It all begins with making sure we start with clean usable data. We open the hood and look inside, we compare with local private company data to see where you stack up, and we then make suggestions for changes, if needed.

We walk you through setting up a budget and producing financial projections. We ask you the questions, but we do the heavy lifting here. The purpose is to know your near term cash flows and tax liabilities.

Once the books are clean and the plan is in place, we create monthly and quarterly reporting with a few metrics that are key to tracking your success. We use this for our on going quarterly cash flow and tax planning meetings.