Fractional services for startups and growth phase entities allows the C-Suite executive team to engage the expertise of a seasoned CPA to develop the concern, while drastically reducing the position cost until the entity is financially and operationally prepared to absorb the role full time. 

All divisions of an entity lead to the bloodline which is the finances. Engaging an experienced financial executive to orchestrate the growth via appropriate scaling is fundamental to achieving the board’s goals.

Timely and accurate accounting services are a necessity to provide a complete understanding of where your entity stands financially. Partnering with the right CPA firm ensures the financial lifeblood flows seamlessly. This enables the business Proprietor to concentrate on growing their business and providing exceptional goods or services.

Navigating the governmental, proprietary and fiduciary classifications of GAAP fund accounting regulations for a non-profit entity requires a specific skill set that we have garnered through years of tenure. 

New Jersey Election Law Enforcement Commission and Federal Election Commission financial reporting filing requirements are a niche expertise that I have mastered via representation of numerous political parties, PAC’s and candidates at the state and federal levels.  Additional, proficiency includes certification as a NJ Department of Eduction, School Business Administrator (CFO).

IRS and State tax regulations are a continually changing labyrinth. We work diligently to ensure your personal and business returns are compliant. Our team assures accurate and timely filing, while simultaneously minimizing your tax liability.

Comprehensive estate planning encompasses protecting, growing and preserving your assets for future generations. Trust creation entails asset protection and control, while simultaneously minimizing estate tax liability. An extensive valuation of your personal and business landscape is drafted to identify your needs, formulate a strategy, and ultimately execute to achieve your succession goals.