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We have a customer onboarding manager who will understand your business needs and financial goals. We will then suggest the right support package and pricing, understand your current financial systems, processes, and key stakeholders, and then create an integration plan to onboard your firm and start to deliver the expected solution.
We specialize in tax planning and can deliver an effective tax optimization solution based on your unique investments and tax planning goals. Our team comes from the leading tax planning firms and we use cutting edge tools to create sophisticated and tailored tax plans.
Our team comprises of CFOs, CPAs, CAS and Tax Directors with experience in some of the fastest growing and largest enterprises in the US. We have full coverage for financial advisory, CFO and tax planning needs with our leadership and management team.
Because we deal with businesses and their founders, we evaluate the accounting, tax situation, and hence the needs to create a package that most suits the client’s needs.
Our team has experience and expertise in various industries like manufacturing, real estate, non-profits, construction, e-commerce, CPG and high growth technology firms.
We are advisory focused, proactive and a modern tech oriented firm with a strong focus on customer service. We have customer success teams and an operational model that ensures that clients get the service they subscribed for and the service they deserve.