We help you to gather the tools you need for success and we teach you how to use them.
We also place people and begin solution-oriented consulting work
by working internally with their people and systems.
Your Start-Up
Your Vision

You have the vision and we are your "How-To" guide.

  • Financial Plan and Business Model

  • Fundraising/Financing Strategy

  • Financial Statement Preparation

  • Account Reconciliations

  • Accounts Receivable

  • Accounts Payable

  • Daily/Weekly Transaction Processing

  • Cash Management

  • Payroll Processing

  • We define the best form of entity

  • Acquire Operating Agreements

  • Create Articles of Incorporation

  • Assess your financial needs

  • Secure capital

  • SBA start-up loans

  • Assist with lines of credit and debt financing

Your New Company

You have more customers and are becoming a part of the community. Staff is growing along with revenue and cost. You need some cash flow management….

  • Debt/Equity Financing

  • Financial Modeling

  • Scenario Planning

  • Budgets & Forecasts

  • KPI Reporting

  • Development of Internal Controls

  • Management/BOD Reporting

  • Bank/Third-Party Reporting

  • Legal Liaison

  • Audit Management

  • Contract Review

  • Timely Monthly Close

  • Financial Analysis


You are a well-oiled machine with sizable revenues, management, customer base and productivity. The company is established and you are focused on expansion, control and compensation.

  • Financial Process Improvement

  • Post-Merger Integration

  • Performance Management

  • Analyze & Justify Use of GAAP

  • Review & Documentation of Policies/Procedures

  • Financial Analysis

  • Vendor Audits

  • Revenue Accounting

  • Account Reconciliations


Ready to expand?

With our help you are able to handle progression and growth of your business.

  • Capital Planning

  • Mergers & Acquisition Support

  • Accounting/ERP Implementations

  • Operation Audit

  • Performance Analysis & Benchmarking

  • Financial Due Diligence

  • Compensation Planning

  • Mentor/Train Key Personnel

  • Insurance & Risk Management 

Why Financial Consulting?

From start-ups to turnarounds, our financial consultants are here to help you succeed. 



When things start looking down...


Is your company viable?

Is your business unique?

Is your company sustainable?



We will work with you.

Process Transformation & Improvement

Business Process Improvement

Treasury Operations

Skills Development and Training



Skills Development & Training

Mergers and Acquisitions






Financial Reporting & Analysis

External Financial Reporting

Internal Management Reporting

Key Performance Indicators

Planning, Budgeting and Modeling

Account and Transaction-Level Analysis



Technical & Operational Accounting

Revenue Recognition Implementation

GAAP Conversions

Policies and Procedures

Accounting Operations



Remediation & Audit Response Support


Audit Response


Why Consulting?
Why Consulting?
Tax Services
Tax Services
Merchant Services
Merchant Services
Notices & Audits
Notices & Audits
IRS and Tax Authorities
IRS and Tax Authorities
Financial Reporting
Financial Reporting
Raising Capital
Raising Capital
Form of Entity
Form of Entity