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🔎   CPA-Led Assurance & Strategic Consulting

Assurance Services & Business Consulting

From independent audits and financial reviews to strategic business consulting — our CPAs use deep industry experience to give you confidence and a clear path forward.

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AICPA Member
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CITP Certified
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Licensed CPA — Maryland
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Institute for Internal Controls
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Nonprofit Compliance Experts
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Assurance Services
Independent audits, reviews, and compilations performed by licensed CPAs — giving stakeholders confidence in your financial statements.
AICPA
Member Firm
Assurance Services

Independent. Credible. Compliant.

Whether your lender, grant funder, or board requires an audit, review, or compilation — our CPA team delivers these engagements with independence, accuracy, and on time.

Audit Services Reviews Compilations Compliance
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    Financial audits — independent examination of statements for lenders, boards, and grantors
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    Reviews — limited assurance engagements for financial credibility at a lower cost than a full audit
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    Compilations — professionally prepared financial statements for internal or external use
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    Compliance engagements — verify adherence to grant requirements, regulations, or loan covenants
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Business Consulting
Industry-specific strategic advice to help your business grow, restructure, or optimize — from an Interim CFO perspective.
15+
Years Advisory
Business Consulting

Strategic Advisory for Growing Businesses

Our business consultants use their industry-specific experience to make recommendations for your business growth. From business creation to real estate cost segregation — we're your financial strategic partner.

Interim CFO Business Creation Due Diligence Forecast & Projections Outsourced Accounting Real Estate Cost Segregation Profitability Analysis Nonprofit Compliance
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    Interim CFO services — executive-level financial leadership without the full-time cost
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    Business creation & reorganization — entity selection, structure changes, and documentation
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    Financial forecasts & projections — bankable projections for loans, investors, or strategic planning
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    Real estate cost segregation — accelerate depreciation and reduce your tax burden significantly
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Full Scope

All Consulting & Assurance Services

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Audit Services
Independent financial audits for nonprofits, government contractors, and lender requirements.
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Reviews & Compilations
Credible financial statements at the right assurance level for your stakeholders.
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Business Creation & Reorganization
Entity selection, formation, and restructuring for optimal tax and legal positioning.
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Interim CFO
Executive financial leadership — cash flow management, board reporting, and lender relations.
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Forecast & Projections
3-5 year financial models for SBA loans, investors, or internal strategic planning.
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Real Estate Cost Segregation
Accelerate depreciation on real property to significantly reduce your current tax liability.
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Due Diligence
Financial review of target businesses before acquisition or partnership agreements.
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Profitability Analysis
Identify your most and least profitable services, clients, or products — and act on it.
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Nonprofit Tax Compliance
990 filing, state registrations, unrelated business income, and public support tests.
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Schedule a Free 30-Min Consultation

Whether you need an audit for a grant, a CFO for a growth decision, or a cost segregation study — let's talk. Schedule a free consultation and we'll outline the right engagement for you.

Book Free Consultation 📞 (240) 664-9338