Control your finances in ways that larger businesses can afford to do - without hiring full time personnel. 
 

We collaborate with a select portfolio of clients who are ready for a 360º view of their finances

DATA + SYSTEMS + SOLUTIONS

 
 
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FAQ
 

 

How does your team work?

Sabrina is the architect, designing your accounting and business systems. Sue and her team run the day to day accounting. Sabrina stays engaged as your “CFO”, while our office oversees the ongoing results and the sustainability of your financial systems.     

We partner with your legal counsel, tax advisors, bankers, business partners, employees, board of directors, and other stakeholders to make sure that you are well represented.

 

 

What kind of clients benefit from your services?

Clients who maximize the full value of our work are:

+ Flexible in how they solve problems

 + Ready to make sustainable changes in their business

+ Aware of the need for guidance and recommendations from a trusted financial advisor

+ Prepared to work proactively to prevent small problems from becoming big ones

 

 

What types of business entities
and industries do you serve?

We serve a broad range of businesses, including sole proprietors, S-Corps, C-Corps, Partnerships and Trusts and complicated business structures.

We work with entrepreneurs, restaurant owners, real estate investors, IT service companies, digital marketing agencies, law firms, landscape and design firms, construction companies, and video game design companies, amongst others.

 

 

Will I be consulted when you design
my accounting systems?

Absolutely. We are a business that believes collaboration is essential. In order to design an accounting system and business processes which are efficient and complete, we first seek to understand your business, your workflows, your team, and their capabilities.  We recognize that you pivot in your business, and we ensure that the accounting function pivots with you.

 
 
 
Thank You. I’m finally able to sleep at night knowing that our finances are in expert hands.
— Doctor of Optometry, Private Practice Owner
 
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