Advisory Services

Our Advisory Services division serves small to medium size businesses with annual revenues ranging from $2,000,000 to $50,000,000. Service offerings within our Advisory Services practice include:

Outsourced CFO: We serve as a valuable member of your team via our Outsourced CFO services. This service is designed for businesses who already have an accounting system in place, as well as organizations that have full-time internal accounting personnel but require an additional layer of support, expertise, consulting, and oversight. As the Outsource CFO for our clients, we get involved via monthly executive financial and operational meetings where we help improve profitability and liquidity, assist client streamline operations and gain efficiencies, structure offsite strategic planning meetings, provide technical support to our clients' accounting staff, participate in monthly, quarterly, semi-annual, and annual Board meetings, assist in negotiations with third parties such as banks, lenders, and related, and address any other operational and strategic affairs in which our expertise is paramount.

Other offerings within our Advisory Services division include:

- Business Valuations

- Business Acquisitions and/or Dispositions

- Business Partner Admissions and/or Dissociations 

- Business Tax Structuring

- Support Litigation for Law Firms

- Expert Witness Testimony