ACCOUNTING & TAX PLANNING We provide a full range of accounting and tax services including review of prior and current periods’ results and help plan and budget for the future. We help navigate your business through your Chart of Accounts. Strategically discussing and updating your Chart of Accounts allows us to find opportunities to minimize taxes, control costs and grow revenue. REAL ESTATE & TECHNOLOGY CLIENTS We have notable experience working with real estate and technology businesses and the people and families behind them. Our expertise includes: -Investment Analysis -Business Planning -Cost of and Return on Capital -Debt and Structure Optimization -Operational Execution -Accounting -Tax Planning -Establishing Metrics & Systems to Measure Monitor Optimize Performance BUSINESS PLANNING SOLUTIONS We provide leadership and hands-on solutions to “co-work” with you to address financing, banking, HR, legal support, and administration in your company. We drive goal setting, coaching, and structure by way of leading or supporting you one on one, or in management and board meetings. We strategically work with our client on a daily, weekly, monthly and quarterly basis. We work with the business operations and the owners and executives on business, personal and estate planning, strategies, implementation, and ongoing management as needed.