01
Family Offices & UHNW
Complex wealth requires disciplined oversight
- Trust accounting and entity management
- Cost basis tracking across positions
- Multi-entity structure coordination
- Investment performance reporting
Northeast GA & Nationwide
Family Office
Precision.
For Growing
Businesses.
Institutional-grade financial operations without the overhead of a full in-house team. Clean books, clear reporting, and systems built to scale.
$1B+
Assets Managed
in Prior Role
in Prior Role
16+
Clients Served
Directly
Directly
2wk
Onboarding
Timeline
Timeline
15th
Monthly Close
Guarantee
Guarantee
UGA Financial PlanningDegree
Family Office$1B+ AUM
ERP SystemsCertified
QuickBooksOnline Expert
AddeparPlatform Fluency
Who We Serve
Built for businesses
beyond DIY accounting
02
Growing Businesses
$1M–$10M revenue, ready for the next stage
- Monthly close with accrual discipline
- Forward-looking financial reporting
- Cash flow visibility and forecasting
- Board-ready financial packages
03
Established Small Business
Reliable books without the hassle
- Consistent monthly reconciliation
- Clean 1099 preparation
- Year-end ready financials
- CPA-ready documentation
Services
Four ways to
work with Silo
Essentials
- Monthly reconciliation of bank and credit accounts
- Expense categorization and classification
- AP management and bill payment
- Clean P&L and balance sheet delivery
Growth
- Monthly close with accrual accounting
- Intercompany reconciliations
- Managed bill pay and approval workflows
- Custom dashboards and KPI tracking
Advisory
- Full monthly close management
- Custom reporting and analysis
- Process documentation and optimization
- Strategic financial guidance
Family Office
- Trust accounting and administration
- Investment tracking and reporting
- Multi-entity consolidations
- Comprehensive wealth reporting
The Difference
What makes
Silo different
| Factor | Traditional Bookkeeper | In-House Hire | Silo |
|---|---|---|---|
| Scope | Basic transaction entry | Single focus, limited bandwidth | Full close + advisory |
| Speed | Variable, often delayed | Hiring takes 2–3 months | Two-week onboarding |
| Reporting | Historical data only | Depends on experience | Forward-looking insights |
| Tools | QuickBooks basics | One platform expertise | Multi-platform fluency |
| Scaling | Becomes a bottleneck | Requires more hires | Grows with you |
| Cost | Entry-level pricing | Full-time salary + benefits | Custom à la carte pricing |
Process
Two weeks to
operational clarity
01
Discovery Call
30 minutes to understand your current state, pain points, and what success looks like for your business.
02
Systems Audit
Comprehensive review of your books, chart of accounts, and processes. We fix the foundation first.
03
Monthly Rhythm
Regular close schedule with consistent delivery dates. Predictable reporting you can rely on.
04
Ongoing Optimization
Continuous improvement of processes, reporting, and insights as your business evolves.
Custom Plans
Only pay for what you need
52 services across 6 categories. Transparent à la carte pricing. Build the exact plan that fits your business—no more, no less.
1
Select Your Services
Choose from 52 services across Core Bookkeeping, Reporting, Advisory, Trust & Family Office, and Technology.
2
See Real-Time Pricing
Watch your estimated monthly cost update as you select services. No hidden fees, no surprises.
3
Submit & Connect
Send your custom plan to Jackson for review. Get a tailored proposal within 1-2 business days.
Start Building Your Plan
Takes 2 minutes. No commitment required.
About
Operations built on
verified foundations
Jackson Howell
Founder, Silo Business Services
Every recommendation Silo makes is grounded in verified expertise and real-world experience managing complex financial operations.
I hold a degree in Financial Planning from the University of Georgia, where I developed the analytical foundation that drives Silo's approach to business finance.
Prior to founding Silo, I built and managed an independent accounting practice serving 16+ clients. That hands-on experience developing operational workflows and client service systems directly shaped how Silo operates today.
My most recent role was as Analyst at a family office managing over $1 billion in assets. Working with institutional-grade reporting, trust accounting, and multi-entity consolidations at that scale is the reason Silo treats every engagement with the same precision—whether the books are for a growing business or a complex wealth structure.
- Platform expertise: ERP Systems, QuickBooks Online, Addepar, Bill.com, Excel/Python
- Geographic focus: Northeast GA with hybrid service delivery nationwide
- Continuing education: CFP coursework and platform certifications
FAQ
Common questions
Do you handle tax preparation?
Silo focuses on bookkeeping and financial operations, not tax preparation. We maintain clean, organized books that make your CPA's job easier—and often less expensive. We work seamlessly with your existing tax professionals and can recommend trusted CPAs if needed.
What accounting software do you work with?
We're fluent in ERP Systems, QuickBooks Online, Bill.com, and Addepar. If you're using a different platform, we can assess compatibility during our discovery call. For family office clients, we have particular expertise with trust accounting and investment reporting systems.
When will I receive my monthly financials?
We commit to delivering complete monthly packages by the 15th of the following month—often sooner. This includes a reconciled balance sheet, P&L, cash flow statement, and any custom dashboards included in your service tier.
What's the difference between Essentials and Growth?
Essentials provides solid cash-basis bookkeeping: reconciliation, categorization, and clean reports. Growth adds accrual accounting discipline, intercompany reconciliations, and forward-looking dashboards. Most businesses outgrow Essentials within 12–18 months as they add complexity.
Can you work with family offices remotely?
Absolutely. While we offer in-person service within 100 miles of Northeast GA, our family office clients span multiple states. We use secure document sharing, encrypted communication, and scheduled video calls to maintain close coordination regardless of geography.
Contact
Ready for financial
operations that match
your ambition?
Schedule a free 30-minute consultation to discuss your current challenges and how Silo can build the financial foundation your business deserves.
No commitment. Complete the intake form for a tailored proposal, or book a 30-minute call to discuss your needs.