Grow your business with confidence.
SEIZE EVERY OPPORTUNITY.
We know what it takes to start-up companies, be entrepreneurs, bootstrap, create business plans, deal with unexpected events, figure out how to make payroll, maximize cash flow, deal with customers and vendors, and much more. Be confident in your business, prepare for growth, and find success.
What to expect
Get to know each other and learn about your goals and situation.
Make a Plan
Agree on the scope of work and ensure we are a good fit for each other.
Execute the plan together to achieve your goals with confidence and peace of mind.
Business Entity Setup
Don’t pay an attorney thousands to set up your business, check with us first, we have an effective process that focuses on business strategy, planning and affordability that will save hassle and money.
We’re experienced with buying and selling companies, handling purchase accounting, or other specific transactions.
Contract & Lease Reviews
Understanding legal issues but reviewing from a CFO standpoint as well to ensure the best business as well as legal terms.
IRS/State/Local Tax Issues
Dealing with Federal, State, and City tax issues and negotiations.
Loan or Line of Credit Planning
Prepare for working with lenders for financing, lines of credit, etc.
Systems/Process Review and Improvement
Ensuring your systems and controls are up to date.
Financial Reporting Set Up
Design and account set up to ensure your accounting system will provide you with the reports you need and to simplify compliance tasks.
Review for cost savings opportunities.
Maximizing cash flow by structuring customer terms, vendor negotiations, and other cash management techniques.
Buy or Sell Businesses
Preparing for a deal, negotiations, planning tax implications, and all other aspects.
Who We Serve
Individuals and families
Helping families and individuals is the core of our mission. Let your money work for you and live the life you want.
Your business and personal family destinies are tied together. We know how to help you grow, reduce risk, and plan for success.
Grow your idea from a startup into a sustainable business, scale it efficiently, manage cash, and avoid pitfalls.
Apply the CFO approach to your startup to get started efficiently and quickly. Don’t waste any more time or money.