Grow your business with confidence.


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


Let's Chat

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. 

Our Services


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.


Transactional Assistance

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. 


Expense Reduction

Review for cost savings opportunities.


Cash Flow

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.

business owners

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. 

start ups

Apply the CFO approach to your startup to get started efficiently and quickly. Don’t waste any more time or money.