Strategic tax planning and compliance services for businesses and their owners.
Professional bookkeeping services including accounts payable, accounts receivable, payroll, and bank reconciliation.
Outsourced controller services for month-end close, financial reporting, internal controls, and accounting operations.
Part-time CFO leadership for growing businesses that need strategic financial guidance without the cost of a full-time executive.
Financial planning and analysis expertise including budgeting, forecasting, variance analysis, and management reporting.
Due diligence and quality of earnings analysis for mergers, acquisitions, and private equity transactions.
Business intelligence dashboards and automation solutions for finance teams using Power BI, Excel, and modern analytics tools.
General business and financial advisory: strategic planning, operational improvement, profitability reviews, and owner-operator guidance.
Independent audits, reviews, and compilations — including financial statement audits, employee benefit plan audits, and SOC engagements.
Tax preparation, compliance, and filing for businesses and individuals — from annual returns and sales tax to multi-state and cross-border work.
Executive search services to find permanent or interim CFOs and senior finance talent.
Estate, gift, and trust planning for business owners and high-net-worth families — succession design, wealth transfer, and related tax strategy.
Forensic accounting and litigation support — fraud investigations, economic damages analysis, and expert witness services.
Insolvency, restructuring, and turnaround advisory — including creditor negotiations, bankruptcy support, and distressed business guidance.
Fully outsourced accounting departments for growing businesses — day-to-day bookkeeping, month-end close, reporting, and controller-level oversight.
Risk advisory, internal controls, and compliance — enterprise risk management, SOX support, internal audit, and regulatory readiness.
Wealth management and investment advisory for business owners and high-net-worth individuals — portfolio planning, tax-aware investing, and retirement.