Business Owners

Business Owners

It doesn't matter what stage your business is in - startup, growth, established, or exiting/succession.  We are here to help you along the way.

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We try to make it so you have everything in one place.

We try to make it so you have everything in one place.

We try to make it so you have everything in one place.We really enjoy working with business owners.  We enjoy it because we are a business as well.  So we are in the same boat.

We offer a wide range of services from being your CFO to all of the following.

  • HR and Employee Benefits
  • Succession Planning and Business Valuations
  • Cash flow Management

In Collaboration with Accounting firms we help provide.

  • Payroll and Bookkeeping
  • Virtual CFO 
  • Ongoing Advice

These are the questions that we help answer that are quite common.  

  • Am I paying to much in taxes?
  • How much should I pay myself?
  • How do I exit the business?
  • Should I take a loan?
  • Should I buy or lease/rent?
  • Do I have enough insurance?  (do i have too much insurance?)

Download Our Tax Reform Ebook!

In 2018, the United States saw the biggest overhaul to the tax code in 30 years. Download our free ebook now to learn about how these changes impacted the financial landscape.