our process

listen

We take the time to listen closely to each client so we can help identify challenges and find areas prime for improvement and growth.  

plan

We build a custom engagement strategy to help our clients meet their current needs. We implement strategies that save time, money, and redundancy.

execute

Every challenge is unique. We work efficiently, effectively, and tirelessly to get the job done and see it through from start to finish. It's go time.

build

We value your feedback so we can serve you better. Building professional and personal relationships helps us anticipate your future needs.

As a group of CPAs with both Big 4 public accounting and industry experience, we can do a lot. Literally. We're not ONLY auditors and we don't do any tax work.  Instead, we can help your team in a ton of ways. This list isn't all-inclusive but it will give you a pretty good idea of what we can do.  

 

CLEANUP

- general ledger cleanup -
- process review -
- staff training and transitions -
- audit preparation and facilitation -
- financial statements -

CONTROLS

- risk assessment -
- process review -
- implementation  -
- reporting -
- follow-up -

TRANSACTIONS

- post-acquisition -
- restructuring/cash-flow consulting -
- divestitures/carve-outs -
- IT due diligence -
 

 

SYSTEMS

- system selection -
- implementation -
- optimization -

CONTINUITY

- accounting leadership -
- financial reporting packages -
- procedure updates -