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Is Your Business Earning the

Profits You Expect?

Is Your Business Healthy?

Do You Really Even Know?

Get A Low-Cost Objective

Business Assessment to Find Out How Your Business Is Performing

  • Identify Strengths and Weaknesses in Your Operation
  • Compare Your Results to Similar Companies in Your Industry
  • Profit Analysis and Ways To Improve It
  • Improve Cash Flow and Reduce Taxes

Over 90% of businesses operate at 50 to 70% efficiency or worse and don’t even realize it. Get more out of your business with reduced stress. Do you want more money in your pockets?

The basic price for the Business Assessment is $495 to $1,495, depending upon the size and complexity of the business, which includes the complete analysis report as well as a consulting meeting to discuss the results and how to implement changes and improvements. There is no further obligation after you receive the analysis.

CFO and Controller Services

Growing businesses often reach a point when they need a higher level of financial and accounting support. However, adding a new position may not be justifiable, whether because of the expense or because there isn't enough work for a full-time employee.

There are other options, though. We can provide a high-level of financial management support on a part-time, cost-effective basis through our CFO and Controller services. We can help you in a variety of ways, based upon your specific needs.

If you would like to have a no-cost, no-obligation conversation about your business, please fill out the form on the Contact page or email us at [email protected]. We'd love to help you out in making your business as successful as possible. Don't keep waiting, hoping that everything will turn around and your business will recover naturally. As they say, hope is not a plan.

I hope that you'll give this your full consideration. Your business is too important to just let time keep passing.


To download a single-page brochure, please click here

We operate primarily in Palm Beach County, FL. However, we can perform our Business Assessment for businesses located anywhere in the U.S. In addition, most advisory services can be performed on a remote basis.

We serve clients in West Palm Beach, Palm Beach Gardens, Wellington, Lake Worth, Boynton Beach, Lake Worth, Delray Beach, Boca Raton and any other area of Palm Beach County.

CFO services, Controller services, Accounting services, Business consulting,

Profit improvement, Bookkeeping services, Business Value