Your partner for results

Our services

We help businesses worldwide better manage their financial and administrative workflow.

A full-service practice

Every engagement is tailored to the stage and shape of your business.

From assurance and tax to outsourced finance and cross-border advisory — one partner-led team, accountable end to end.

Assurance Services

01

Independent assurance that gives stakeholders confidence in your numbers.

  • Audits — statutory & internal
  • Review & compilations
  • Employee benefit plans audit
  • Due diligence & agreed-upon procedures

Tax Advisory

02

Domestic and cross-border tax strategy, compliance and representation.

  • Tax preparation & compliance
  • IRS & state tax examination & representation
  • Estate & retirement planning
  • Outsourced tax managed services
  • Offshore & cross-border transactions (OVDP, TP)
  • Indo-US tax advisory

Business Advisory & Consulting

03

Practical, entrepreneur-led guidance to sharpen strategy and operations.

  • Business valuations
  • Strategy & planning
  • Project management
  • Analytics & KPIs
  • Change management & operational efficiency

Outsourcing

04

Turn-key back-office finance and knowledge services that scale with you.

  • Finance & accounting (F&A)
  • Knowledge process outsourcing (KPO)
  • Family accounting offices

Specialized Servicing

05

Focused compliance and advisory for complex, regulated situations.

  • OVDI and FATCA compliance
  • CFO services
  • Cross-border reporting

Foreign Entity Establishment

06

End-to-end support for establishing and running an entity abroad.

  • Incorporation & entity selection
  • RBI approvals
  • Real estate and logistics
  • Talent recruitment
  • Startup & business development
  • Accounting, tax and compliance

CFO Services

07

An outsourced, part-time CFO for companies from start-up to $100M+ in revenue.

EB-5 Investment Services

08

Independent EB-5 advisory for accredited investors — from eligibility through Green Card.

How we work

A considered path, every time.

01

Understand

We start by learning your business, its stage and its ambitions.

02

Advise

Clear, partner-led guidance grounded in decades of practice.

03

Execute

Assurance, tax and finance delivered accurately and on time.

04

Grow with you

An ongoing relationship that scales as your business does.

Let's tailor the right solution for your business.

Every engagement is scoped to your needs — nothing more, nothing less.