Yes, we do offer a free initial consultation. It allows both of us a chance to determine if our services are a good fit to your situation.

We work with small and medium-sized businesses. We work in many industries including service-based companies. If you have a particular niche feel free to contact us and we will decide together if we are a good fit.

We make it our priority to reach out to our customers on a consistent basis because we care about the success of your business. Our experienced team will provide timely advice and planning, striving to allow you to grow and save money. OUR SYSTEM WILL PAYBACK MANY TIMES OVER. We help you see the path for your business decisions, thereby enabling you to increase your profitability. We will help you keep your organization compliant, minimizing your clerical costs. Your increased visibility will help you to know when to expand your business and secure loans with solid financial performance & statements. Effective Tax Planning to Minimize Stress and Costs, combined with a system and financial partners equivalent to a Fortune 500 Company will empower you as a Small Business Owner.

It starts with receiving your source file or documents. This can all be done online if you prefer. We report back to you with the information needed to make smart decisions and become the foundation for our ongoing conversations. We have a very organized system of communication that promotes efficiency.

The best way to begin is to either call or email us (see contact info in our bio above). We will discuss your needs, answer any questions, and decide if we are the right fit for each other.

Experienced business leaders with a combined 40+ years of experience in senior leadership with Fortune 500 companies, influencing the future of business finances.