We find money. Not because we help you get loans or anything, but because we know where it’s gone missing!

One mistake leaders often make is looking for new ways to borrow money or trying to find investors to cover business problems.

We find millions of dollars in your finances—while others just swim in the chaos—solely because we pay attention. 

Here’s where we often find money:

The books are behind, sloppy, or unattended to.

We always find money leaks when we clean up books. Trace the cash and gain the ability to SEE where it’s going. Double paid bills, uncollected money, wasted spending and so much more. Money is found in the details so if your money is a mess, you’ll never see where it's really going.

The tax returns are wrong.

Nearly 100% of the time, we amend tax returns when we take on new clients. Tax preparers often make mistakes, sometimes huge mistakes. We find typos that lead to six-figure refunds, or we find missed strategies that are costing the client hundreds of thousands of dollars. Taxes may be your biggest expense, and Uncle Sam doesn’t deserve a raise!

Planning in advance.

Predicting your cash and taxes makes it very easy to spot when things go off track. Also, it gives time to change tactics or strategies to reduce expenses and taxes, and better capture income opportunities. If you’re in chaos you’ll miss opportunities and can’t make quick—and accurate—decisions. Planning puts in the guardrails for your choices.

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The ultimate goal: total control over your finances so you can eliminate surprises and confidently put your money where YOU want to put it.

Let’s discover what we can do together.