OUR SERVICES

We have a specialty in providing controller and CFO Services for startups, small businesses, and family offices.

Controller and CFO Services for businesses: We combine deep financial knowledge with proficiency in various products like QuickBooks Online, Bill.com, gusto, Shopify and other SAAS platforms that redefine the way modern company does business. Our Controller Services ensure accurate financial reporting, budgeting, and efficient accounting operations. Our CFO Services provide strategic financial planning and analysis, helping to guide your business through growth and change - whether it's a capital raise or a makeover of your business. With our expertise in both financial management and the latest digital tools, we are equipped to enhance your financial operations and strategic planning, driving your business toward success and sustainability

Our Family Office Services provide comprehensive management of a family's financial and personal affairs. This service often includes investment management, estate planning, tax planning, philanthropic guidance, and lifestyle management. The goal is to preserve wealth across generations, ensuring its effective growth and distribution according to the family's values and goals. It's a tailored approach, offering a centralized solution for high-net-worth families to manage their complex financial affairs, often encompassing not just asset management but also legal, administrative, and personal needs. This personalized service is aimed at simplifying the family’s financial life, ensuring long-term financial security, and maintaining the family's legacy.