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Concord Point Financial

Illuminating Uncertainty with Expertise

Ellen D. Kirsh, CPA

Ellen is a seasoned business executive and Certified Public Accountant (CPA), who has worked with and within a myriad of businesses, from sectors such as Public Accounting to Commercial Real Estate to Technology Recruiting.

Her expertise stems from experience advising and navigating differing business, divorce, tax and real estate investment environments.

She additionally has experience working as a Daily Money Manager (DMM) and offers a revitalized take on these services, termed Professional Financial Organization.  Her role as a CPA allows her to perform traditional DMM services with greater accountability and ethical standards, while also performing additional services such as personal net worth statements and comprehensive financial updates for family and fiduciaries.

Ellen, as a CPA, also provides Divorce Financial Analysis services to clients preparing for or currently involved in a divorce process.  She has worked with high net worth clients, in scenarios where assets exceed 10 million dollars.  Her experience managing large real estate portfolios and advising mid to large size private enterprises on short-term and strategic decisions allows her to more easily identify and integrate the various financial aspects of a divorce--producing creative strategies and posing previously unasked questions in the process.

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Services Provided

Divorce Financial Analysis & Professional Financial Organization

  • Analysis: Asset & Liability Inventory and Lifestyle Needs Analysis
  • Analysis: Long-Term Financial Projections
  • Analysis: Hidden Asset Search
  • Analysis: Financial Evaluation of Settlement Proposals
  • Organization: Bill Pay, Cash Flow Management and Budgeting & Expense Tracking
  • Organization: Liaison with Tax, Financial & Legal Professionals
  • Organization: Medical Claims & EOB Management and Record Organization
  • Organization: Personal Net Worth Statements and Comprehensive Updates for Families & Fiduciaries

Concord Point's Team

Ellen D. Kirsh, CPA
Ellen D. Kirsh, CPA
Founder

Ellen started her career at Aronson (now Aprio), then transitioned to a role as VP of Finance for a publicly held investment firm. Ellen then managed a large commercial real estate portfolio for one of the area's wealthiest individuals. And, in the process, gained extensive experience with highly complex tax returns, tax and financial planning. She later co-founded a technology recruiting firm.

George Lee
George Lee
Technology Advisor

George is the CEO, CTO, and co-founder of Hydrus.ai, with 10+ years of experience in ESG, data analysis, and cybersecurity. He founded a cybersecurity consultancy and a medical data solutions firm. He holds a BS in Finance, with a concentration in Quantitative Finance, from the University of Maryland and is a skilled software developer passionate about using technology to create positive outcomes.

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