OUR SERVICES

We act as an extension of your team, providing day-to-day financial management and CFO-level guidance to keep your operations running smoothly and strategically.

Our business services include:

• CFO Services & Bookkeeping: Accurate financials, streamlined processes, and insights that drive better decisions.
• Job Costing & Project Accounting: Real-time visibility into profitability and project performance.
• Process Improvement & Cash Flow Strategy: Smarter systems to strengthen operations and anticipate future needs.
• CPA Coordination: Seamless collaboration to ensure reporting accuracy and timely compliance. 

Our tax and advisory services are designed for complex portfolios, multi-entity structures, and long-term planning. We bring technical depth and a proactive approach to every engagement.

Our specialized services include:

• Real Estate & Partnership Tax Strategy: Structuring and planning to maximize tax efficiency.
• Fixed Asset & Depreciation Optimization: Comprehensive analysis to capture deductions and stay compliant with Tangible Asset Regulations.
• Family Office Support: Coordination across generations to manage wealth, compliance, and reporting.
• CPA Partnership & Oversight: Reducing your internal management burden through direct coordination with tax professionals.