Consulting

This service is for business owners who want strategic, hands-on guidance beyond routine tax and accounting compliance — from business structuring decisions to financial operations questions.

Past engagements have included buy-side and sell-side due diligence for acquisitions, general ledger clean-up, financial statement preparation, and interfacing directly with a company’s outside auditors on its behalf.

Engagements are tailored to your situation and billed hourly. We start with a no-commitment conversation directly with the managing partner to understand your needs before setting up the arrangement.