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.

Services: Services

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.

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.

Businessman analyzing a business analytics (BA) or intelligence (BI) dashboard on virtual

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.

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.

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.