Client Portal

contact us

money tips

941.366.2983

941.366.2983 

Sarasota

941.485.4847

941.485.4847 

Venice

From Our Family to Yours

At Cavanaugh & Co, we see our clients as a part of our family. That means we treat your family’s financial considerations with the same respect that we treat our own finances.

Our team has years of experience providing custom accounting, consulting and CFO services for family estates, individuals and foreign owners of U.S. real estate. We are proud to put this experience to work for you.

We understand the stress that financial responsibilities can add to your day-to-day life, which is why our services include bill paying, bank deposits or reconciliations, cash management, personal financial statements, ledgers and investment relations. At Cavanaugh & Co, our number-one goal is to give you financial peace of mind, so all of these offerings are both highly confidential and overseen by the firm’s partners.

The Cavanaugh & Co family is well-versed in family financial services. Let us help your family navigate to a successful future.