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Build a Strong Foundation
  • Develop an effective internal control system

  • Accounting personnel training

  • Month-end, year-end close & analytics

  • Tax filings

    • Federal, state, sales tax, payroll, etc.

  • Budget management

Looking Ahead
  • Understand yesterday to better forecast tomorrow

  • Dynamic forecast modeling

    • More than just a budget.  Drill down to the cash flow, tax and financing implications of your business decisions.

  • Monthly forecast model review

    • Update your model based upon prior month results

Make It Happen
  • Don't go it alone.  Make certain that you have a good understanding of all of your options.

  • Strategic consulting that incorporates your long-term and short-term goals

  • Finance/investor liaison

  • Start-ups, sales, mergers

  • Expert step by step guidance for every transaction

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