Built for Owner-Led, Privately Held Companies
Tax, accounting, CFO, and advisory support in a single relationship, from a team that knows both your industry and your numbers.
Industry-Specific Accounting & Advisory Services
Every industry carries its own accounting rules, filing calendars, and audit exposure. Choose yours to see how we handle the specifics.
Insurance
Agency acquisitions, commission revenue timing, producer compensation, and statutory reporting alongside GAAP.
Real Estate
Tiered partnership allocations, 1031 exchange timing, cost segregations, and multi-state filings.
Consulting
S-corp owner compensation, QBI limits, cash flow strategy, and retirement plans sized to owner income.
Medical & Dental Practices
Operational metrics, specialized practice scaling, and entity optimization.
Construction
Accounting method selection, job costing, and WIP reporting that holds up to surety and lender review.
Financial Services
Fund and management company structures, allocation waterfalls, investor K-1s, and trader tax status.
Nonprofit Organizations
Exemption continuity, compliance audits, and functional expense allocations.
Law Firms
Partner compensation, capital accounts, billing-rate analysis, trust account reconciliation, and partner admissions and buyouts.
Technology
R&D tax strategy, software revenue recognition, and equity compensation.
Sports
Professional and collegiate athletes, clubs and recreation facilities, and the owners behind them, with multi-state income, multi-entity structures, and long-term planning.