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Expertise & Focus Areas
Our work is centered on what matters most to growing businesses: getting the numbers right, staying ahead of tax obligations, and making confident, strategic decisions.
That’s why we focus on two core areas: Accounting & Tax, and Business Advisory, including Fractional CFO services. Whether you're looking for day-to-day support or big-picture financial guidance, we meet you where you are and help you move forward with clarity, confidence, and care.
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Accounting & Tax Division
Reliable, accurate, and grounded in care. Our Accounting & Tax division supports small to mid-sized businesses with everything from everyday bookkeeping to complex tax filings and forensic work. Whether you need support with corporate or personal tax, compilations, or just want to hand off the numbers so you can focus on the business, we’re here to help you stay compliant, confident, and in control.
Services include:
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Bookkeeping
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Compilation Engagements
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Corporate Tax
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Personal Tax
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Forensic Accounting
Contact us today to build a custom monthly bookkeeping or accounting package that fits your business and budget.
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CFO Advisory Division
Strategic support.
Our CFO Advisory division exists to bring strategic financial leadership to businesses that are ready to grow. Whether you need forecasting, ERP support, or high-level guidance without the full-time CFO price tag, we deliver board-level insights and real-world financial tools that drive results. With a strong background in industry operations and financial modeling, John leads this arm with a focus on performance, precision, and long-term value.
Services include:
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Fractional CFO
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Financial Modeling
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Management Accounting
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Cash Flow Management
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Fundraising Support
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ERP Consulting