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.

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.

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.