We are a full-service accounting and advisory firm. We provide traditional services such as bookkeeping, accounting, financial statements preparation, and tax preparation for businesses at any stage. Additionally, we provide financial advisory, tax planning and advisory, financial analysis, business planning, and more. If you're unsure what you need, book an appointment and we will guide you through a list of questions and pinpoint what you need.

We have a combined 75 plus years of experience with all our partners and team members. Granted each CPA has a unique expertise, whether it be accounting, finance, taxation, and business advisory, not to mention our staff. We got you covered!

We specialize in $3M+ service-based companies (technology, IT/cybersecurity, professional services, healthcare, consulting) and real estate investors with substantial portfolios. Our ideal clients are growth-minded business owners who need integrated CFO advisory and accounting services and can benefit from our VALUEATION-MT® methodology."

We know that each client is unique needs. Challenges arise at each stage of a business from start-up to established. Therefore, we customize our services to address your and your business specific needs.

Traditional firms charge hourly rates, however, we do not. We believe in providing value through ongoing relationship. Based on the services you require; we will provide you with three packages to choose from.

We understand that in some cases you may need a one-time project and therefore, we can accommodate a project-based fees.

In general, for ongoing services, you pick a package, and you are billed monthly, similar to a subscription, which make it easier for you to plan and budget.

We take your data security and confidentiality very seriously. Therefore, we protect your sensitive financial information and maintain confidentiality in accordance with industry standards and regulations. We use a secure client portal to upload financial or tax documents, personal information, etc... we also communicate with you in the secure portal to increase efficiency for all of us.

It's one of core values to build an ongoing relationship with our clients; therefore, we provide ongoing support and advisory services such as regular financial reviews, strategic planning sessions, or compliance assistance, depending on what package you choose.

Our firm is commitment to continuous learning and professional development to stay abreast of evolving accounting standards, tax regulations, and industry trends.

You can find testimonials, case studies, or references from satisfied clients that demonstrates our track record of success and client satisfaction on our website, on Google and LinkedIn reviews.

First step is to book your appointment for an initial meeting. Once you book the appointment, you will receive a Financial Health Check to complete in addition to the appointment information.

Please complete the financial HealthCheck before your scheduled appointment. Your time is valuable, but so is ours. It's important we establish trust by working through a structured format and expectation at the onset.

During the appointment we will discuss the financial health check and provide you with options on services that would solve your challenges. We will then provide with a quote for the packages available for the services for you to choose from.

Once you choose a package, we will provide you an engagement letter to be signed electronically, the initial invoice to get started and list of items we need to start work.