How do we help you achieve your goals?


GET THE DATA RIGHT

You need to know your systems and which data sources will be your key information metrics. Where are you with your numbers?

GET THE NUMBERS RIGHT

Without accurate, timely, and consistent financial reporting, you are operating the business blindly. Where do you think you should be with the business?

CONSULT BY THE NUMBERS

Accurate numbers tell you where you are. Our value is helping to determine where you can go through planning and strategy. Where do you want to be?

EXECUTE BY THE NUMBERS

A plan is only as good as its execution. We help you measure your progress and evaluate new opportunities. Are you there yet?

TIME IS CRITICAL

You don't need to do it alone. We understand where you want to go.

WE ARE EXPERTS

The longer you wait, the longer it will take to obtain your goals.


SCALABILITY MATTERS

Full-time accounting and finance is expensive. We buy you time to grow into that need.

REMOTE & LOCAL

Save space but know we're here. Best of both worlds.


 

Are you wondering about ways to grow your business or make it more profitable?


INCREASE MARGINS

We can help you identify your profitable areas and focus on expense reduction.

DELEGATE AND SCALE

You can't do everything by yourself. We allow you do to what you do best.

CREATE EFFICIENCIES

Always cheaper to do it yourself. But are you doing it right and what is your opportunity cost?

LIFE SATISFACTION

Life is too short to not enjoy what you are doing each day.


Meet our Executive Team

MARTY - CEO
and Consulting CFO

An experienced CFO with over 35 years of experience, Marty has significant experience in Healthcare and Financial Service sectors.

DANNY - President and Consulting Controller

An active CPA with almost 20 years of experience in public and corporate accounting, Danny has significant experience in Technology and Supply Chain sectors.

Feel free to contact us

PHONE

(714) 785-5405

 

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    (714) 785-5405