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Comprehensive Consulting ServicesFrom compliance to strategy, our integrated practice connects every financial discipline a mid-market business needs — under one named principal accountable end-to-end.
Federal, state, and multi-state tax planning, compliance, and credits — including R&D, ERTC, IRS controversy, and audit defense.
Built around named principals, fixed fees, and predictable timelines. You'll know who's running your audit, when fieldwork begins, and the exact day your draft is delivered.
Monthly-cadence engagements that build your financial reporting infrastructure, partner with your bank and lenders, and present to your board.
Personal & entity wealth, succession, trust & estate planning. Independent advisor with no product commissions.
Explore →Alteryx, Tableau, and Power BI implementations. Analytics-as-a-service for finance, manufacturing, and healthcare.
Explore →Process automation, RPA, system integration, cloud migration roadmaps. Built around the Office of Finance, not separately.
Explore →A reference matrix: solid dots are primary engagements, lite dots are secondary, hollow rings are by-engagement only.
| Industry | Tax | Audit | Office of Finance | Wealth | Analytics | Digital |
|---|---|---|---|---|---|---|
| Agriculture | ||||||
| Construction | ||||||
| Ecommerce | ||||||
| Hospitality | ||||||
| Manufacturing | ||||||
| Non-profits | ||||||
| Property mgmt | ||||||
| Retail |
We'll map your pain points and define a defined-scope engagement before you commit.