Trust, Excellence & Results are the pillars we stand by. Earning and retaining your business is paramount to our organization. We are an all-encompassing CPA firm for all of your Tax / Accounting / Outsourced CFO / Audit and other related needs.
⬇️ OUR FIRM IN NUMBERS:⬇️
*Founded in September 2017*
*Team of 7*
*30+ years of experience from 3 key people combined*
*340+ clients as of October 2020*
*Average tax savings $3K-$264K*
*Firm grew by 27 times since opening*
*5 speaking events*
*Open everyday during COVID-19*
*24198 cups of coffee consumed*
⬇️ WE CAN HELP YOU WITH ⬇️
✓ Outsourced CFO
✓ Tax Management - Resolution, Planning, & Preparation
✓ Tidying up the Accounting and Financing Processes
✓ Grow your firm through debt, issuing shares, or M&A
✓ Cash flow management & improvement
✓ Obtain Financing or Refinance Existing Loans & mortgages, City and State Grants
✓ Post-COVID Revenue and Profit Optimization
✓ Monthly Accounting
✓ PPP Loan Forgiveness
✓ Break-even analytics
✓ Legal & CFP services
⬇️ INDUSTRIES WE SERVE ⬇️
○ IT & Technology
○ Real Estate
○ Construction
○ Transportation
○ Service Providers
○ Manufacturing