01
Professional Services Firms
Partner compensation, entity elections, and quarterly estimated tax strategy for law, consulting, and agency practices.
Business Advisory
Strategic CFO & Advisory
Fractional CFO insight, entity structuring, and cash-flow strategy for growing businesses that have outgrown bookkeeping but are not ready for a full-time finance executive.
Industries We Advise
Sector-specific guidance grounded in tax strategy, cash-flow discipline, and owner-level decision support.
02
Healthcare Practices
Practice-level cash flow, provider compensation models, and tax-efficient retirement planning for medical groups.
03
Technology & SaaS Companies
R&D considerations, equity compensation, and runway forecasting for venture-backed and bootstrapped teams.
04
Real Estate & Investment Holdings
Entity structuring, depreciation strategy, and passive activity planning for portfolios and syndications.