top of page



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 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


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


Our services are not just limited to the high end services, we also provide tax preparation for both businesses and individuals as well as full charge bookkeeping services.  Because of our experience in tax planning and representation you can rest assured our bookkeeping is done properly - in a way that you can easily navigate an audit.

Tax Preparation for Both Business and Individual Returns and Full Charge Bookkeeping

bottom of page