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Business Services


Successful business owners know that a thorough understanding of their company's financial health and resources is critical to success.  The right CFO will make these items transparent to owners on a regular basis so that important decisions can be made.  They also play an important role in problem solving, goal setting and developing business strategy.  We have experience serving in this role for small and mid-sized private companies.  We can help during a short term transition,  assist with special projects or issues that arise, or provide a complete outsource solution.  


Below is a list of typical CFO advisory services we provide:

  • Cash and financial forecasting 

  • Resolve cash flow challenges

  • Organize historical financials

  • Create long-term financial strategy

  • Ensure compliance with bank covenants

  • Provide buy or sell side due diligence

  • Systems assessment / ERP implementation and integration

  • Modify accounting procedures and implement best practices


Whether you are a start-up or established business, we can work alongside your existing team or provide you with a full service accounting solution.  We can help you set up a new accounting system or maintain your current one.  We will review your chart of accounts, tax and financial accounting methods, and policies and procedures for monthly close.  Then we will recommend best practices that make sense for your business.  We can customize our services in a way that works best for you and your team.  We can provide accounting services on a monthly or quarterly basis or simply as needed.    


Below is a list of typical accounting services we provide:

  • Monthly bank and credit card account reconciliations

  • AR and AP management and monthly reporting

  • Job cost accounting

  • Chart of accounts review and maintenance

  • Fixed asset depreciation calculations (Book, Tax and AMT)

  • Online bill pay

  • Document management system selection and implementation

  • Time and expense system selection and implementation

  • Accounting for:

    • Payroll

    • Outstanding debt payments

    • Sales and use tax

    • Capital contributions and distributions

Tax Services

We have extensive expertise with individual, corporate, and partnership tax planning.  Our services are geared toward keeping you compliant, reducing your tax burden and mitigating audit risk.  


Below is a list of typical business tax services we provide:

  • Preparation of individual, corporate, or partnership returns

  • Assistance with corporate structuring (LLC, Partnership, Corporate, S Corp, Etc)

  • Review of tax structure, elections and methodologies that are most tax efficient and make sense for your business

  • Representation before the IRS and State Departments of Revenue

  • Sales and use tax review and preparation of monthly returns

  • Cost Segregation Services

  • Research and Development Tax Credit Services

Transaction Services

Regardless of where your company is in its business life cycle, we can help you achieve greater value by preparing for an exit strategy.     


Below is a list of typical transaction services we provide:

  • Work with your adviser team to structure debt and/or equity transactions

  • Analyze tax and financial risks / Prepare due diligence reports for prospective buyers or sellers

  • Work with independent appraisers to facilitate financial and property valuations

  • Assist with adopting and integrating new Enterprise Resource Planning (“ERP”) systems

  • Assist with post-merger financial and operational integration plans

  • Plan for business and investment related real property events such as an acquisitions, sales, like kind exchanges, involuntary conversions or sale-leaseback transactions

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