Services
Everything a growing company needs from a modern CPA firm.
One bench. Strategic, forward-looking work alongside the compliance. Built for founders, investors, and operators who want clarity and leverage.
Our service lines
Fractional CFO Services
Forecasting, budgeting, board reporting, fundraising support, KPI design, and unit economics.
Tax Strategy & Planning
R&D credits, QSBS qualification, entity restructuring, multi-state nexus, cost segregation, 1031 exchanges.
Business Advisory
M&A diligence, sell-side prep, cap-table modeling, exit planning, succession strategy.
Assurance: Audits, Reviews & Compilations
CPA-certified financial statements — including Yellow Book, Single Audit, 401(k)/ERISA, SOC 1 & 2, and FAR/AASHTO overhead rate audits.
Outsourced & Technical Accounting
Controller-grade close on QuickBooks, Xero, NetSuite, and Sage — plus ASC 606, 842, 718, 805, and 326 technical accounting memos.
International Tax
GILTI, FDII, Subpart F, FBAR/FATCA, transfer pricing, treaty analysis, expat & inbound.
Tax Preparation & Compliance
1040, 1120, 1120-S, 1065, 990. Federal, multi-state, foreign reporting.
Entity Formation & Structuring
LLC, S-corp, C-corp, holding co structures aligned with your tax + fundraising plan.
Stop overpaying. Start strategizing.