We deliver tax, accounting, and advisory services designed
to move you from reactive compliance to proactive planning.
CAS Foundation
Best for: businesses that need accurate, reliable financials
What's Included:
Interpretation & Insight
Best for: owners who want to understand what the numbers mean
Everything in Controller Essentials plus
Strategy, Cash & Capital
Best for: growth-stage or cash sensitive businesses
Everything in Strategic Controller plus
A deliberate approach to cash: target reserves, timing of large outflows, and working capital discipline.
Updated and reviewed on a set
cadence, so cash surprises stop being surprises.
Hire, expand, invest, contract: every major decision modeled before you make it, not after.
Banking relationships, debt structuring and covenants, owner distributions, and financing readiness.
The metrics tied to your goals, plus a structured quarterly session and a written priorities memo.
A seasoned finance perspective in the room for board level and ownership decisions, whenever they arise.
Major decisions made with data and a model, not gut feel and hope.
Cash and capital needs seen quarters ahead, while there is still time to act.
A standing cadence that keeps the plan, and everyone on it, on track.
Within 2 business days of signing: a short checklist for your accounting system and read only bank access.
We study your books,
systems, cash position, and how numbers flow, measured against your goals.
Within 15 business days: findings, the confirmed CFO scope, and a monthly fee quote you can rely on.
We walk the report together. You decide whether to continue. You keep the report either way.
Strategy Before Filing
Best for: individuals and business owners who want a proactive, forward-looking approach
What's included:
Portfolio-Wide Coordination
Best for: financially established individuals and families
What's included:
The Accounting and Advisory Ladder
PACKAGE 01
CAS Foundation
Best for: businesses that need accurate, reliable financials
What's Included:
PACKAGE 02
Interpretation & Insight
Best for: owners who want to understand what the numbers mean
Everything in Controller Essentials plus
PACKAGE 03
Strategy, Cash & Capital
Best for: growth-stage or cash sensitive businesses
Everything in Strategic Controller plus
A deliberate approach to cash: target reserves, timing of large outflows, and working capital discipline.
Updated and reviewed on a set cadence, so cash surprises stop being surprises.
Hire, expand, invest, contract: every major decision modeled before you make it, not after.
Banking relationships, debt structuring and covenants, owner distributions, and financing readiness.
The metrics tied to your goals, plus a structured quarterly session and a written priorities memo.
A seasoned finance perspective in the room for board level and ownership decisions, whenever they arise.
Within 2 business days of signing: a short checklist for your accounting system and read only bank access.
We study your books,
systems, cash position, and how numbers flow, measured against your goals.
Within 15 business days: findings, the confirmed CFO scope, and a monthly fee quote you can rely on.
We walk the report together. You decide whether to continue. You keep the report either way.
Major decisions made with data and a model, not gut feel and hope.
Cash and capital needs seen quarters ahead, while there is still time to act.
A standing cadence that keeps the plan, and everyone on it, on track.
Planning and Wealth Packages
PACKAGE 04
Strategy Before Filing
Best for: individuals and business owners who want a proactive, forward-looking approach
What's included:
PACKAGE 05
Portfolio-Wide Coordination
Best for: financially established individuals and families
What's included:
The Accounting and Advisory Ladder
PACKAGE 01
CAS Foundation
Best for: businesses that need accurate, reliable financials
What's Included:
PACKAGE 02
Interpretation & Insight
Best for: owners who want to understand what the numbers mean
Everything in Controller Essentials plus
PACKAGE 03
Strategy, Cash & Capital
Best for: growth-stage or cash sensitive businesses
Everything in Strategic Controller plus
A deliberate approach to cash: target reserves, timing of large outflows, and working capital discipline.
Updated and reviewed on a set
cadence, so cash surprises stop being surprises.
Hire, expand, invest, contract: every major decision modeled before you make it, not after.
Banking relationships, debt structuring and covenants, owner distributions, and financing readiness.
The metrics tied to your goals, plus a structured quarterly session and a written priorities memo.
A seasoned finance perspective in the room for board level and ownership decisions, whenever they arise.
Within 2 business days of signing: a short checklist for your accounting system and read only bank access.
We study your books,
systems, cash position, and how numbers flow, measured against your goals.
Within 15 business days: findings, the confirmed CFO scope, and a monthly fee quote you can rely on.
We walk the report together. You decide whether to continue. You keep the report either way.
Major decisions made with data and a model, not gut feel and hope.
Cash and capital needs seen quarters ahead, while there is still time to act.
A standing cadence that keeps the plan, and everyone on it, on track.
Planning and Wealth Packages
PACKAGE 04
Strategy Before Filing
Best for: individuals and business owners who want a proactive, forward-looking approach
What's included:
PACKAGE 05
Portfolio-Wide Coordination
Best for: financially established individuals and families
What's included:
We are your leading outsourced accounting firm in the D.C. area, specializing in providing financial solutions for small and medium-sized businesses. With our expertise and tailored services, we help businesses both locally and around the country streamline their accounting processes and optimize their financial performance.
