What
EXACTLY
do we do?

We understand your needs and tailor a package of the

SERVICES

below to meet them.

Accounting

Let's be honest, it's not just numbers. It's your livelihood. Let's make it count.

Audit Support

External audits, internal audits, IRS audits; what they all have in common is that they are no fun. We can make it as painless as possible.

CFO Level Guidance

Ongoing and consistent oversight on financials including budget vs actual performance is critical for your business.

Executive Coaching

We put in hard work to make sure leadership understands why we do what we do.

Fee or Commission Calculations

How much should you be paying your employees? How much should you be charging your customers? It's wise to understand what you can afford before you make that decision.

Financial Statement Compilation

Whether you simply want to know where you stand, or  you're looking to sell, we make statements simple.

Government & Regulatory Support

Ever get a letter from the government you're unsure of. We're supportive and can walk you through scenarios you're unsure of how to navigate.

Loan Application Support

Have an understanding for what's out there and what rates you can expect to see.

Loan Interest Schedules

Need capital but don't really know how much it will cost you? Let's walk through it together.

Payroll Oversight

Whether you have a simple straightforward payroll, or you have employees across the country, we can help.

Real-Time Support

We provide you with unparalleled timely service to make sure you get what you need when you need it.

Sales Tax Calculations

Stay on top of all your sales tax liabilities to make sure you're on the right side of the state.

Strategic Tax Planning

We are creative and strategic when it comes to taxes. When you make moves, we make sure they're made properly.

Tax Return Preparation

We take genuine care in making sure you're maximizing your returns and capitalizing on deductions.

Quickbooks Setup & Maintenance

If you don't have an accounting system, or you have one but you aren't effective in managing it, we can help.

How
EXACTLY
do we do it?

Our solutions are uniquely tailored to each client's desires. Some clients only need a specific service we provide, but most require a combination of strategies and services to accomplish exactly what they need.

In addition to our solutions being unique, we are completely integrated. Most firms might reach out to you quarterly or once a year. We operate similarly to that of a CFO. We look at your business holistically to make sure we maximize your finances.

Our costs are fixed with no hidden fees or charges. With flat rates, you don't have to wait for an invoice that lists billable hours. You don't pay a partner based on hours worked, and that's not how we work either.

Let's work together.