Angelus

Angelus is a values-driven firm providing accounting, advisory, and private wealth services for families, ministries, and mission-oriented businesses, helping them manage their resources with intention. We view money as a means to fulfill a mission, and our aim is to offer clarity, discipline, and biblically informed guidance for all financial decisions. We ensure a cohesive experience across tax services, accounting, fractional CFO support, and wealth management, enabling your plans, investments, and cash flow to work in harmony. For those who wish to invest in accordance with their beliefs, we provide Biblically Responsible Investing (BRI), curated portfolios based on values, and advice on charitable giving strategies (like DAFs, tithe planning, and gifting), integrated with tax planning. For families and family offices, our services include private wealth and investment management conducted under a fiduciary standard, focusing on goal-oriented planning, retirement readiness, concentrated asset strategies, tax-efficient investing, risk management, and estate/legacy planning. We also assist churches and ministries with complex accounting, clergy tax matters (including dual-status and housing allowances), compliance, and stewardship reporting. For entrepreneurs, we offer controller and CFO services, along with budgeting and forecasting, KPI dashboards, and capital planning. At Angelus, we start with your mission and build the financial structures to support it, resulting in financial peace, intentional growth, and meaningful impact. Our main services include accounting and bookkeeping for businesses and ministries, individual and business tax planning and preparation, fractional CFO and strategic advisory, private wealth and investment management focused on BRI, as well as financial planning, budgeting, and forecasting. Our approach emphasizes faith, stewardship, and excellence, ensuring that financial management aligns with your mission and values from the ledger to the investment portfolio.