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What we do

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Accounting

Client Accounting Services - Whether you need ongoing assistance, year-end help, or full-service support of your bookkeeping and accounting efforts, we can offer the level of service you want.

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Tax Services

Tax Preparation, Planning & Strategy - You can trust us to handle your complex tax situations and provide the tax planning & strategy you need to make informed decisions throughout the year.

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Advisory

Advisory & Business Consulting - Let us put our expertise to work for you. Whether you need professional advice for a one-time event — or ongoing business consulting for management, operations, or strategy — we can help.

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CFO Services

Your Outsourced CFO - When your business is going through a transition you may need executive-level support, which makes our outsourced CFO services the perfect solution.

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WHO WE SERVE

We understand your challenges. Let our experience help uncover your needs and guide your path to success.

Businesses & their Owners

We're entrepreneurs serving entrepreneurs. We understand the challenges you face and have the accounting, financial, and technical expertise to help you thrive in today's competitive marketplace.

Real Estate Investors

We have a passion for helping you realize your real-estate potential. Whether you're an SFR landlord, own multi-family properties, or are a commercial investor/developer, we'll guide you through the financial and tax side of your investments.

High Net-Worth Individuals

Simply put, individuals with higher-than-average wealth typically find their financial status brings about more complexity. While it's a good "problem" to have, it can be overwhelming to navigate your finances and taxes. Let us help.

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The business reevaluation: The key to your success

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From the firm: Practicing gratitude all year long

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Hiring and managing a hybrid team

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4 employee perks that attract and retain talent

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