Services
Built for Complicated Financial Lives
Numeratus.us is not differentiated because it does difficult accounting. Accounting is indispensable, and it is downstream. The product is clarity, structure, foresight, coordination, and financial hygiene for principals whose lives have outgrown an annual tax return. The work is organized around the client’s life, not a list of deliverables. Immigration counsel owns immigration-law determinations. Specialized conclusions stay with the professional who owns them. Numeratus.us holds the financial picture.
What Numeratus.us Works With
Numeratus.us is more firm than everyone needs. If you want the cheapest tax return or basic monthly bookkeeping, Numeratus.us probably is not the right fit. If your financial life requires someone to understand how the pieces interact, continue. Most people do not need Numeratus.us. That is the point.
Cross-Border
Foreign assets. Foreign accounts. FBAR and FATCA-related reporting coordination. U.S. tax accounting for foreign activity. Cross-border reconciliation. International entity complexity.
Digital Assets
Wallet and exchange reconciliation. Cost-basis records. Cross-border digital-asset activity. Travel Rule-related recordkeeping. Crypto business accounting.
Entities & Trusts
Multi-entity financial operations. Accounting across entity structures. Trust accounting and administration support. Separation of personal and business finances. Financial-information discipline and lawful privacy practices.
Private Capital
Real estate. Private investments. Angel investments. Investment entities. Banking organization around private capital.
Financial Infrastructure
Credit-profile development. Banking organization. Financial-document hygiene. Cash-flow visibility. Record organization. Planning and forecasting. Often the broken layer under a sophisticated structure.
Immigration Financials
E-2 financial hygiene. EB-5 investment and accounting records. O-visa-related business financial documentation where relevant. Source and movement-of-funds documentation. Numeratus.us supports the financial and accounting side only.
Retirement Structures
401(k) accounting and operational support. Traditional and Roth IRA-related financial coordination. Self-directed retirement-account recordkeeping. Entity and account separation. Specialized conclusions stay with the CPA, ERISA professional, plan administrator, custodian, attorney, or investment adviser.
Bring us the Whole Picture
Bring us the complicated version. Do not clean it up for us. Do not simplify it. Tell us what exists and what you are trying to accomplish. If Numeratus.us can add value, we will tell you where. If we are not the right firm, we will tell you that too. You are already the CFO of it.