CPA and CFO Advisory
Our Services
1. CPA Verification
Letters and income verification prepared by a CPA for mortgages, loans, landlords, and business purposes.
2. Real Estate Services
Residential buyer and seller representation supported by financial analysis for purchases, sales and investment decisions.
3. Mortgage & Debt Services
Mortgage financing for home purchases, refinancing, home equity and investment properties, with debt advisory.
4. Financial Planning and Tax Services
Structured plan for budgeting, savings, and investing, including tax planning, tax preparation, and review.
5. CFO Strategy Package
Focused engagement to review cash flow, KPIs, and capital plans, with a concise action plan for management.
How We Work
1. Intake & Scoping
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2. Work & Review
3. Delivery
Warren Buffett
~ Risk comes from not knowing what you’re doing ~
Engagement Options
• One time deliverable
• Project support
• Ongoing support
Terms and transparency
• Billing hourly or fixed fee depending on the engagement
• Timeline starts after documents are received
