SERVICES
We Invest In Your Success!
Taking Your Business To The Next Level

1
CFO SERVICES FINANCIAL ADVISORS & RIA’s
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Entity Tax Planning
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Partner/Owner Level Tax Planning
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Entity Optimization
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M&A Support
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Cash Management Strategies
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Short/Long Term Business Planning
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KPI Tracking
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Financial Statement Prep
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Budgeting & Projections

2
ADVISORY
SERVICES
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M&A Support -
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Due Diligence
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Sellside support
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Buyside support
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Entity Optimization
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Cash Management strategies
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Short/Long Term Planning
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CFO Services
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Succession Planning

3
BOOKEEPING
SERVICES
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Payroll
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Accounts Payable Management
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Processing Accounts Receivable
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QuickBooks Setup & Management
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Financial Statements Prep
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Bank Reconciliations

4
TAX
SERVICES
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Individual Tax Prep
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Business Tax Prep
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Estate & Trust
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Nonprofit Tax Prep
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Tax Planning
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Liability Resolution
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Cryptocurrency Accounting
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Audit Representation
WE'RE GOOD WITH NUMBERS
34
Years
of Experience
$100M
Client Revenue
$100K - $100M
1000+
Clients
Every Year
26%
Reduction in Effective Tax Rates
DEDICATED. EXPERIENCED. TRUSTED.
ABOUT US
Our Experts Are the Finest
Our professional staff of accountants are ready to elevate your financial and business objectives by providing innovative, proactive, and customized CFO level services and strategies.

ENDORSEMENTS

CONTACT
Let’s Work Together