Your Full Service Fractional CFO Partner and Accounting/Tax Firm It should go without saying that you and your company need accurate and timely financial statements and tax returns. This should be the bare minimum and where most professional service firms set their bar. But we believe you should expect more than that. This is what it should be... Clear, sound advice and direction on what your financial statements may not be telling you by glancing at them. Key Performance Indicator dashboard creation, monitoring and refining for helping make immediate decisions on what you should do next to grow your company. This is optional. But it's not an expense, it's a return on investment. Leading edge solutions to grow and protect your retirement nest egg and planned distributions, designed specifically for the advantages of being a business owner. Tax Strategy, Implementation and Preparation. The target is to minimize taxes to the legally permissible amount. Your accountant should not be meeting with you in March/April when taxes are due and tell you "this is what you owe the government and this is what you owe me...see you next year." No financial plan is complete without a tax plan. Let’s set a target together. We are creative, yet conservative in the approach. Most CPA are drawing from 50 available deductions. We have several hundred, but certainly not one size fits all. Business Advisory Business entity structuring/restructuring, merger/acquisition, succession/exit planning. You may not need this at the moment. But when you do, you'll be glad you hired us way before. The conversation should start with the most trusted advisor, your CPA. Let’s have a conversation Overview 25 years in business 2-10 staff Services available remotely Reviews