Turning raw data into actionable intelligence for the lifetime of your business.
We help you manage ongoing financial data and when ready, prepare for a purchase.
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ACCOUNTING | DATA | FINANCE | CONSULTING
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Private Business
Municipal Governments
Interactive Models
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We conduct a thorough sales value analysis and act as your trusted accounting consultant and advisor through every business stage. The result is everything from professional budget and audit preparation to financial forecasting and business staging.
Your attorney takes care of legal interests.
Your accountant takes care of taxes.
We take care of you.
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Private Business Entities
We help you stage your business through positioning, market and accounting analysis, and financial forecasting.
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Municipal Governments
We help you maintain, audit and analyze your financial data to ensure compliance, and budgetary success.
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You’ve Spent Years Managing Your Books, And Your Business
Whether you’ve worked in municipal governments or growing your own entity, the daily management of financial data can be overwhelming. Our process helps you easily navigate, manage, and process historical financial data and taxes, ongoing budgets and reports, and more.
Whether you’re looking for support to prepare a clean budget presentation or position your business for a sale, we can help.
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OUR PHILOSPHY
CLIENT EXPERIENCE
The level of professionalism exceeded our expectations and it was reassuring to know we had an expert throughout the project that was looking out exclusively for our interests.
PRIVATE CLIENT
A Professional You Can Trust
With over 18 years of experience in the financial world managing multi-million dollar budgets, David has worked with dozens of municipal clients and business owners to navigate the world of management, growth, reporting, compliance, and sales.
