An overview

We are top professionals with more than 30 years of experience working with private businesses and high net worth individuals with accounting, fractional C-Suite and business operation services, and complex projects.

We assist with the back-office reorganization, creating a structure geared towards future growth, scaling of existing business and launching new business ventures. We specialize in complex projects and assisting high net worth individuals with accounting and operational services, asset, and divorce settlement management.

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Virtually serving the US
WHAT WE OFFER

Accounting & Advisory

Outsourced-Customized Full Service Client Accounting & Advisory Services (CAAS). Beyond your accounting needs, we leverage the best-in-class technologies and software solutions customized for your business and future growth.
Custom Solutions and Services

An All Inclusive Solution for Your Business

Controller Services
High-Level Oversight of Financials and monitoring of the day-to-day financial transactions.
Digitally Transform Accounting & Operation Processes
We streamline accounting and bill payments including creating an approval process.
Dashboard Reporting & Financial Information
Financial reports customized to your needs; timely & accurate monthly, quarterly, & annual financials.
Job Costing, Budgeting, & Forecasting
We design, create and manage job/project costs and budgeting. We provide proactive analysis & forecasting.

Franchise Taxes, Sales & Use Taxes, 1099 & 1096 processing, Payroll Taxes

REPORTING & AUDIT SUPPORT

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