Tax planning and preparation lead the work, with the financial side of selling or passing on a business alongside it. Bookkeeping, reporting, and fractional CFO support keep the numbers reliable underneath. Each engagement is scoped in writing before it starts, and you work with the same advisor throughout.
Business and individual returns prepared and filed. Quarterly projections so you know what you’ll owe before year-end. A planning conversation before December 31 on timing, retirement contributions, and entity questions. Tax planning →
Whether the structure set up years ago still fits: S-corporation election, holding and operating entities, real estate held separately. Reviewed with your attorney where a change is involved.
Transactions recorded and reconciled, a monthly close, and financial statements you can run the business on or hand to a banker. A consistent point of contact month to month. Cleanup of past periods is scoped separately when it’s needed.
Payroll administration, contractor 1099s, sales tax, and the recurring federal and state filings that turn into penalties when missed. Scoped alongside bookkeeping.
Ongoing financial leadership without a full-time hire: reporting you can act on, cash visibility, a regular working session, and questions between sessions. Scoped to the business in writing. Fractional CFO →
The projections and financial package a lender asks for, and help thinking through how a loan fits the business. We prepare the material and coordinate with your banker; lending decisions are the bank’s.
Financial review of a target: earnings quality, working capital, deal-structure flags, and the questions to ask the seller. We coordinate with your attorney and lender; we don’t source deals. Buy-side diligence →
Cleaning up the books, documenting earnings adjustments, reviewing entity structure for the deal, and supporting you through diligence. We prepare and advise; we coordinate with a broker or banker when it’s time to go to market. Sell-side advisory →
Family transfers, key-employee buyouts, and partial sales: the financial and tax planning that makes a transition workable, done with your attorney and, where relevant, your wealth advisor.
Every engagement is scoped first. Scope, deliverables, timing, and fees are set out in writing before any work begins, so the number is confirmed up front, not discovered on the invoice. The fee reflects the work involved: the returns and entities in a tax engagement, the volume and condition of the books in bookkeeping, the cadence and scope of fractional CFO work, and the stage and size of a transaction. Smaller, one-off pieces of work are scoped the same way, and the first conversation is where we suggest the smallest engagement that answers your question.
Send a short message and our office team will follow up to arrange a conversation with Brian. If this isn’t the right firm for your situation, he’ll say so and point you toward someone who is.
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