For over 15 years, our team has been laying the foundations of financial success for high-net-worth individuals like you. So, where did it all begin? Read on to learn about our history, vision, and why we are a great fit for you and your family.

SundialVFO History

Giving credit to his entrepreneurial aspirations and passion for Quicken©, Sundial’s founder and Principal, Stephen M. Smith established Controllership Solutions LLC in 2005. Sprouting from this original venture, Sundial Virtual Family Office was formally launched in 2018. Our SVFO team is uniquely qualified to help high-net-worth individuals and businesses become more organized and aware of their financial portfolio to achieve their objectives.

Our Mission & Vision

At SVFO, we have a deep respect and appreciation for the work, sacrifice and risks required to achieve financial success. Sundial also understands that the same characteristics that created such wealth are dynamically different from those characteristics needed to properly maintain and manage the resulting byproduct. Sundial derives much satisfaction in helping successful individuals navigate the complexities of their good fortune. We provide high-net-worth individuals with financial peace of mind through superior service and accurate family bookkeeping.

Building business is building relationships. We do much more than organize and track your finances. Our number one priority at Sundial is to build long-lasting relationships founded on trust and transparency. With accuracy, attention to detail, and award-winning expertise, we’ll earn your trust.

Our mission is simple: through exceptional bookkeeping and record-keeping services, we help successful families understand where their money is and what it’s doing.

Meet Our Team

Stephen Smith CPA

Stephen M. Smith

Founder & Principal Licensed CPA
Quicken© Expert

Professional Experience

Originally from Albany, NY, Stephen graduated cum laude from State University of New York (SUNY) at Geneseo in 1999. He started his career at PricewaterhouseCoopers in New York City where he worked closely with hedge funds, broker-dealers, private equity firms, and banking clients. He then served as controller of a manufacturing company in New Jersey.

In 2007, Stephen began offering QuickBooks© and Quicken© consulting services and is now a renowned Quicken© expert. He is also a holder of all QuickBooks© certifications and a 6 time recipient of the prestigious Top 100 Pro Advisor award. Over the last decade, Smith has helped many families and individuals with personal bookkeeping services – reconciling over $15 billion in personal net worth. Stephen is a frequent contractor to family offices looking to optimize their internal operations and technology. Over the years, he has advised over 500 diverse companies, many experiencing double-digit growth into the tens of millions in revenue.

Personal Life

Married with two children, Stephen is highly motivated, energetic, and possesses strong interpersonal, organizational, and presentation skills. When he’s not helping other families achieve their financial goals, he enjoys skiing, snowboarding, coaching, traveling, gardening, and spending time with his family.

Jon Conklin

Assistant Controller

Professional Experience

Originally from Vernon, NJ, Jon graduated Magna Cum Laude from Wilkes University in Wilkes-Barre, PA with an Accounting degree and diploma in Business Administration. His career started at GenSpring Family Offices in New York City where he was a Family Service Coordinator working alongside ultra-high-net-worth clients ($250m – $1billion). Jon is tasked with bookkeeping and transaction coding, as well as researching new software functionality.

Personal Life

Jon is also a professional firefighter in Maplewood, New Jersey.  He enjoys deep sea fishing, snow-mobiling, snowboarding and living on a lake.

Why the Sundial?

Sundials have been used for millennia to track time. Seemingly simple devices, in reality, sundials draw upon the complexities of nature and our universe to quantify time. As mankind progressed, more clarity was required and accuracy was improved. Sundial private family office service utilizes seemingly simple software and technology to provide clarity to even the most complex portfolios. Our service translates the financial complexities of business and life into simple reports providing a real time, accurate view of where your money is and how it’s doing. So you can relax.

With years of experience, recognition, and training, we will work collaboratively with you and your financial team to ensure your money is working for you.

Are you ready to take control of your finances?