Senior expertise without the full-time overhead.
From bookkeeping and fractional CFO to tax services, operations consulting, and transaction advisory — every engagement is principal-led, delivered by the same advisor who scoped the work.
Fractional CFO
Senior financial leadership — engaged at the depth your business needs, without the full-time overhead.
- ★Financial reporting, forecasting, and cash flow management
- ★Budget development and variance analysis
- ★Banking relationships, debt management, and capital structure
- ★Board and investor reporting
- ★Finance team oversight and mentorship
- ★Strategic financial planning for growth or transition
Bookkeeping & Accounting
Clean books and credible financial statements — the foundation every well-run business depends on.
- ★Full-cycle bookkeeping in QuickBooks Online or Desktop
- ★Monthly close, reconciliations, and management reporting
- ★AP, AR, and payroll coordination
- ★Cleanup and catch-up engagements
- ★Cash flow tracking and KPI dashboards
- ★Non-profit bookkeeping including grant reporting and restricted funds tracking
- ★Partner equity and capital account management
- ★Fund accounting for organizations with multiple revenue streams
- ★Audit preparation and financial statement support
Tax Services & Planning
Tax preparation and proactive planning — coordinated with your books so there are no surprises in April.
- ★Individual, partnership, S-corp, and C-corp tax return preparation
- ★Quarterly estimates and year-end tax planning
- ★Entity structure and election analysis
- ★Owner compensation, distributions, and reasonable compensation review
- ★Multi-state filing and sales tax coordination
- ★Tax planning integrated with bookkeeping and CFO engagements
Tax preparation and planning is delivered through our subsidiary tax firm, Nonte CPA — serving clients with experienced, personal service for more than 50 years.
Nonte CPA ↗Operations & Strategic Consulting
Operational and strategic counsel that helps owners strengthen performance and build scalable infrastructure.
- ★Business process review and operational efficiency improvements
- ★Organizational design and team structure
- ★KPI development and performance management systems
- ★Growth strategy, pricing, and margin analysis
- ★Financial performance reviews and decision support
- ★Pre-transaction readiness and risk reduction
Transaction Advisory
M&A advisory and valuation support for owners navigating a sale, acquisition, or ownership transition.
- ★Sell-side and buy-side M&A representation
- ★Business valuation and fair market value opinions
- ★Financial modeling and quality of earnings coordination
- ★Deal structuring and negotiation
- ★Diligence management through close
- ★Succession and ownership transition planning
A measured process, from first call to close.
Confidential consultation
A private, no-obligation conversation to understand your goals, timeline, and the nature of your business. Nothing is shared externally.
Engagement & preparation
We define scope, assemble materials, recast financials, and build the confidential information package that will represent your business in the market.
Market & negotiate
Targeted outreach to qualified, vetted parties. We manage every conversation, qualify every offer, and negotiate terms that protect your interests.
Diligence & close
We manage the diligence process, coordinate with legal and tax counsel, resolve open items, and drive the transaction to a successful close.
Not sure which service fits? Start with a call.
Initial consultations are confidential and complimentary.
Schedule a Consultation