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Our Focus & Approach

We achieve our desired and biggest impact by partnering with growth oriented entrepreneurs who value 1) meaningful financial reporting and analysis, 2) creative tax and business planning, 3) year-round involvement from their circle of advisors, and 4) the leveraging of cutting edge technology.

Our industry focuses are closely-held service based operating businesses, real estate investment, brokerage, and development entities, financial services, and professional services fields.

Our core business service offerings are focused on fully supporting the entrepreneur in our target industries and fields through our BOSS system (Back Office Support Services), accounting, payroll, management advisory, and tax planning/preparation services.

We seek to partner with individuals who are business owners or have investments, pass-through activities, or, for those with a no investment or business activity, value having professional tax preparation and a professional resource year-round.

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