Client Accounting Services

• Bookkeeping and Financial Reporting
• Bill Pay and Expense Management
• Budgeting , Forecasting & Cash Flow Analysis
• General Ledger and Account Reconciliations
• Financial Controls & Risk Management

Learn More

Fractional Finance

• Outsourced CFO Services
• Financial Planning & Analysis
• Accounting "Clean Up"
• Investor Reporting

Learn More

Tax

• Cost Segregation Studies
• 1031 Exchange Guidance
• REIT, REMIC and RIC Structuring and Compliance
• Opportunity Zone Planning

Learn More

Technical Accounting & Financial Reporting

• Preparation of Accounting Analyses / Audit Support Schedules
• Research & Memo Preparation of Complex Accounting Matters
• Preparation of Private Company Financial Statements
• Review and Guidance for Public Company Financial Statements