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Our Services

Fractional CFO Services

When your growth outpaces your financial infrastructure, having a CFO in your corner makes all the difference. Our Fractional CFO services deliver:

  • Strategic planning & financial forecasting
  • Cash flow and working capital optimization
  • Budgeting & financial modeling
  • Risk management and internal control assessments
  • Performance KPIs & metrics dashboards

    • Ideal for businesses who are scaling, facing uncertain markets, or needing seasoned financial guidance without committing to a large fixed overhead.

    Employee Benefit Plan Audits (401k etc.)

    Benefit plan audits are more than just compliance—they’re about protecting trust and ensuring fiduciary responsibilities are met. Our offerings include:

  • Full audit in accordance with ERISA / DOL requirements
  • Plan and operation review
  • Fiduciary risk evaluation & corrective actions if needed
  • Assistance with review of Form 5500 and other required filings

    • Credit Union Audit Services

    Credit unions require specialized audits, given member expectations, regulation, and accountability. We help with:

  • Regulatory and financial statement audits
  • Review of internal controls & operational effectiveness
  • Member disclosure compliance
  • Safety, soundness, and risk management consulting

    • Construction Industry Accounting & Advisory

    Construction has unique accounting, tax, and operational challenges. We deliver services such as:

  • Project accounting & job costing
  • Proper revenue recognition (percentage of completion, cost-to-cost, or milestone methods)
  • Equipment depreciation, Section 179, leasing vs owning decisions
  • Change order tracking, cost overruns, subcontractor accounting
  • Tax planning specific to contractors (including nexus, state & local taxes, incentives)

    • Tax Advisory & Planning

    We take a proactive approach to tax. Services include:

  • Entity selection & structuring advice (LLC, S-Corp, etc.)
  • State, local, and federal tax planning
  • Evaluation of credits & incentives (energy credits, R&D, infrastructure, etc.)
  • Tax impact of construction contracts, benefit plans, credit unions, etc
  • Audit representation, documentation & risk minimization

    • Financial Statements Services

    Establishing open lines of communication is our focus in order to fully understand the entity in which a GAAP financial statement is being prepared. Industries we service are:

    • For profit companies
    • Nonprofit organizations
    • Credit unions
    • Employee benefit plans in accordance with ERISA/DOL requirements
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