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  • Managed Accounting Services
    Outsourced Accounting Department AP AR, Dashboard, develop, monitor and report on Key Performance Metrics. ​ Fractional CFO and Controller Services Give us the role of CFO and we will take over the entire department.​ ​ Cash Flow Management Projections of inflows and outflows and how to set aside working capital for planned expenditures.​ ​ Payroll, HR & Benefits Provide appropriate Payroll services, including HR policies and proper benefits for employee satisfaction.​ ​ IT Infrastructure Technology assessment and review of hardware, including intrusion testing and defense.​ ​ Budgeting & Forecasting Development of financial budgets and create reports on stress testing and variances.​ ​ Risk Management: Reviewing liabilities and ensuring appropriate insurance.
  • Tax Services
    Preparation of Income Tax Returns Complete preparation of business tax returns and the personal tax returns of the business owner and their family.​ ​ Tax Projections Projecting the amount of future taxes owed so there are no surprises when your return is filed. ​ Advanced Tax Planning A deep dive into the hundreds of strategies to save you money on your tax returns.​
  • Advisory Services
    Business Tax Structure Optimization Choosing the best structure for your business. Business Valuation Services Determine the value of your business today, in order to increase its value in the future Buying, selling merging, it is important to know what you are bringing to the table Incentivize key employees with restricted or phantom stock. Accounting System Design & Maintenance Creating the best system for your business and knowing what matters. ​ Tax Credit Analysis The benefits in the tax code that could reduce taxes and increase profitability. ​ Cost Segregation Studies Accelerate the income tax benefits of a recent purchase. ​ Captive Insurance Companies Protect your business while customizing a protective and beneficial insurance policy. ​ Merger & Acquisition Deal Structure Analysis and planning to maximize tax benefits. ​ Fractional Family Office Payment of household bills and reporting Wealth management across generations Maximize financial management of disparate assets
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