PRACTICE AREAS

OUTSOURCED CFO

Our outsourced CFO services are tailored to our client's needs.  We work closely with our small business clients to identify weaknesses in their current business models, set goals, and create a strategic plan to reach those goals.  We then help clients implement their plan and pivot as needed.  

Bookkeeping, Cash Flow Management, Financial Strategy

TAX REPRESENTATION

Tax issues can be scary, but chances are as a small business owner at some point in time you will receive correspondence from a taxing agency that requires action on your behalf.  We help clients navigate these scenarios with confidence.  Our professionals are licensed to provide representation in all 50 states.

Tax Representation & Resolution

TAX PLANNING

Taxes are one of the largest expenses that small business owners will incur.  With proactive tax planning some of these taxes can be reduced.  With our tax planning we look at our client's current tax picture and their short and long term financial goals to create a tax plan that fits their needs.

Planning for Current & Future Years

FINANCIAL EDUCATION

We know that not all small business owners are able to immediately hire a tax professional and/or a CFO.  But we also know the value and financial savings that come from working with these professionals.  To help small business owners navigate these waters on their own we have created a set of financial management resources with our memberships and masterminds.

Education on Bookkeeping, Taxes, and Financial Management