Outsourced CFO/Consulting: We assist clients who need project-based, or more strategic consulting completed, like M&A Due Diligence/Valuation, long-term and exit planning, capital needs assessment and raising, and oversight/recommendations for existing accounting and business needs.


Outsourced accounting department: Bookkeeper to C-Suite team staffed to your needs: We engage with you and your team as your accounting department, and provide a team of accountants to be everything from day-to-day transactional accounting to monthly financial reporting and analysis. Since we work in teams, you don’t have to worry about supervision of a “bookkeeper” or a one-man shop, and have 365 coverage for surprises along the way.  Our process ensures the team stays in the loop on all Company matters, and is matrixed with other teams to leverage the strength of other clients as well.


Tax preparation and planning: Some clients already have accounting processes in place, and that is okay! We are a registered public accounting firm, and have CPAs on team to help with annual compliance for tax preparation and filing, planning and strategy.


Quickbooks training and support for smaller businesses: Brand new business? Just learning the basics?  Every single one of our team members is a Quickbooks Pro Advisor, and can help with your set-up, training, and support if you would prefer to “do it yourself” or “do it with us”.

Our Process

Phase No.

01. Financial Literacy:

  • Identify roles and responsibilities with the business
  • Identify where the business is currently from a financial perspective
  • Identify where the business wants to go

Phase No.

02.Financial Due Diligence:

  • Compliance
    • Risk-Based Approach to identification of areas of concern
  • Process
    • Ensuring the right People are on the team, tools employed, and roles/responsibilities

Phase No.

03.Financial Support:

  • Providing world-class financial support