Colleen Jeffrey, Principal

Colleen Jeffrey, principal, brings a wealth of experience in handling the affairs of high net-worth individuals and small businesses. After completing accounting coursework at UCLA, Colleen held positions with prominent Los Angeles-based business management and CPA firms that oversaw business and financial management for many Hollywood entertainers, executives and small businesses.

Colleen has handled financial matters for touring rock bands, other entertainment-world notables, record distributors, law firms, racehorse owners, contractors and other small businesses. Her tasks included keeping track of the revenue and expenses of a concert tour, assisting with the purchase and sale of personal assets, and creating a clear financial picture of monies earned versus money spent. Through these experiences, Colleen has honed the financial concierge and bookkeeping services that she provides her clients today.