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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
-Assurance
-Tax
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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