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Business Services

Part-Time CFO Services
My Part-Time CFO service gives you a professional financial manager who works with you to help guide your business to success.
 
Bank Financing
Requesting a business loan without adequate preparation sends a clear message to the lender: High Risk! It pays to be prepared and organized in your approach for financing.
Business Valuation
Objective valuation can make the difference between loss or gain, success or failure. You need a professional who is well qualified, with significant experience in evaluating all types of organizations.
 
Strategic Business Planning
If you still have all your plans and ideas locked up inside your head, preparing a strategic plan can help you clarify your company's direction.
New Business Formation
Opening your own business is exciting and thrilling. It's everything that comes after the excitement and thrill has worn off that dictates whether a small business will make it or not.
 
Real Estate
Our specialized knowledge of the real estate industry has helped many real estate professionals thrive, and we're ready to help you too.
We take care of your books for you, so you can get back to the job of running your business and generating profits.
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We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company.
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We offer a variety of services to help make sure that you are taking full advantage of Quickbooks' many features.
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We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through.
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We offer one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
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