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Business Services

Part-Time CFO Services

Our Part-Time CFO service gives you a professional financial manager who works with you to help guide your business to success.

Small Business Account

As a small business owner you have more important things to do than to keep your own books. We take care of your books for you, so you can get back to the job of running your business and generating

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Forensic Accounting

Forensic accounting - also called financial forensics or forensic auditing - is an area of accounting that investigates actual or anticipated disputes.

Cash Flow Management

A cash crisis can be emotionally devastating. It can even kill your business. The starting point for avoiding a cash crisis is allowing us to develop a cash flow projection for you.

Bank Financing

Requesting a business loan without adequate preparation sends a clear message to the lender: High Risk! It pays to be prepared and organized in your approach for financing.

Strategic Business Planning

If you still have all your plans and ideas locked up inside your head, preparing a strategic plan can help you clarify your company's direction.

Succession Planning

Developing and implementing a well-designed succession plan is essential to the survival of a family business from one generation to the next.

New Business Formation

Opening your own business is exciting and thrilling. It's everything that comes after the excitement and thrill has worn off that dictates whether a small business will make it or not.

Non-Profit Organization

The IRS uses very specific revenue and expense classifications to determine if your organization will retain its tax-exempt status.

Internal Controls

We assess your internal control systems to determine the efficiency and effectiveness of your operating procedures, then we make recommendations that help your company becomer.

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