People who call on us for business management services are not a one-size-fits-all type of client. These are the individuals, businesses, and organizations that require a unique and custom approach to their accounting, financial management, and bookkeeping.

 

 Our business managers work with high-net-worth individuals, family offices, and businesses from nearly every industry. From entertainment and fashion to food and beverage and technology, our expert team of “straight-shooters” understands your industry and is ready to guide you to your goals.

​

 We have been on the ground floor of countless startups – helping to keep the books compliant, streamlining the operations, and preparing companies for growth. We advise these clients on entity type and finance function; we offer comprehensive bookkeeping services and can serve as an external CFO.

​

 We’ve even walked with lots of type business industry professionals; we help these clients “live their best life” with financial responsibility – planning, budgeting, forecasting, assisting with contract negotiations, and developing their brand.

​