Services
Tax, assurance, and accounting handled by senior people, alongside transaction advisory and fractional finance you'd normally have to hire separately. One team, one relationship, nationwide.
Year-round strategy for individuals, partnerships, S-corps, and C-corps — so the return is the record of a plan rather than a surprise.
Independent assurance that holds up with investors, lenders, boards, and regulators — delivered on a schedule you can actually build around.
Clean books closed on a predictable cycle, with a reporting package that answers the questions you're actually going to ask.
Experienced advocacy through notices, examinations, and resolution — with someone who has done this before handling the correspondence.
Forensic accounting and fraud examination for the situations where the numbers are the whole argument.
Quality of earnings and transaction support, fractional CFO and controller coverage, and fractional FP&A — detailed below.
This is the part most boutique CPA firms don't offer. Our partners have spent their careers on the corporate finance side — valuation modeling, FP&A, pricing, national account P&Ls at publicly traded and PE-backed companies — and that work sits alongside the compliance practice rather than being referred out.
Support on both sides of a deal, built around the questions a buyer's diligence team will ask.
Senior financial leadership sized to what you actually need — a few days a month, or through a specific stretch.
Planning and analysis that survives contact with a board — and tells you which levers actually move the outcome.
Good accounting travels; the fundamentals don't change from one sector to the next. That said, some industries carry their own revenue recognition questions, regulatory pressure, and investor expectations — and these are the ones where we've worked deeply and repeatedly:
If your industry isn't on that list, it isn't a barrier — tell us what you do and we'll be straight with you about whether we're the right firm for the work.
Regulation A and Regulation CF offerings carry financial statement requirements that catch a lot of emerging companies late. We provide the audits and reviews those filings require, on the timeline the raise actually runs on.
Independence rules keep attest work separate from accounting work, so we serve as either your independent auditor and reviewer or your outsourced tax and accounting partner — whichever role fits your situation better. We'll tell you at the outset which one we can take, rather than discovering it halfway through.
Twenty to thirty minutes. What you need, what's driving the timing, and whether we're the right firm for it.
A written scope with a fixed fee or a clear range. No hourly surprises after the fact.
Engagement letter, secure document exchange, and a short list of what we need to start. We work from your systems where we can.
A set cadence, a named point of contact, and answers in hours rather than days.
A short conversation, no charge and no pitch. If the work isn't ours, we'll say so and point you somewhere useful.
One of the partners will reply personally within one business day, usually sooner.