We are not licensed to manage investments but we can advise on the tax implications of certain investment types as well as financial forecasting for proper investment strategies.
From basic tax filing to more complicated business and multiple business returns, we have you covered.
We provide anything from AP/AR, financial planning, reporting, and analysis, to training on top accounting platforms.
We engage in CFO contract services in a retainer format. During the term of engagement, we will help organize and direct all financial activity.
While we don't advise on organization structure concerning partnerships and legal implications, we do advise on how to best start an organization from a financial perspective.
We are diverse in accounting methodologies for all types of industries, however, we do specialize in the restaurant, construction, and energy industries.
