Our Services
Fractional Accounting
- Department transformation
- ERP assessment & implementations
- Process & workflows
- Cash flow & liquidity management
- Forecasting & KPIs
- Trust accounting
- Intercompany accounting
- Consolidations
Fractional Integrator
Using the principles of the Entrepreneurial Operating System ("EOS):
- Execute company business plan
- Lead, manage, establish and hold accountability in the leadership team
- Cross-functional communication
- Operationalize company vision, purpose, and goals
Fractional Tax
- Department transformation
- International tax & transfer pricing
- Income tax provision & reporting
- Indirect tax: US, GST, VAT
- Offshore IP structures
- Consolidated groups
- State & local taxes
- Controversy
- Technology assessment & implementations
- Process & workflows
Consulting Services
Project based work:
- Accounting operations
- Tax operations
- M&A transaction planning, due diligence, execution
- Post-transaction integration
- New operations outside the US (assess through execute)
- Bespoke requests
Strategic Coaching
Intersecting career and technical challenges with mindset strategies.
** We offer a free 45-minute consultation to assess your individual situation and identify initial recommendations **