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As a small business owner you have more important things to do than to keep your own books. We take care of your books for you, so you can get back to the job of running your business and generating profits.
Our Part-Time CFO service gives you a professional financial manager who works with you to help guide your business to success.
Your stockholders, creditors, or private investors have different levels of risk tolerance, so we provide three levels of assurance to meet your needs.

A cash crisis can be emotionally devastating. It can even kill your business. The starting point for avoiding a cash crisis is allowing us to develop a cash flow projection for you.
If you still have all your plans and ideas locked up inside your head, preparing a strategic plan can help you clarify your company's direction.
Developing and implementing a well-designed succession plan is essential to the survival of a family business from one generation to the next.
Opening your own business is exciting and thrilling. It's everything that comes after the excitement and thrill has worn off that dictates whether a small business will make it or not.

The IRS uses very specific revenue and expense classifications to determine if your organization will retain its tax-exempt status.
We assess your internal control systems to determine the efficiency and effectiveness of your operating procedures, then we make recommendations that help your company become stronger.



Discover how much you could be saving with proper tax strategy. Our complimentary assessment typically uncovers $30,000-$50,000 in missed deductions and savings opportunities.

100 South Bedford Road, Suite 340, Mt. Kisco, New York 10549