About Us

• We work with closely held businesses and their owners in a wide range of business advisory services such as part time CFO/Controller work, financial projections, cash flow management and improvement, business valuations, mergers and acquisitions, financing assistance, increasing business value and internal costing. We also specialize in providing clients income tax services such as income tax projections, tax credit opportunities, estate and succession planning, multi-state income tax strategies and entity type selection.