We take pride in offering highly tailored financial solutions to individuals and businesses, and our clients share certain financial characteristics that allow us to best serve them. To ensure we are a good fit for you, it’s important to highlight our typical client profiles based on our major service offerings:

• Our CFO services are most effective for businesses with annual revenues ranging from approximately $2M to $30M. We find this “sweet spot” allows us to deliver the most value.

• If seeking our Tax services, the majority of our client base has a minimum annual tax liability of $150,000. Many of them fall within the high six-figure income range, with some even exceeding several million dollars annually.