Reports, guidance, and advice when you need it.
For us, it’s in the planning. Create a roadmap for your business with the help of an accounting firm that has helped hundreds of businesses on their path to success. We offer consulting services for everything from business formation and growth strategies to acquisitions and sales.
Get the benefit of an accounting firm that knows the importance of data and information. Our team takes the time not only to understand your business, but your industry, location, and goals to build a strategy that works.
From Broad Strategy to the Details
Gain valuable insight at every level of business, from building an entity structure and spending strategy aligned with your business goals to implementing processes and the granular reporting processes that are crucial to guiding your business in the future.
Virtual and In Person Meetings
Meeting you where you are—as a modern accounting firm utilizing the latest technology, we facilitate services with remote-only firms, traditional in-office firms, and anything in between.
Discover a partnership that goes beyond the average accounting firm.
We tailor our services to meet the changing needs of your business, and empower our clients with the knowledge they need to determine what will impact their business most. It’s an approach designed for the long-haul, and all about client relationships and benefit.
With a seasoned team working across industries and engaged in constant analysis of entity structures, economic trends, and operating approaches, you benefit from an experienced team without the cost of hiring full time staff.
Our team is a collection of experts across industries and areas of focus. Whether your needs are broad and strategic or operational and specific, our highly-motivated staff works to gain expertise in their chosen areas of focus.
Define what your business needs and for what period of time, then adjust as your needs change. Our consultants offer short- and long-term commitments designed to work around our clients’ needs.
With every client, our goal is to become their trusted resource in business and finance. We work diligently to understand not just the ins and outs of your business, but your industry, geographic area, and business size. We always work toward the goal of a long-term partnership.
We are your partners in business success! Offering hard work and an attention to detail that goes beyond the average accounting firm, we do our part to see each and every one of our clients meet their business goals and find success.
Critical areas of focus exist at every stage of business ownership. Whether it’s time to change your entity structure, re-evaluate your financial performance and strategy, or time for a round of investor funding, our consultants offer expert guidance every step of the way.
Our core services include choosing the appropriate business structure to maximize cost-savings and benefits, paperwork and reports required for official company formation, and valuable analysis that make your business competitive from Year One.
Our consulting services cover all aspects of running a business. We help established companies reshape their businesses for the future, with a detailed, data-driven approach supported by decades of on-hand experience
Increase funding opportunities, evaluate acquisition targets, and prep your own business for sale with the aid of a team seasoned in the business valuation process. We help with data analysis and reports and presentations tailored to your needs
Whether you are facing an opportunity to acquire a company, merge, or intend to sell your business, our dedicated business advisors assist in the key areas of the process—from evaluating financial risk to identifying improvement areas and overall business opportunity
Get a financial health checkup and valuable guidance on how to push your business in the right direction. Tailored to your unique goals, our team conducts a detailed analysis, then offers real-world action items to get you where you want to be
Our risk assessment team conducts a detailed evaluation of internal- and external-driven risks to your business, with a focus on solutions that will mitigate those risks and future-proof your business
4151 Southwest Freeway Suite 630
Houston, Texas 88028
5155 Spectrum Way Unit 6
Mississauaga, Ontario L4W 5A1
Bookkeeping Software Cleanup
Business Advisory Services
Reasonable Compensation Report for S-Corp and IRS Audit
Accounting by Industry
Cross-Border CFO Services
Digital Creators and Online Brands
E-Commerce CPA for Canadian Shops Selling in the US
Real Estate and Construction
Transportation and Trucking
Tax Preparation and Planning
Small Business Tax Services
Cryptocurrency Tax Services
Cross-Border Tax Services
Cross-Border and International Tax
US Expats Living Abroad
US Tax for Canadians in the US
US Tax for Canadian Corporations Operating in the US
US Tax for Americans in Canada
Us Tax for Americans in Canada
Houston Tax and Accounting Resources
For assistance in planning and transferring your U.S. assets to Canada, please contact our colleague Phil Hogan, CPA, CA, CPA at (25) 661-9417 or email@example.com