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Consulting arrangements of the firm have included serving as an outsourced chief financial officer, controller, and tax director. 

Through the outsourced controller engagement we have developed detailed reporting of business results for a closely held business, helping the owner to better measure the financial strengths and weaknesses of the business activities.  Monthly financial meetings focused the owner’s attention on strategic areas.

As an outsourced tax director we have worked closely with the client’s corporate controller and CFO to prepare the tax provision for the audited financial statements and then to prepare the multi-state consolidated income tax returns.  We offer ongoing tax consultations as needed and use our network of professionals from over 20 years in business to handle areas where we don’t have the needed expertise.