Financial Advisory Services

Have an in-house bookkeeper, but need more high-level financial review and analysis? We can put together a custom package for Financial Analysis, Managerial Dashboard Reports, and Key Performance Indicator tracking to fit your needs. We’ll not only build the reports for you, but we’ll let you know exactly where you need to focus to reach your business goals. With monthly or even weekly strategy and review calls, we’ll dig into the real story behind your numbers and develop a plan to make improvements where it counts.

General Consulting

If you know you need to implement internal controls to protect your company, but aren’t sure where to start. Need to set up systems to work more ON your business than IN your business. Or your business may have grown so quickly you weren’t able to put processes and procedures in place, now you can’t keep up and know you need to standardize processes to train new employees to handle the extra work. We can help you manage these projects and more. 

Book a call with us so we can get to know exactly what you need.

Sales and Use Tax Management and Audit Defense

State and Local Sales and Use Tax can be a huge burden to small business and it’s hard to find providers who have real experience in this area. With 10+ years of experience in multi-state sales and use tax, we know some of the big risk factors facing small business. Sales tax audits can result in Tens if not Hundreds of thousands of dollars in taxes due, plus penalty and interest over the course of an audit.

We provide proactive reviews and internal audits to uncover risk areas and correct any issues and Audit Defense if you are ever subject to a State, City, or County sales tax audit.