BARATELLIOne firm. One platform. Every market.
BARATELLIOne firm. One platform. Every market.
Every company, trust, property, investment and collection the family holds, closed each month and consolidated into one statement. Led by a former family office and public company CFO, reviewed by a US CPA, and backed by the research of the Baratelli Institute.
Bank statements, tax returns and payroll reports never travel by email. Every client uploads through a private link, each file is sealed on their own device before it leaves, and it is opened only inside Baratelli Bankable.
Trucks, machines, kitchens, mowers, lifts and more. We prepare a complete file, compare offers from several equipment lenders, and show you the real rate and payment before you sign.
Baratelli Capital is a trade name of Baratelli Capital Mgt, LLC. Financing is subject to lender approval; rates and terms are set by the lender. Business-purpose financing only.
The Family Office Reference Guide, corporate acquisitions, WACC and valuation, family office and estate frameworks, CFO practice, and sports and entertainment economics, with the working papers underneath. Free and open.
Enter the reference library →Complete monthly financial statements for the whole family: operating companies, trusts and investments consolidated, plus art, jewelry, wine and cars carried at cost and fair value beside the books.
Quality of earnings, credit write-ups and spreads, debt service coverage recomputed and SBA eligibility review. A fixed fee per file, quoted before work starts, and every report signed by a US CPA.
An independent review of a business’s earnings: revenue proved to the bank deposits and every add-back tested against the ledger. A fixed fee quoted in writing, and signed by a US CPA.
Business and individual returns, whether we keep your books or you do: the S corporation, partnership or C corporation return, the K-1s to every owner, and the owners’ own returns, signed by a US CPA.
An engineering-based study that separates a building into the components the tax code depreciates faster, so the owner takes deductions now rather than over thirty-nine years. A fixed fee set by the building’s basis, never a share of the deduction.
The family business, or any growing company, closed every month with a package a lender trusts: income statement, balance sheet, cash flows, a 13-week cash forecast and the tax set-aside. Behind? We catch the books up first.
Monthly bookkeeping, catch-up work and tax returns prepared under your firm’s name and returned for your review and signature. Your firm keeps the client. Start with a pilot of three to five clients.
About a minute each: family office accounting, the monthly close and package, lender services, tax returns, overflow for accounting firms, cost segregation and Baratelli Bankable.
Full September packages for a family, a distributor and a contractor, and a six-page sample quality of earnings report, as PDFs.
Every document a quality of earnings asks for, grouped by subject, with a 72-second video of the ten procedures behind the report.
Ordinary bookkeeping software keeps a separate file for each company and will not add them up. Our team keeps your books in Baratelli Bankable, the firm’s own platform, so every company, property, trust and collection sits in one set of books and consolidates into one statement.
See everything Bankable does →
Former family office CFO and public company CFO and controller, a CPA since 1995 and an entrepreneur. Phil has sat in the chair that answers to the family, and in the one that answers to the market. The firm gives families and owners the same discipline: every entity closed on time, numbers a bank believes, and one clear picture of everything they own.
Baratelli CPA & Accounting, PLLC
751 East Dorchester Drive
Saint Johns, Florida 32259