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Client Life Cycle Services

YOUR SUCCESS IS OUR PRIMARY CONCERN

We provide a comprehensive package of tangible proficiencies (accounting, financial, treasury, audit, and taxation) and high-quality business advisory services (guidance for investment and wealth management). We empower you to achieve your financial objectives and develop long-term success. We offer professional solutions to build and protect your legacy throughout the client's life cycle.

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Trust Our Strength in Your Numbers

ACCOUNTING SERVICES

Financial Reporting (GAAP, SEC, SOX, FERC), Month-End Close, Accounts Receivables & Accounts Payables, Inter-Entity, Consolidations, Fixed Assets, Project Accounting, Treasury, Cash Management, Year-End Audit, Tax, Annual Reports, and More.

Making Notes

Personalized Services for Each Stage of Your Succes

FINANCIAL CONSULTING, PLANNING & LITERACY

Budgeting, Planning, and Forecasting; Establish financial objectives; Revenue, Cash Flow and Expenditure management;  Debt Elimination; Contingency Planning; and More.

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Problems Solved!

BUSINESS ANALYSIS & SOLUTIONS

Strategic Planning, Corporate Goals, ERM, Internal Control, and Business Continuity. Corporate filings-10K/10Q. SBA business plans, Grant applications, 501(c)3 applications, Incorporation. Federal Census and Surveys. Oversee system implementations, upgrades, UAT and training, and more. Customized solutions for your specific needs.

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Managing your success for the Long-Term

GUIDANCE FOR INVESTING & WEALTH MANAGEMENT

Situation Analysis, recommendations for rebalancing, asset allocation, and risk management. Business valuation and analysis, M&A and more. Investment strategies, Tax Planning Strategy, and guidance for protection of assets.

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Expansion, Innovation, and Profit Maximization

ENVISION SESSIONS

Brand Image, Vision, Mission, Situation & SWOT Analysis, Marketing & Financial Objectives, Forecasting, Leadership Plan, Staffing, Guidance for regulatory issues, Tax Liability Reduction, Succession Planning, Creation and protection of your legacy.

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