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Our Approach

Our business acumen allows us to provide operations, product, management, accounting, financial, compliance, and other technical knowledge to meet your company's mission and surpass expectations.

Outsourced Controller and Accounting

  • Implementation of best practices for a strong financial framework following US generally accepted accounting principles

  • Digital bookkeeping, KPI reporting, and analytics automation 

  • Gap analysis and internal control risk mitigation


  • Audit readiness and support

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Using the #s to drive decisions

Business Tax 

  • Tax planning and mitigation strategies


  • SALT and payroll tax preparation and compliance


  • Federal and state tax preparation and compliance


  • Nexus analysis

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 Getting the #s Right

Outsourced CFO and Finance

  • Investor and management ready reporting

  • Budgeting, forecasting, and modeling

  • Capital sourcing and covenant management

  • Sell-side due diligence

  • Strategic planning

Planning and compliance by the #s

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Unsure where to start?

Book a consultation now. 
We will solve your business challenges.

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