EST. DECEMBER 2025 · 26 ACTIVE CLIENTS

Numbers that whisper the truth.

CPAs, bookkeepers, virtual CFOs, attorneys, and grant writers — serving Fortune Global 500 executives down to your neighborhood mobile market.

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US States Served

Active Clients

Office Locations

Some of the brilliant folks who trust us →

Who we work with

scroll to dissect ↓

The anatomy of a tax return

Most people think tax prep is one form.

It's actually thirty-seven.

Schedule A. Schedule C. Form 4562. Form 8995.

We file each one with intention.

That's why our clients save 3× more than DIY software users.

What we do →

Eight ways we make money behave.

Domestic Tax Preparation

Individual, business, and nonprofit returns. Multi-state filings, amendments, and audit support — handled end to end.

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Bookkeeping

Ledgers, reconciliations, payroll, and 1099s. We keep your books gallery-ready, every single month.

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Virtual CFO

Strategy, FP&A, fundraising, and M&A guidance. C-suite financial thinking, on retainer.

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Financial Planning

401(k), IRA, estate, trusts, FAFSA, and debt strategy. A plan for every inflection point in your life.

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Business Intelligence

ETL pipelines, dashboards, KPIs, and forecasting. Data that actually decides things.

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Grant Writing

Federal contracts, research grants, and individual & business funding — researched, written, and won.

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International Tax

FBAR, FATCA, transfer pricing, expat tax, VAT/GST. Cross-border complexity, fully sorted.

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Small Business Advisory

Board governance, CEO advisory, market expansion, and regulatory compliance for growing teams.

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What lives inside a Virtual CFO?

A virtual CFO isn't a person. It's a system.

Six instruments. One score.

Strategy. Cash. Reports. Risk. Capital. Operations.

Working in concert, monthly, for one flat retainer.

Inside the Regent Hill Financial Palmer office — our Palmer HQ — come say hi

mobile
markets

animal
rescues

arts
orgs

Good people, good things →

We work with good people doing good things.

"Mobile markets. Animal rescues. Houses of worship. Arts orgs. Environmental research."

— the ones we're proudest of.

From Fortune Global 500 executives to neighborhood nonprofits, we bring the same rigor, warmth, and obsession with detail to every set of books we touch.

follow the money ↓

How a dollar flows through your business

A dollar enters your business.

Some becomes revenue.

Some pays expenses.

Some goes to tax.

What's left is yours to reinvest.

The architects →

Seven brains, forty states of expertise.

Priya Atiyolil

CEO & Founder

MS Fin. Math, Johns Hopkins 8+ yrs leadership Virtual CFO ECE, Johns Hopkins Former VC, Town of Warren Finance Finance Director & Co-Exec Director Precious metals & real estate investing

Theodore Gotthelf

FP&A Manager

MAcc, UNC Chapel Hill Ex-Dun & Bradstreet CPA candidate BBA Finance & Int'l Business, Jacksonville Univ. 4.0 GPA · Top 25 Senior VP, Phi Kappa Phi

Katy Blalock, CPA

Accountant

35+ years Ex-Ernst & Young QuickBooks ProAdvisor BS Accounting, Boston College (rank 9 of 653) Former Financial Analyst, Coca-Cola Former Assistant Controller, McDonald's President, Golden Growth Marketing

Ethan Willse, CPA

Accountant

BS Accounting, Iowa State Ex-Marsh McLennan QuickBooks ProAdvisor Staff Accountant & Treasury Associate II Senior Accountant, Pathward

Raj Agarwal, CPA, CA

Accountant

CPA (US) CA (India) 16+ years Accounting · Taxation · Budgeting

Justin Kratzmeyer

Tax Preparer

16 yrs experience Ex-Manager, Jackson Hewitt Franchise mgmt Marketing & office management background

Sara Swanson

Executive Assistant

Operations Client care Scheduling

Four cities, one standard →

Find us where you are.

Palmer, MA

Open

Western Mass HQ

1500 N Main St, Palmer, MA 01069

⚡ Same-day appointments

Get Directions →

Boston, MA

Open

By appointment

867 Boylston St, Boston, MA 02116

Back Bay

Get Directions →

Miami, FL

Open

Sun & spreadsheets

777 Brickell Ave, Miami, FL 33131

Brickell

Get Directions →

Dallas, TX

Coming Soon

Texas, we're coming

3838 Oak Lawn Ave, Dallas, TX 75219

Oak Lawn

Get Directions →

"They saved us $47,000 in our first quarter together. I told my CFO we were keeping them forever."

— Founder, professional services client · Massachusetts

Let's talk numbers.

Free 30-min consult. We'll bring the references.

Book your free consult →

(413) 555-0147 Mon–Sat · 9am–6pm ET hello@regenthillfinancial.com

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