We are committed to providing our clients with the best service and expertise available.
We have over 20 years experience in Accounting, Finance and IT in the Banking Industry, and almost the same amount doing individual and business tax preparation and planning.
We understand the challenges you face, know how business operates, and provide the expertise you need.
Our founder has a CPA, MBA in Finance from a top tier school, and Big 4 Public Accounting experience. He started his career as a Bank Regulator, then worked in FP&A for over 20 years and specifically in Banking for the past 15 years. He understands your business, your concerns, and how to help you solve your problems.
In the Banking Industry, our solutions focus on Risk Management areas such as Asset Liability Management reviews and analysis, Credit Risk management, AML/BSA validations and helping you comply with the latest regulatory requirements and environmental challenges.
For individuals and small businesses, we provide tax planning, tax preparation, and financial planning solutions for our clients.
Contact us for a free consultation and let's find out how we can help you.