Privately Held Companies

We provide comprehensive support to help businesses set and achieve goals, as well as measure progress. We identify our clients’ goals and provide the reporting and advice needed to help them operate their businesses, build value, and meet lifestyle objectives.

• Goal Setting & Profit Growth
• Financial Reporting, Audits, Management Reports
• Tax Planning, Gifting, & Estate Planning Strategies
• Part-Time CFO & Controller Services
• Outsourced Accounting
• Cash Flow, Budgets, & Financing Needs
• Exit, Transition, & Succession Strategies

We serve as a sounding board and provide ideas to help our clients stay focused on their core mission and what they do best.