Business Details
39 Years
experience
Your Trusted Partner for Financial Administration Solutions
Founded in 1987 by Bill Farren and Norb Janis, My Accountant has dedicated over three decades to addressing the complex financial needs of affluent families and individuals. Our mission centers on eliminating the burdens of personal financial administration while delivering timely, accurate reports to empower confident decision-making. Combining proprietary technology with a high-touch service model, we specialize in personal bookkeeping, entity accounting, and consolidated investment performance reporting. Our team of dedicated professionals, including Accredited Financial Professionals and experts in ultra-high-net-worth (UHNW) family office dynamics, ensures tailored solutions that integrate seamlessly with clients' existing advisors. Headquartered in Trumbull, Connecticut, we serve clients nationwide, offering a proven process that combines deep industry expertise with cutting-edge technology.With decades of collective experience, our leadership team brings a unique blend of financial acumen, technological innovation, and operational excellence to every client relationship. We maintain long-standing partnerships with top-tier wealth managers, CPAs, and estate attorneys to provide comprehensive, collaborative support. Our commitment to white-glove service is evidenced by our 0 Client Hours Saved and 0 Transactions Recorded Annually, reflecting significant value delivered to clients. Recognized by leading industry publications and partners like Deloitte and Northern Trust, we continue to evolve our offerings while honoring the legacy of Bill and Norb's original vision. By focusing exclusively on financial administration for complex wealth structures, we enable clients to reclaim time while ensuring complete financial clarity and control.
Services
Personal Bookkeeping
Entity Accounting
Investment Performance Reporting
Domestic Payroll Services
Customized Reporting
Medical Claims Processing
Statement of Assets
Document Storage
Family Office Consulting
Insurance Review
Details
- Year established: 1987
Highlights and features
- Deep UHNW and Family Office Experience since 1987
- Proprietary technology solutions for financial administration
- Nationwide service with local market understanding
- Proven leadership team with decades of combined expertise
- Collaborative approach working with existing advisors
Associations and certifications
- Accredited Financial Professionals
Services
Personal Bookkeeping
Our Personal Bookkeeping Service aggregates financial data from all accounts into comprehensive books. We manage bill payments for complex households with multiple properties, investments, and staff. Clients receive detailed monthly spending reports, quarterly cash flow summaries, and year-end categorized expense reports for informed financial decisions.
Entity Accounting
We handle complex entity structures including trusts, family partnerships, and investment companies. Our accounting solutions track capital commitments, manage distributions, and generate consolidated financial statements. This service ensures compliance with formation documents while providing clear financial visibility across multiple family entities.
Investment Performance Reporting
Our reporting solution tracks investments across multiple accounts and entities. Clients receive detailed analytics on returns, asset allocation, and liquidity. The system provides look-through capabilities for comprehensive portfolio assessment and tax preparation support for complex investment structures.
Family Office Consulting
We help establish and operate efficient family offices for tax optimization and asset protection. Our consultants develop customized structures and coordinate with top legal experts. The service includes cost modeling, documentation, and implementation support for comprehensive family office solutions.
Domestic Payroll Services
This service manages payroll for household staff through partner firms. We ensure proper tax withholdings, W-2 generation, and quarterly tax filings. Clients receive timely direct deposit payments and comprehensive year-end tax documentation for household employees.
People
John Carey
Chief Executive Officer
Brings extensive technology leadership experience from Envestnet and Harvest Savings & Wealth Technologies. Serves as My Accountant's CEO since 2024, focused on expanding technology solutions while maintaining exceptional service standards.
Joe Farren
President
Joined My Accountant in 2008 with prior experience as a registered architect. Applies design thinking to financial administration challenges. Serves as president and partner, bringing creative problem-solving to wealth management solutions.
Craig Setera
Chief Technology Officer
Technologist with nearly three decades of financial services experience. Joined My Accountant as CTO in 2024 to lead architectural innovations. Previously held leadership roles at Envestnet and Harvest Savings & Wealth Technologies.
Kevin Reed
Chief Revenue Officer
Leads revenue strategy with nearly two decades of experience in financial partnerships. Served as Global Head of Channels at Morningstar and held leadership roles at Merrill Lynch. Joined My Accountant in 2024 as CRO.
Andrew Farren
Vice President, Partner
Joined My Accountant in 2001, specializing in technology infrastructure and security. Developed custom software solutions for financial operations. Holds expertise in high-net-worth industry security requirements and information systems management.
Questions
What financial services do you specialize in for affluent families?
We specialize in personal bookkeeping, entity accounting, investment performance reporting, domestic payroll, and family office consulting tailored for complex wealth structures.
How do you handle payments for multiple properties and investments?
Our system aggregates all financial activity into comprehensive books, managing payments across multiple accounts, properties, and investment vehicles with automated and manual approval processes.
What technology platforms do you use for financial reporting?
We utilize proprietary technology combined with industry-leading tools to deliver consolidated reporting, including cash flow analysis, investment tracking, and customized financial statements.
How do you coordinate with existing financial advisors?
We complement existing advisors by providing detailed financial reporting and administration while maintaining collaborative relationships with wealth managers, CPAs, and estate attorneys.
What security measures protect client financial data?
Our systems feature bank-level security with customized software solutions designed to meet the unique privacy requirements of high-net-worth financial administration.
