The Entrepreneurial Accountants & Advisors for
Startups, SMEs, Investors, Founders, & Business Owners.

Who We Are

We are not your run of the mill 'bean-counters'.

We are entrepreneurs & advisors who've built startups. We've built small & medium businesses. And we continue to do so.

We have failed, regrouped, strategized, and relaunched till we got it right.

We have been through hundreds of funding rejections, and then some amazing capital raises. We have perfected our craft.

We know what it takes. We know and feel your challenges. We've been in your shoes.

What We Do

Accounting & Tax

CFO Services

Financial analysis & planning

Fiscal management & cost control

Cash flow management

Business strategy & planning

Financial projections & reporting

Audit preparedness & representation

Customer-focused needs analysis

Turnaround & crisis management

Process mapping & reengineering

Credit & risk management

Revenue & margin enhancement


Accounting & controller services

Accounting policy advisory

Financial reporting - US GAAP, IFRS


Tax compliance

Advance tax analytics

Tax planning & strategy

M&A, restructuring, & exit tax

Tax controversy & audit representation

International tax

Global information reporting for FATCA

US & Global tax structures

Transfer pricing & cross-border tax

Taxes for Expats

Taxes for Non-residents

Taxes for Employees of International organizations - G-4 visa

Taxes for foreign investors & immigrants - EB-5

State & local tax (SALT)

Tax credits & incentives

Crypto taxes

Stock options & accelerated compensation


Management Consulting

Business strategy

Resource & performance optimization



Product development & strategy

Growth strategy

Information systems & workflow integration

Market entry strategy & development

Operations analysis

Financial Advisory

Financial modeling

Financial planning & analysis

Financial management


Budgeting & forecasting

Pricing strategy

Working capital management

Costing & profitability analysis

Business plans & pitch decks

Risk Management

Crisis preparation & management

Political, terrorism & geo-political strategic risk advisory

Forensic investigations

Forensic analysis & intelligence

Intellectual property optimization

Deal Advisory





Deal strategy

Divestitures & exits

Wealth Advisory

Wealth planning

Tax planning

Portfolio analysis

Alternative investments analysis

Succession planning

Investment strategy

Philanthropic strategy

Asset protection advisory

Personal Financial management

Ready for a