Services

Fractional CFO Services

Transformational Management

Business Consulting and Advisory

  • Business Valuation

  • Audits, Reviews, Compliance

  • Budgeting and Cash Flow Analysis

  • Financial Projections and Forecasts

  • Financing, Restructuring, Debt Advisory

  • Corporate Accounting and Tax Planning

  • Partnership Accounting and Tax Planning

  • Financial Forecasting and Modeling for GTM 

  • Forensic Accounting and Litigation Support

  • Corporate Benefits and Profit Sharing Plans

  • Mergers, Acquisitions, Dispositions, Initial Public Offerings

Services for Individuals & Families

  • Estates and Trusts Strategy and Administration 

  • Tax Returns, Planning, and Minimization

  • Retirement Planning

  • Divorce Financial Analysis

  • IRS Representation and Mitigation

  • Forensic Accounting and Litigation Support

  • Cross Border Canada / USA International Taxation