OUR services
Outsource CFO
We focus on maximizing profitability for small and medium size businesses across various industries.
Tax Planning
We work closely with you to implement strategies to minimize tax liability.
Tax Preparation
We work with corporations and individuals to perform accurate and efficient tax preparation services.
Financial Consulting
We help with various financial analysis to improve productivity, financial performance, budgeting and forecasting.
Business Development
Our business development experts helps with business plans, marketing plans and financial plans for new and existing projects.
Life and Annuities
We provide a range of life insurance and annuity products ranging from mortgage and retirement protection, index universal life and annuities
Accounting Services
Building a successful, sustainable business requires both planning and execution.
Private Capital
We provide access to commercial private capital resources for start-ups, growth and expansion projects.
who we are
Result driven professionals delivering value to your business.
We’ve assembled the right team of experts and professionals across multiple disciplines to deliver on the value we promise. The clients we work with have huge ambitions to be successful and high expectations of the right guidance.
who we are
Case Studies
We’ve assembled the right team of experts and professionals across multiple disciplines to deliver on the value we promise. The clients we work with have huge ambitions to be successful and high expectations of the right guidance.
latest from the blog
How to Obtain Financing with Tax Planning
Filing your taxes promptly and correctly will increase the changes of obtaining that loan you need....
Business Planning
Business planning is an extremely vital process of every successful businesses. As the saying goes –...
Indexed Annuity
An annuity can help you avoid a future dilemma and safeguard your financial security by providing you...
Accomplished business and finance consultants with 15 years experience.
Our portfolio is diverse with multiple clients ranging from individuals to companies.
We are a leading consulting company for accounting, taxes and more…
Our consulting specialists
