Financial Consulting

We recognize that businesses today face many complex financial challenges that can threaten their survival. We provide a wide variety of financial consulting services to our clients including financial management, operational support, risk management and strategic planning. We listen to your concerns and needs and work to develop a plan to help your business succeed.

Part-time CFO / Controller Services

Gaps and oversights in financial leadership can be as punishing in a small or medium-sized business as in larger companies, often more so. As the business owner, you will often need professional financial advice but can't justify hiring a full-time CFO or controller.

Acting as your CFO or controller, we will work with you to identify areas that may be negatively affecting profitability and growth. From there, we will work with you to develop solutions that are practical and technically sound.

Specific areas include profit improvement, margin analysis and break even analysis, operational reviews, budgeting and cash management, financial projections and compensation.


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Trung Nguyen

Forensic Accounting and Litigation Support

Do you worry that you or your business might be the victim of fraud, theft or embezzlement? Do you need to analyze your financial data to uncover potential misconduct? Are you involved in any litigation and require an expert witness to testify on your behalf?

Forensic accounting investigates actual or anticipated disputes. Disputes can range from business-related litigation to marital dissolution. We handle both litigation support and investigative accounting.

If you think you have reason to be concerned about financial misconduct, contact us today. We are happy to offer an initial free consultation to help you determine whether you need our help.

Financial Consulting

Succession Planning

If you own a privately held or family business, developing a succession plan is critical. A success plan is a road map for what will happen to your business when you wish to retire. Whether you plan to sell your business or pass it onto a family member, a succession plan ensures the continuity of the company’s success in the future.

Your succession plan focuses on the following:

  • Business Valuation
  • Business Restructuring
  • Tax Consequences
  • Retirement Projections
  • Tax Projections

If you are considering a transition of your business to family member or key employee or want to sell the business outright, now is the time to start planning and preparing for the event. Remember, it's not just about the business. Having a succession plan also includes variables such as your retirement plan and financial management needs once the transition is complete.

Contact us to get more information about our financial consulting services and request your free consultation.