Our Services

Operational & Financial Reporting

Analytic Development, Audit Preparation, Quality Reporting, Budgeting, Productivity Measures, and Projecting & Forecasting Models

Business Strategy 
& Planning

Business Plans, Strategic Plans, Budgeting, and Forecasting.

Project Management 
& Compliance

for projects such as: Healthcare Regulatory Survey Preparation, New System Implementation, COVID-19 Recovery Plan, etc.

Financial & Management Training

includes planning and forecasting, financing strategies, and turnaround plans for struggling businesses.

Financial Consulting
& Turnarounds

developing customized financial and management training for your business leaders.

Board Education 
& Development

providing Board education and development for non-profit organizations.

CFO Coaching & Development

helping controllers and financial managers navigate the responsibilities and politics of executive leadership.


All of our projects are customized to meet your specific business needs:

- Analytic Development
-  Customized Education Plans
-  Audit Preparation
 - COVID-19 Recovery Plans