Welcome to Financial Clarity

Understanding the

Bigger Picture

for your Organization

Accelerating Company Value & Achieving Business Goals

Explore Our Services

Accounting Services

Business Value  Growth

Strategic Tax Planning

Holistic Wealth Planning 

Accounting Services

Insight

Our highly qualified outsourced accounting and financial services providing the following benefits:

  1. Relieve Owners’ Stress: Managing their financial affairs, alleviating the burden on founders, allowing them to focus on expanding their business and leveraging their expertise.
  2. Streamline Accounting Systems: We specialize in cleaning up and simplifying complex accounting systems, replacing them with streamlined and automated solutions. 
  3. Cost Savings: Whether your company is growing or has recently downsized, our outsourced finance services can offer expert guidance to improve cash flow and profitability. We provide accounting, controller, and/or CFO services enabling companies to focus on what matters most while maintaining essential financial expertise.
Outsourced Finances

Business Value Growth

8 Key Drivers of Value
Value Growth Acceleration
Statistically over 75% of an entrepreneur’s net worth is tied to his/her business. Our Value Growth Acceleration Framework (VGAF) is a statistically proven methodology designed to improve the value of a privately held business.  

Strategic Tax Planning

Reduced Taxes
Taxes represent one of the largest annual expenses for business and individuals in the United States.  While often just accepted, a do-nothing approach to tax planning causes taxpayers to lose thousands of their hard-earned dollars every year.  Our tax planning focuses on identifying the right combination of tax saving strategies for your situation.
Our 6D Tax Planning Process

Holistic Wealth Planning

FEE BASED PLANNING – YOU KEEP CONTROL OF YOUR ASSETS

 
  1. Financial Planning and Priority Setting
  2. Business Value Integration
  3. Cash Flow Analysis and Budget Support
  4. Retirement and Life Planning
  5. Investment Analysis, Strategy and Implementation
  6. Risk Management 
  7. Estate Planning 
  8. Employer Benefit and Retirement Plan Reviews
  9. Real Estate Planning

Let's Build an Awesome Plan Together

Lets Talk

Alittle About US

We Care

We understand the last thing you have time for is managing the financial complexities of your life. Our Mission is to help you maximize your business value, lower your taxes and build your wealth.

We LOVE what we do

We might just be complete number geeks but we truly love what we do. We also pride ourselves on providing SUPERIOR client service as our standard.

Proud Certifications & Memberships

  • Enrolled Agent (US Treasury)
  • National Assoc. of Enrolled Agents (NAEA)
  • Certified Value Builder (CTB)
  • Certified Exit Planning Advisor (CEPA)
  • Exit Planning Institute (EPI)
  • CFP Board (Certified Financial Planner Board)
  • Tax Representation Network (TRN)
  • American Society of Tax Problem Solvers
Asset 2-100
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C Board

Candidate for CFP® Certification.

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How it Works

Introduction Meeting  – 45 min introduction call to discuss your situation and assess you opportunities 

01

Discover

  1. Understand your current situation.
  2. Clearly define your goals.

02

Develop & Integrate

  1. Develop your Business Value Growth Plan.
  2. Guide you in creation of Your Wealth Plan.
  3. Design your Tax Savings Strategies.
  4. Integrate your plans together.

03

Implement

  1. Implement Your Plan Together.
  2. Monitor your plan for updates
Statistically over 75% of an entrepreneur’s net worth is tied to his/her business. Our Value Growth Acceleration Framework (VGAF) is a statistically proven methodology designed to improve the value of a privately held business.