Our expert conduct data analysis and evaluate your key business drivers, help you understand your company's current position and how to maximize its growth potential. We ensure you stay on track to achieve your financial and business goals.

  • Help build financial strategies and models to control costs, reduce debt, maximize profits and cash flow, and give you a clear handle on what is going on

  • Help build a financial plan that take advantage all growth potentials, minimizing risks, achieving maximum ROI, and move the company to its next growth phase

  • Assist you with banking, financing, internal controls, risk management, correct accounting mistake and more

  • Help develop comprehensive tax strategies tailored to your industry and circumstances to minimize your tax burden.

  • Help build accurate budget and forcast for your business.

  • Prepare accurate reports for the banks, board members, investors, and other parties.

Our financial services including:

  • Business Financial Management:

    • Operational reviews

    • Operational controls

    • Accounting & bookkeeping accuracy

    • Labor cost management

    • accountability management

    • Loan assistance and support

    • Bank financing

    • And more

  • Strategic Planning:

    • Business growth planning

    • Financial projections models & budgets

    • Benchmarking & Ffnancial metrics

    • Cash flow & budget forecasting

    • Break-even analysis

    • Tax credits, incentives & stimulus funding ID

    • Debt planning & reduction

    • Tax saving strategies

    • Financial risk management & analysis

  • Business Financial Reporting - Assurance

    • Financial results & reporting

    • Financial statements

    • Budget-to-actual reporting

    • Variable vs. fixed expense reporting

    • Our assurance services include two levels of financial statement preparation: compilation and review.

  • Financial Troubleshooting:

    • Business start-up consulting

    • Business valuations, mergers & acquisitions consulting

    • Retirement planning for business owner and their employees

    • Insurance review & claim support

    • And more

We can tailor our packages to meet your needs and growth goals

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Our Services

Accounting - Bookkeeping

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Tax Planning - Tax Preparation - Tax Resolution

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State & Local Taxes - Estate & Trust Tax - Tax Advisory

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CFO Services - Assurance

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