We Are a Dependable Business Partner You Can Count On.
We are not your conventional accounting firm.
We See the Whole Picture
growth, profits, taxation, personal wealth - and use this expertise to help business owners take a holistic approach to building wealth and achieving professional and personal wealth goals and sustainable futures.
We work with business owners and non-profit leaders to improve the financial health of their organizations. We become an
Integrated Business Partner on Your Team
bringing a wealth of professional expertise and experience to support your financial and operational goals.
We build relationships with clients so that we can understand and help to relieve the pressure, allowing you to focus on what really matters to you - and, most importantly, allowing you to regain some breathing room to effectively run and grow your business.
How Can We Achieve This?
Our solutions are crafted to provide you with transparency in your CEO position and achieve a masterful comprehension of the different business strategies accessible to help you grow sustainable, foreseeable cash flows in the present and future.
We provide:
• Customized support for your business or non-profit that integrates in-depth industry knowledge.
• Access to leading cloud-based technology and tools.
• Unwavering commitment to human-to-human assistance.
About Lil
More than 25 years of experience in public accounting practice and various CFO roles. Her expertise helps business leaders and their companies meet strategic needs.
Lil is passionate about supporting and empowering owners and managers to grow their businesses with intention and purpose. This will create a significant financial asset for wealth creation, which can fuel their personal and professional goals.
Lil has an ever-growing network of business relationships that includes investment advisors, lawyers, banking partners, marketing specialists, and HR experts. They are always available to assist in successfully growing your business.
She has worked with clients from various industries such as medical practices, law firms, contractors, marketing professionals, HVAC, hospitality, landscaping, e-commerce retailers, non-profits, and others. Lil's goal is to help businesses analyze their operations and reduce unnecessary expenses. She also helps increase revenues that generate positive cash flow for future investment.