Wondering what your next steps are for your financial wealth and wellness?

Want to better understand or manage your tax situation?

Our individual tax and financial mastery services provide professional, personalized guidance and education grounded in your goals.  These services help you optimize tax and personal savings, prepare for tax balances due and manage your finances effectively through customized strategies and insights.

• Tax Compliance

• Tax Planning

• Financial Budgeting

• Financial Mastery Programs (Includes a Self Paced Online Financial Excellence System Course)

Advisory Services

Ever feel frustrated or stuck trying new strategies for growth or stability?

Struggling to select the right path to focus energy to build your dream?

Our advisory services provide your Company with the professional expertise needed to advance your Company to its next level. We get an understanding of your vision and goals so that we can create a unique work program to help you grow, scale and excel.

• Strategic Plan and Financial Forecast Alignment

• Financial Budgeting

• Cash Flow Optimization

• Revenue Planning

• Financial Mastery Programs (Includes a Self Paced Online Financial Excellence System Course)

Outsourced Services

Need to strengthen the skillset of your accounting team?

Struggling with accurate and timely processing and reporting?

We are your partner, providing our professional services in finance and accounting so that you can focus on other areas of the business. Strategic thinking, process and procedures, or the accounting functions (or a combination of all three)

• CFO Services

• Controller

• Accounting Team Member

Taxation

Seek to strategize around your taxation matters?

Have any unresolved tax issues?

We provide comprehensive, personalized support to your company so that you can be prepared, attain financial excellence and achieve your goals. We help you optimize your tax strategies, manage your tax obligations timely and address and resolve income, sales, or payroll tax issues.

• Tax Compliance

• Tax Planning

• State and Local Tax Matters

• Tax Research and Resolution Strategies

Business Consulting and Financial Mastery

Looking to understand the right entity structure?

Wondering what your next steps are in your business lifecycle?

We provide essential guidance so that you can create and execute on a solid, financial and organizational foundation. Our professional services help you to manage your finances by understanding your numbers, establish the right legal structure, or get started in business properly.

• Start-up

• Entity Type Solutions

• Exit Strategy Planning and Forecasting

Advisory Services

Ever feel frustrated or stuck trying new strategies for growth or stability?

Confused about what numbers matter or how they tell the story to get you to the next level?

Our advisory services provide your company with the professional expertise needed to advance your Company to its next level. We gain an understanding of your vision and goals so that we can create a unique work program to help you grow, scale and excel.

• Strategic Plan and Financial Forecast Alignment

• Financial Budgeting

• Cash Flow Optimization

• Finance Policies and Procedures

• Special Projects (Business and Finance Diagnostic, Financial Statement Audit assist, Financial Statement Conversion – from GAAP to Tax, Finance Team Training and Development, Union Audit Assist)

Outsourced Accounting and Finance Solutions

Need to deepen the skillset of your accounting and finance function?

Struggling with accurate and timely processing and reporting?

We are your partner, providing our professional services in finance and accounting so that you can focus on other areas of the business, such as strategic thinking, process and procedures, or the accounting functions (or a combination of all three).

• CFO Services

• Controller

• Accounting Team Member

• Back Office Solutions

Taxation

Want to better understand or manage one of the most significant expenses of your business?

Seek to strategize and optimize tax savings?

We provide comprehensive, personalized support to your company so that you can be prepared, attain financial excellence and achieve your goals. We help you optimize your tax strategies, manage your tax obligations timely and address and resolved income, sales, or payroll tax issues.

• Tax Compliance

• Tax Planning

• State and Local Tax Matters

• Tax Research and Resolution Strategies

Business Consulting and Financial Mastery

Looking to deepen your understanding of financial literacy?

Wondering what your next steps are to grow or stabilize?

We provide essential guidance so that you can create and execute on a solid, financial and organizational foundation. Our professional services help you to manage your finances by understanding your numbers, establishing the proper legal structure, or get started in business properly.

• Start-up

• Entity Type Solutions

• Exit Strategy Planning and Forecasting

• Revenue Planning

• Financial Mastery Programs Includes a Self Paced Online Financial Excellence System Course)