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With numerous, constantly changing rules and regulations to follow, projects to complete and deadlines to meet, persons responsible for the finance, tax and accounting functions need resources.  Further, many growing small- and mid-sized business do not need and cannot afford in-house, full-time, senior level finance executives.  That’s where we fit in.  Our experiences, resources (knowledge, qualified people, tools and systems) and commitment, will get the project done right.  Our practice is dedicated to outstanding and timely service.

Critical to a growing business is the ability to raise funds, be they loans or permanent capital.  We can assist finding money from public or private sources, the government, and/or financial institutions. A significant portion of our practice is devoted toward helping companies with fund raising; from initial presentations for angel investing groups, to detailed plans for venture capital firms, to private equity, to private placements and public offerings. We know the expectations of Small Business Administration, OPIC, EXIM Banks, USAID and financial institutions generally. We are continually helping companies with their financial reporting requirements, including SEC reporting and SOX compliance. Our clients call on us to assist with valuing a business, selling their business or acquiring a business.

Here is a partial list of other areas where we may assist:​

  • Strategic planning alternatives, budgeting, forecasting and modeling

  • Financial and accounting process improvement

  • Internal control review, testing, documentation and recommendations for cost effective improvement

  • Determining appropriate accounting policies and procedures and documentation thereof

  • Preparation for audits be they financial, operational or governmental

  • Research and documentation of positions surrounding technical accounting and tax issues

  • Computer data system evaluation, development, installation and/or conversion

  • Executive compensation, retirement and employee benefits research and analysis

  • Outsourcing a portion of, or entire, CFO function

Acquisitions & Divestitures

Acquisitions & Divestitures

We have extensive experience with purchases and sales of businesses, properties and other assets.  From identifying targets, to planning, to post-completion review and implementation, we can help with every step along the way.

Business Planning

Business Planning

We help refine the vision of a business and plot the way to get there with budgeting, projections and forecasting.  We have extensive experience building sophisticated models that help provide answers and direction.

Business Valuations

Business Valuations

Determining the value of a business, asset or ownership right, requires a great deal of experience, financial knowledge and judgment.  Our Firm can help with a range of solutions from specific calculations to in-depth valuations.

Fiduciary Services

Fiduciary Services

Our clients trust us to receive and disburse funds, invest funds and collect funds, either on a one-time basis, for a special project or everyday work.  To do so, we establish specific plans, guidelines and authorization levels, and diligently follow any instructions.

General Advisory

General Advisory

With numerous, constantly changing rules and regulations to follow, projects to complete and deadlines to meet, persons responsible for their finance, tax and accounting functions need resources.  Our extensive business experience will help create practical and expedient solutions.

Litigation Support

For Attorneys - Litigation Support Services

We understand lawyers and the legal profession.  We can assist with back office, large case management, and expert testimony.  Mr. Brenner has extensive experience with determining economic damages and has testified for both plaintiffs and defendants in several legal settings.

Oursourced Personnel Services

    Personnel Services

We step-in to get the job done whenever there is a need or a temporary absence.  We can lead the finance function as your outsourced CFO, provide controllership duties, and/or routine bookkeeping tasks.  We also provide unique advice regarding personnel matters.

SEC Compliance & Reporting

 SEC Compliance & Reporting

Many businesses find that they do not have the internal capabilities to understand and follow the myriad of rules, regulations, interpretations, and bulletins published by the U.S. Securities and Exchange Commission. 

System Consulting

Accounting Systems Consulting

QuickBooks is a great accounting software solution for small to mid-sized businesses.  We are QuickBooks ProAdvisors and accordingly we are trained to help you install, use and troubleshoot QuickBooks and Intuit products.

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