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About Us

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Finance is at the heart of business, and that is our primary skill. We focus on the fundamentals, a mastery of accounting and the law. You can’t manage what you can’t monitor clearly and you can't organize a framework for operating unless you operate skillfully within these disciplines.

 

We are entrepreneurs and executives who developed skills by education and hard earned experience.

  • Our senior-level management has more than 40 years combined CFO and executive experience.

  • We know how to set up and operate effective systems and we can assist you to do the same. 

  • Our clients range from small businesses up to and including reporting public companies.

  • We manage or support financial operations for high net worth family offices, construction, video production, equine events, family counseling, insurance, law firms, product sellers, nonprofits and others. 

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We pioneered methods for operating virtually before that became a necessity. We use cloud-based solutions that allow anytime, anywhere operations. We live on your computer and can share a screen or information effortlessly when you need it and without risk or delay. 

We're big enough to handle most jobs, but small enough to know your name when you call.

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