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Consulting


Offering a robust line of products to meet your personal and business needs

Select a product

Get the expert guidance of a CFO...at a fraction of the cost

business management services

We provide tax consulting, assist with entity selection, and strategic guidance for U.S. and foreign businesses and individuals.

We’ll meet with you regularly to discuss your financials and offer deep insight into your data via business-critical and highly customized reports, including budgeting and tax planning. We’ll also track and provide deep analysis of revenue and profits, expenses, payroll, cash flow, and unique KPIs (Key Performance Indicators). It’s like having a CFO…but at a fraction of the cost!

Take a moment to consider all of the services available to you:

  • Budgeting
  • Revenue analysis
  • Expense analysis
  • COGS (Cost of Goods) analysis
  • Cash flow analysis
  • Tax planning and projections