Our Services

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Fractional CFO Services

  • Strategic Financial Leadership

  • KPI Development & Performance Tracking

  • Financial Modeling

  • Capital Planning & Investor Readiness

  • Systems & Process Improvement

  • Trusted Advisor

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Financial Management

  • Accurate, Timely Bookkeeping

  • Month-End Close

  • Cash Flow Forecasting + Management

  • Custom Financial Reporting

  • Project Evaluation Assessments

  • Pro Forma Financials

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Tax Advisory

  • Tax Strategy Optimization

  • Proactive Tax Planning

  • Customized Advisory

  • IRS and State Compliance Support

  • Business, Nonprofit & Personal

  • State and Local Tax (SALT)