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We establish a reliable, audit-ready financial foundation.
Services include:
• Month-end close design and oversight
• Chart of accounts and class/project structuring
• Transactional accounting governance
• Process cleanup and stabilization
• Coordination of internal or outsourced teams
Outcome: Clean, consistent financial data you can trust.
Services include:
• Fractional Controller and CFO leadership
• Financial policy and governance design
• Board and executive reporting
• Cash flow and working capital management
• Strategic decision support
Outcome: Financial leadership that protects and advances the organization.
We turn historical data into forward-looking insight.
Services include:
• Annual and multi-year budgeting
• Rolling forecasts
• Scenario and sensitivity modeling
• KPI dashboards and performance reporting
Outcome: Clarity about where the organization is going — not just where it’s been.
Services include:
• Business tax compliance
• Nonprofit and grant compliance
• Indirect cost rate support (NICRA)
• Audit and Single Audit readiness
• Regulatory reporting coordination
Outcome: Confidence with regulators, funders, and stakeholders.
ERP, SYSTEMS & TECHNOLOGY ENABLEMENT
Technology supports financial governance — it does not define it.
We assist with:
• Accounting system cleanup and migration
• ERP and finance system selection guidance
• Workflow, document, and reporting integration
• Phased, controlled migrations aligned with governance goals
Outcome: Systems that reinforce discipline, visibility, and scalability.
BUSINESS TAX SERVICES
• S-Corporation, Partnership, Form 990 and LLC returns
• Entity structuring and elections
• Multi-entity coordination
• Tax planning aligned to cash flow and growth
INDIVIDUAL TAX SERVICES (SELECTIVE)
• Advisory-driven individual returns
• Business owners and complex situations
• Planning and tax resolution support
We do not operate a high-volume tax practice.
All tax engagements are capacity-based and advisory-led.