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Our Difference

Tax Planning

Assuming your CPA that prepares your taxes is also doing your tax planning is a big mistake. The majority of CPAs that prepare taxes do not do tax planning. We’ve invested thousands of hours and dollars in tax planning training and materials from experts across the country. Because of this, we’ve generated thousands of dollars of savings for our clients. See our tax planning training with actual case studies here

CFO Services

When it comes to CFO services, our objective is not playing around with numbers, it’s to effect real change and financial results. By increasing financial awareness, setting goals, and providing actionable information, we’re able to help management and ownership effect real results and business outcomes.

Commercial & Non-Profit Audits

As your business grows, securing financing becomes an issue at some point. Whether it’s non-profit compliance or commercial financing, audited, reviewed, or compiled financial statements becomes a need. Our firm specializes in these services with a proven track record of delivery and customer satisfaction.

Other Industries We Serve

We serve a variety of different industries. Are you ready to find out how we can serve you?

CONTRACTORS

LEGAL

REAL ESTATE

E- COMMERCE 

MANUFACTURING

HEATH CARE

NON-PROFIT

BLOCKCHAIN

STARTUPS

Services We Provide

Tax Planning & Preperation

Taxes are a critical factor in every decision—whether you’re considering an acquisition, expanding your team, taking distributions, or just about any business activity.

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Accounting & Advisory

Day-to-day accounting processes and systems are the building blocks of a strong financial structure, providing the business intelligence organizations need to thrive.

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Business Valuation

Need to know what your business is worth? Need expert testimony on a tight timeline so you can gain a quick win? Our business valuation experts can help you.

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Transaction Advisory

How will you turn your existing business into capital that you can invest, either in your retirement or in the next business opportunity? Transaction strategy is all about planning for that event and executing that plan.

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Business Consulting / CFO

If you’re fortunate enough to be in this position then we have the perfect solution for you. Our Part-Time CFO service gives you a professional financial manager who works with you to help guide your business to success.

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Attest Services

You need capital to grow your business. Banks, sureties, private investors and other capital sources expect assurance that the financial statements you publish are complete and accurate.

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GROW YOUR BUSINESS.

LEVERAGE EXPERT INSIGHT.

Our Team

READY TO RETHINK YOUR ACCOUNTING STRATEGY?

If you’re looking for ways to minimize taxes and maximize profit, talk to one of our industry experts today.