Frequently Asked Questions

We provide business consulting, tax planning, financial analysis, audit and assurance, risk management, and investment advisory services. Each engagement is scoped to your specific needs — we do not sell packages, we solve problems.

We price by engagement scope, not by the hour. After an initial discovery call, we provide a fixed-fee proposal that covers the full engagement. No surprises, no scope creep charges. Ongoing advisory relationships are billed monthly.

We work primarily with businesses generating between $1M and $50M in annual revenue. This is the range where financial infrastructure has the highest ROI — big enough to benefit from sophisticated planning, small enough that every dollar matters.

Tax planning and financial analysis engagements typically run 4 to 8 weeks. Audit and assurance work depends on the complexity of your organization but usually takes 6 to 12 weeks. Business consulting is often ongoing with quarterly review cycles.

Start with a free 30-minute discovery call. We will review your current situation, identify the highest-impact opportunities, and outline a recommended engagement scope. No commitment required — if we are not the right fit, we will tell you.

All client data is encrypted in transit and at rest. We use SOC 2 compliant infrastructure, maintain strict access controls, and sign NDAs before any engagement begins. Your financial data never leaves our secure environment.

No. We complement your existing accounting team, not compete with them. Your CPA handles compliance and filing. We handle strategy, analysis, and advisory. Most of our clients maintain their existing accounting relationships.