About Us

We help firms to identify and implement best practices in financial reporting, streamline their finance and controller processes, and build in proven systems that give them the ability to be leveraged for growth.  On a retainer basis we build out Annual Operating Plans, track Budget vs Actuals, Manage their CFS, Project Pricing, etc. We provide a comprehensive fundraising support for a spectrum of clients including corporations, financial institutions, and high net worth individuals, business families and professionals.  We provide independent advice on capital raising including debt syndication and equity raising, mergers and acquisitions, and business valuation. Our accounting team has the experience to deliver full fledged accoun...

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