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.
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?
Services We Provide
Tax Planning & Preparation
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.
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.
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.
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.
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.
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.