CPA/Accountant

 

If you are a CPA or an Accountant, we should partner/collaborate. Here’s why:

  • As former Bankers and being in the “money” space for almost 30 years, we have come across thousands of clients that in our opinion, require good CPA’s that can help them keep their books together, because healthy financials can make Businesses Bankable.
  • We can also collaborate with you to help some of your clients in your Book of Business, get a former Credit Banker’s perspective, through many of out services such as Discovery Analysis, which is the most common sought service by CPA’s and Business Sustainability which is for the more elite companies that need a little more hand-holding.
  • Lastly, as an Advisory and Consulting Company, many of clients that are also startup business that require CPA’s, so we are always looking to refer out our clients to our CPA friends and business partners.

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