The practice was formed to provide clients with an advisory business partner along with traditional tax, accounting, and consulting services. We work primarily with small and mid-sized businesses, accredited investors, and high net worth individuals. Our clients include partnerships, LLCs, PLLCs, S-Corporations, C Corporations, and the owners & investors thereof. We also work with individuals, sole proprietorships, trusts, estates, and non-profit organizations.
The practice is committed to helping all clients, regardless of industry or size, to successfully navigate through the current and anticipated economic environment. Recent tax law changes have made it critical that businesses evaluate the financial aspects of their business models in order to maximize efficiency, cash flow, and ultimately profitability. Adapting strategic thinking to a changing economy is essential to gain and maintaining a competitive edge.
A strategic client-centric approach is taken with each engagement. During the performance of our work we task ourselves to the high standards while also looking to identify future opportunities and /or potential issues the client may have. The objective is to not only provide outstanding professional services, but also to provide ongoing guidance and advice.
Business owners know and understand their industry and how their specific business works, however, it is our job to help them become more efficient and financially profitable through the various accounting, tax, consulting, and outsourced CFO services we offer.
