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Our Services

We work with businesses, business owners, and high net worth individuals. We have experience with industries including, but not limited to, retail, healthcare, real estate, manufacturing, distribution, logistics, oil and gas, and hospitality. 

Our core services include providing businesses and business owners:  

Fractional /Interim CFO

Strategic Financial Growth

CPA Firm Alignment



Risk Management Insurance 

Onsite and Remote / Staffed Bookkeeping

Financial Dashboard Creation / Implementation

Sell- Side Representation

Banking Relationship Identification and Selection

Define and Develop Key Performance Indicators

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