Services

Our first step is always to listen. Once we have a clear understanding of your needs and goals, we use our expertise and experience to develop and implement financial strategies that provide a clear picture of where you are and where you’re going. We assist our clients in three main areas:

CFO Services

  • Available in Gold, Silver and Bronze service levels to best meet your needs
  • Better understand and increase profitability and cash flow
  • Manage to key performance indicators
  • Implement best practices around the numbers for accuracy and efficiency
  • Plan for the unexpected
  • Coaching your financial staff to better manage your accounting systems so your financials provide a clear, accurate picture
  • Monthly meetings to deepen understanding of profit drivers, implement strategic changes and accelerate growth

Small Business Consulting

  • Considerations for starting a small business
  • Setting up and structuring your business
  • Paying yourself a salary and how much
  • Forecast and plan for the next 12 months
  • Staying on top of cashflow
  • Entity selection and when to be an S Corp

Tax Consulting

  • Peace of mind knowing you have planned and saved up for your tax bill
  • You will have numbers that you need to make better-informed decisions at tax time
  • Prepare business, individual and fiduciary income tax returns
  • Representation with the IRS or a State/Local taxing agency