Financial Advisory
When the outcome depends on the numbers, you need someone who can stand behind them. We provide independent business valuations, quality of earnings reports, and forensic accounting services for attorneys, business owners, and financial professionals navigating M&A transactions, disputes, divorces, and complex financial investigations.
Audit and Assurance Services
Lenders, investors, and regulators need to trust your numbers. Our audit and assurance practice, provided through Schulman Lobel LLP, delivers independent verification of your financial statements, strengthening transparency and giving stakeholders the confidence they need to move forward.
Fractional CFO Services
Most growing businesses need CFO-level thinking before they can justify a full-time CFO. We give business owners an experienced financial thought partner, bringing clarity to cash flow, performance, and planning, so you can identify issues early, allocate resources confidently, and move forward with a clear picture of where your business stands.
Our Services
Tax Planning and Compliance
Most tax returns look back. Our work starts well before year-end. We help businesses and individuals minimize tax liabilities, navigate complex federal and state laws, and identify opportunities to improve long-term tax efficiency, so compliance becomes a byproduct of good planning, not the goal itself.
Business Management
For entertainers, executives, entrepreneurs, and high-net-worth individuals, the financial side of life can consume time and attention that should be elsewhere. We manage and coordinate your financial operations, budgeting, bookkeeping, bill payment, payroll, and reporting, so you maintain full clarity and control without carrying the operational burden yourself.
Accounting and Financial Reporting
You can't manage what you can't measure. Our team provides reliable bookkeeping, financial statement preparation, and reporting support that gives business owners a clear, accurate picture of their financial performance — and the foundation to make smarter operational and strategic decisions.