Wealth
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Integrity
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Success
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Empowerment
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Wealth • Integrity • Success • Empowerment •
where your company’s financial
strategy and execution intersect
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Accounting provides for the foundation of any company. Categorizing transactions, establishing or editing your Chart of Accounts, and providing proper accounting treatment to the transactions, is our primary focus.
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Reading and interpreting your financial picture is critical to the success of your organization. Understanding your plan and where you are going is important to us. As such, communication with key stakeholders is paramount.
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Understanding the various databases, and IT applications used in today’s world is more complicated than ever. Figuring out the app stack, and accounting workflow for transactions is a critical part of the financial equation.
What People Are Saying…
“Money has arrived!”
— Food Manufacturer after receiving wire transfers
from the membership interest sale.
We provided sell-side due diligence, exit planning, operational accounting, and financial reporting.
“Great and productive day!”
— Glass Product Distributor
This engagement encompassed inventory reporting challenges dating back 2 years. After analyzing the client’s systems and reporting challenges, we agreed to a strategy and delivered improved accuracy to the financial statements on a recurring basis.
“I brought him on because none of us knew how to run the books for a multi-brand manufacturing facility, especially with the different contracts. I knew this would be an accounting nightmare. He has been a tremendous help!”
— Manufacturing Client
We provided financial reporting, accounting, bookkeeping, and IT system support.