Mengali Accountancy

SERVICES

Mengali Accountancy is a boutique CPA firm with offices in beautiful downtown Healdsburg. We specialize in outsourced accounting and bookkeeping services, real estate fund administration, high-net-worth family office services as well as a full range of tax preparation and consulting services.

Our core values are excellence, accuracy, integrity, dependability, collaboration, curiosity and respect, while providing the highest level of service to our clients.

VISIT EACH OF OUR SERVICE OFFERINGS BELOW TO LEARN MORE:

REAL ESTATE FUND ADMINISTRATION

We offer back-office financial services to real estate funds, joint ventures, and syndicators. We have more than a decade of experience in real estate transactions of all types, including commercial, multifamily housing, ground-up development, redevelopment, tax credit equity, REITs, deed-in-lieu acquisitions, and others nationwide.

PREPARATION

Our tax preparation services are tailored to taxpayers with more complex situations. From business owners to investment and real estate income, we handle it all. We analyze our client's situations, develop solutions, communicate results and deliver our work in a secure method which allows the information to be accessible 24/7.

OUTSOURCED

ACCOUNTING

We offer back-office financial services to private real estate funds, sophisticated small businesses, and busy entrepreneurs. You will save a substantial amount of time, energy, and frustration as well as enjoy the peace of mind in knowing that your financial reports are both timely and accurate.

SERVICES

We offer back-office financial services to venture capitalists, private equity principals, and other high-net-worth families. We use the same robust, enterprise-level technology platforms we provide to our business clients to drive efficiency, accuracy, and secure data retention.

ACCOUNTING

Our full scope of forensic accounting services is currently being expanded. Be sure to contact us directly for more information. We look forward to hearing from you.

TECHNOLOGY PLATFORMS:

DocuWare—a highly secure, workflow-enabled document management system with system-driven internal controls. Allows anytime, anywhere web access to documents, powered by flexible and convenient search criteria. Nationally recognized by aim.org for best practices in a paperless office implementation with automation of processes.

iLand, Zerto, and VMware—virtual local servers, including anytime, anywhere terminal server access with cloud-based nightly imaged backups to Tier 3 secure servers in Texas. Full disaster recovery plan in place. Highlighted by iLand as a best-practice small-business disaster recovery solution.

SafeSend—Secure document portal for safe and convenient information exchange.

Read the DocuWare case study

Read the iLand case study

"On my husband’s passing, I was apprehensive about my ability to be president of our company. My son said that all is necessary for me to succeed is to surround myself with smart people. Renee definitely is smart, she is compassionate, caring, and would walk over coals to assist in whatever way she can. Mengali Accountancy gets an A plus for their service to our company."

-Frances Etchell, President | Colonial Park

CONSULTING

SERVICES

Our full scope of consulting services is currently being expanded. Be sure to contact us directly for more information. We look forward to hearing from you.

SERVICES

REAL ESTATE FUND ADMINISTRATION

TAX RETURN

PREPARATION

OUTSOURCED

ACCOUNTING

FAMILY OFFICE

SERVICES

FORENSIC

ACCOUNTING

-Frances Etchell, President | Colonial Park

CONSULTING

SERVICES