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.
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.
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.
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.
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