Services

Services are customized to the needs of each client, but can include:

Building a Strong, Flexible, Growing and Profitable Organization for You

Strategic and growth planning

Competitive, market, product and business insights

Culture, structure, process and people integration

Implementation - helping you make it happen

Cost reduction, profitability, and cash flow improvement
Refinancing, reorganizations, and workouts
Mergers, acquisitions, and business sales
New business startups

Part-time and virtual controller and CFO services

Financial, Planning & Analysis services

Special projects, financial analysis

Corporation, S-Corporation, partnership, LLC, and solo firms

Individual returns

Tax audits

U. S. Federal and Florida taxes

Payroll, sales, intangible, capital gain, and investment taxes

Accounting

Financial statements, compilations, and reviews

Frameworks including GAAP, tax, cash, and AICPA Small & Medium-Sized Entities

Financial reports, special procedures, and other reports

Year-end and special adjustments

Reconstruction of missing and damaged records

QuickBooks and other computerized systems

Forensic & Litigation Services

Consultant and expert witness

Business, construction, and commercial litigation

Financial analysis and damages testimony

Projects for litigation, arbitration and negotiation