What we offer
Financial Services Built Around You
Every client's financial situation is unique. We offer a comprehensive suite of services designed to address your specific goals — non profit finances, State or local grant fund management, or navigating complex business finances.
Business
Strategic Guidance for Business Owners
Running a business comes with a unique set of financial challenges and opportunities. We work with business owners to optimize cash flow, plan for growth, protect key assets, and prepare for eventual transitions — whether that's a sale, succession, or retirement.
- Business cash flow and financial planning
- Assets, Inventory and Cash Management
- Reports and Planning
- Employee benefits and executive compensation
Non Profit
Protect Your Legacy
Non Profit organizations need accurate records that separate restricted and non restricted funds, provide accurate reports for donors and plan for the future
- Donor Management
- Designated vs Undesignated funds
- Charitable giving strategies
- Coordination with CPAs
How we work
Our Process
Discovery
We start with a complimentary consultation to understand your goals, concerns, and current financial situation — no obligation, just a conversation.
Analysis
Our team conducts a thorough analysis of your finances, identifying areas of cleanup or catchup of financial records
Strategy
We develop a personalized financial plan with clear recommendations, priorities, and a roadmap for achieving your current financial status
Implementation
We put the plan into action — managing bank feeds, invoicing, bill payments, record keeping and monthly or as needed reporting
Ongoing Review
We follow your business or organization on a regular basis advising changes, meeting with boards or all that is neccessary.
Not Sure Where to Start?
Schedule a complimentary consultation and we'll help you identify the services that best fit your situation.