About Us

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Our company was founded upon the belief that small and medium sized businesses should be able to benefit from the same financial management techniques used by large corporations to enhance profits and business value, without having to pay substantial sums for sophisticated financial business advice. Clearly if this advice didn't generate a significant return on investment they wouldn't be paying these substantial costs. We can create a package tailored to the size of your business to make it cost effective for you.

During his career in public accounting our founder realized there was a huge need for advising small and medium sized business owners on matters of finance and proper structuring of their companies. He found that while they may be great technicians and experts in their craft, their business management skills were often less than optimal. This lack of expertise led to many expensive and often painful miss-steps, and sometimes even outright business failure.

After working in the public sector he sought employment in the corporate world, which included finance positions in global conglomerates, and after a dozen years of honing advanced analytical skills knew exactly what was needed to help businesses maximize their opportunities for increased profits and business value. He founded a CPA firm with the objective of helping business owners maximize their opportunities for profits and equity growth. After 10+ years of successfully running this business he realized there were too many distractions with the day to day management of the practice to allow him to fully focus on his passion, helping businesses succeed. He has completed the development of the systems and processes to successfully implement his dream, and is now available to help create financial CERTAINTY for the company's clients.