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Our Services

ACCOUNTING

Bookkeeping – Compiled Financial Statements – Controllership – Payroll Reporting – Cash Flow – Projections

ACCOUNTING AND FINANCE STAFFING

Executive Search – Temporary and Project Staffing from the Accounting Clerk to CFO Level Offered by our sister company – Creative Financial Staffing (CFS)

Creative Financial Staffing

BUSINESS PLANNING AND AGREEMENTS

Financial – Tax – Strategic Planning – Shareholder Agreements & Employment Contracts Acquisitions and Divestitures – Buy and Sell Agreements – Leases – Franchises

BUSINESS VALUATIONS

BUSINESS VALUATIONS Gift Tax – Estate Tax – Divorce – Business Damages

FINANCIAL REPORTING

Audits and Reviews of Privately-held Companies – Audits of Retirement Plans – Evaluation of Internal Controls

FRINGE BENEFITS

Qualified Plan Design – Administration – Compliance – Non-Qualified Plans – Compensation

INVESTMENT PLANNING SERVICES

Investment Advisory Oversight Offered by our sister company – G&O Financial Services, Inc.

Go Financial Wealth

LITIGATION SERVICES

Divorce – Personal Injury & Wrongful Death – Business Damages – Lost Profits – Breach of Contract – Forensic Accounting (Divorce and Fraud)

Lender SBA Loan and Program Compliance

Loans – PPP – Credit – Lenders – Closings – Staffing – Compliance

MERGERS, ACQUISITIONS, REORGANIZATIONS

Negotiating – Planning – Implementation

PERSONAL PLANNING

Financial – Tax – Wealth Preservation

TAX PLANNING AND COMPLIANCE

Business – Personal – Estate – State – Fiduciary – International