Aurelian Advisory Group brings the discipline of a family office to founders, principals, and owner-led businesses — bookkeeping, reporting, cash-flow planning, controller oversight, and remote online notarization — wrapped in a private-client membership and a relationship you can text like you would your banker.
Illustrative example only. Actual savings depend on income, entity choice, state, and applicable IRS rules — reviewed with your advisor.
We connect books, reporting, planning, notarization, and member privileges into a single monthly cadence. Not more accounting noise — numbers you can trust, and a relationship that feels genuinely looked after.
Transactions, reconciliations, and historical issues brought into order — so the books are dependable, not aspirational.
Owner summaries that are easy to review and discuss — performance, cash, and the items that actually need a decision.
Reserves, spending, timing, and cash-flow questions handled with context — well before they become urgent.
Concierge, lounge access, events, and credits make the relationship feel elevated — never transactional.
Aurelian Advisory Group LLC is wholly owned by VIRTUTERRA HOLDINGS, LLC — alongside two sister companies — bringing one standard of premium delivery across technology, government contracting, and tax & advisory.
Aurelian's tax and advisory practice is being established now — so that as the credentials come online, members already have the relationship, the books, and the history in place.
Weston Zloty, MBA, is completing his Master of Science in Accounting & Tax Law within the next six months and is preparing to sit for both the Enrolled Agent and CPA exams. He is building Aurelian's tax and advisory presence today — establishing the practice, the standards, and the client relationships now — so the firm is ready to step into full EA and CPA-led tax work the moment those credentials are active.
A graduate foundation in business, finance, and management that anchors the advisory approach.
Advanced study in tax law and accounting — completing in the next half-year.
The federal credential for tax representation before the IRS — unlocking representation support.
The path to full CPA-led tax, planning, and assurance services under one roof.
Credentials referenced are in progress. Enrolled Agent and CPA-led tax, representation, and assurance services will be offered upon successful examination, licensure, and required registrations. Until then, Aurelian provides accounting, planning, and notarization services that do not require those credentials.
Active today and not dependent on CPA licensure: premium bookkeeping, cleanup, reporting, planning, controller-style oversight, remote online notarization, and the coordination that keeps a financial life organized.
Ongoing bookkeeping, reconciliations, categorization, and close support designed to make records dependable.
For books, workflows, or historical records that need to be brought back under control before anything else.
Owner-ready monthly summaries so performance, cash, and priority issues are easy to see and discuss.
Forward-looking planning around reserves, spending, timing, and owner decisions.
Higher-level financial oversight for clients who need more than basic bookkeeping.
Remote online notarization for affidavits, authorizations, and closing documents — handled over secure video where permitted.
Specialized support for complexity and timing pressure — alongside sister companies Federal Bid Partners and AVIZ DATA.
Thoughtful coordination with attorneys, insurance professionals, and other advisors when needed.
RON lets members sign and notarize documents over a secure, recorded video session — no printing, no driving, no waiting room. The same legal standing as in-person notarization, handled in minutes inside your membership.
Identity-verified, encrypted, and recorded for the audit trail every notarization requires.
Powers of attorney, affidavits, authorizations, and closing packets — executed with a valid electronic seal.
Book through the concierge channel and most documents are notarized without leaving your desk.
Remote online notarization is offered where permitted and is subject to applicable state law, identity verification, and platform requirements. Availability and document types are confirmed during scheduling.
Signed & sealed online — start to finish
No phone tag, no portal logins to chase. Members reach their dedicated CPA/EA the way they'd text anyone they trust — and get a calm, expert answer back.
You work with the same dedicated advisor — they know your books, your entity, and your goals before you finish the sentence.
IRS notice, a big purchase, an estimated payment — message and get a clear, unhurried response, not a ticket number.
You review before anything is submitted. Calm, accountable, and close to the work — the way it should be.
Illustrative of the planned Enrolled Agent and CPA-led client experience led by Weston Zloty, MBA. Tax representation and filing services launch upon onboarding, examination, licensure, and required registrations.
Becoming a private client is more than retaining a bookkeeper. Members are welcomed into a curated suite of privileges — at the airport, on the road, around wellbeing, and across the calendar — coordinated through one private portal.
A global network of premium lounges — quiet seating, fast Wi-Fi, refreshments, and a calmer departure for every trip.
One channel for reservations, travel logistics, gifting, vendor coordination, and the small asks that pile up.
Invitations to intimate dinners, founder roundtables, and seasonal experiences worth clearing the calendar for.
Annual credits toward flights, stays, and getaways — a tangible thank-you that grows with the relationship.
Credits toward spa, fitness, and recovery — the routines that keep busy operators sharp and well.
Membership privileges — including lounge access, concierge, VIP events, and travel and wellness credits — are benefits of the client relationship and are subject to enrollment, member tier, availability, and program terms. Specific allowances and partners are confirmed during onboarding and may change over time.
As Weston Zloty, MBA, completes his M.S. and sits for the EA and CPA exams, planned capabilities include federal tax support, business and owner returns, year-end planning, and CPA-led strategy — after onboarding, licensure, and required registrations are active.
From a private consultation into records review, monthly execution, and member onboarding — you always know what comes next and how the picture is improving.
Discuss the books, reporting, pain points, and what better support should feel like.
Identify cleanup needs and map the right cadence for reporting and planning.
Books, reporting, concierge, notarization, and credits move in a steadier cycle.
Good organization now supports smoother tax planning and compliance later.
For households, owner-led businesses, GovCon operators, and tech teams seeking boutique accounting, planning, RON notarization, private-client privileges, and a more elevated advisory relationship.
Currently focused on accounting and planning that do not require CPA licensure, plus RON notarization where permitted. EA and CPA-led tax services are planned upon examination, licensure, and required registrations.