We Help Privately Held Businesses
Our firm works to build client value by concentrating on optimizing each client’s tax strategy, providing the financial information they need to make decisions, and helping them evaluate opportunities or work through difficult decisions.
We Have Four Niche Industry Areas
For each group, our support can vary. Our first step is understanding our client’s immediate needs and then their long-term vision.
Privately Held Companies
We assist start-ups to large entities with complex holdings. Clients use us to manage their tax strategies, audit financial statements and outsource some or all of their accounting. Our focus is advisory-minded. We help leadership proactively plan, so they can leverage their profit planning and their decision-making abilities.
The Technology Sector
Tech companies can evolve rapidly as their underlying technology is undergoing constant innovation. We understand project tracking, time and billing systems, software contract accounting, accounting for technology business, and specialty tax credits. If your goal is to build for a quicker sale or to hold, we will create a strategy toward those goals.
Manufacturers require a greater concentration on costing, inventory management, margin enhancement, depreciation, and specialty tax support. Capital is critical to these businesses, so we become more involved in banking relationships to ensure financial reporting is in alignment with banking covenants.
The legal profession operates in a similar mode as most CPAs. Tracking time is vital. Whether you are billing by the hour or tracking time against a case, we understand how to develop dashboards to track your performance, how to reconcile your IOLTA account, and how to conduct the accounting you need to run a legal practice.