Our Reputation
Complete Controller is proud to be an American company, and we hire American. We love our clients, and our clients love us! We’re honored that they’ve chosen Complete Controller to help to support their businesses and organizations. See what clients have to say below … and guess what? CPA’s love Complete Controller too!
Hundreds of CPA firms accross the nation use complete controller as their back office bookkeeping department. Thank you for trusting us with your precious clients. Are you a CPA? about how we can serve you!
Over the years we have worked with many fine companies and developed strong relationships with key people who provide us with excellent service. When you engage with Complete Controller, our relationships become your relationships. When you work with our preferred providers as a Complete Controller client, you gain access to benefits including special pricing and personal service.
Recent Testimonials from Clients
I subscribe to your Oversight & Training package and I have learned more in the past 1 hour than I have from talking with others for months. What a great service!
- Allen Moma
Blueberry Funding
Business Owner
“Complete Controller is a great service. My team did a great job!”
- Tony Figurelli, President
Anchor Bar
Business Owner
After working with 4 different accountants for my small business I was introduced to Complete Controller by a trusted business associate of mine. From the get-go they were different. They understood the technology and they already had the processes in place. I used to have to play phone tag with my accountant to make sure my books were clean and processes were being followed. Now I don’t worry about my books or my accounting – it is a huge weight off my shoulders and Complete Controller has been worth every penny.
- Garrett Mann
E-Cig Vault
Business Owner
Since its inception, Complete Controller has been a key component in our management company’s business model. With their level pricing we can easily bundle their service with ours and subcontract Complete Controller to care for my clients’ operational assets. Complete Controller demonstrates their commitment to excellence by always providing my client’s staff with excellent training and going the extra mile to get them on track and running smoothly!
- Greg Call
Self Storage Works
Business Owner
Thank you Ladies for all your help. My Bookkeeper has been very helpful in educating me on how to best explain all the details of my financial reports. Complete Controller does a great job and I am now confident about my bookkeeping and reporting. I appreciate all your support!
- Dr. Heba Farag
Heba Farag, M.D.
Business Owner
Our company is extremely pleased with all of your hard work and continuous efforts in providing excellent service. The paperless accounting system has been such a huge convenience and has really worked out for us.
- Franco Tamburrino
Coast 2 Coast Funding Group
Business Owner
One of the primary elements for companies seeking investors or partners is the utilization of a third party accounting solution.
- Lorraine Conaway
Conaway & Conaway
Business Owner
“I am very happy with my services and my team. My Complete Controller bookkeeper has done an excellent job with my accounting.”
- Lyndon Brown, President
Alpha Omega Construction
Business Owner
By the way just heard HUGE praise for Shannon at Complete Controller, YouBar loves her.
Additionally, I have been meaning to write you to give you praise on Candy and Amy. Any time there’s even a hint of an issue I know Amy has it handled. It’s also been really great working with Candy these last few months; she seems to be very well organized. Thank you!
Additionally, I have been meaning to write you to give you praise on Candy and Amy. Any time there’s even a hint of an issue I know Amy has it handled. It’s also been really great working with Candy these last few months; she seems to be very well organized. Thank you!
- Cynthia Flynn, Esq.
Hackler Flynn & Associates, APC
Business Owner
…at the last full board meeting several comments were made that they were the best financials they have ever seen! Many other members agreed!!! Great job Jennifer! Thank you!
- Kathleen Eaton Bravo
Birth Choice Health Clinics
Business Owner
Thanks for all you do for us. Very much appreciated!
- Greg Laurance
Laurance Investments
Business Owner
“Y’all are amazing!”
- Happy Perez
SLFEMP Music LLC
Business Owner
We are very lucky to have found Complete Controller. They have not only simplified our bookkeeping, but they have given us the tools to take a proactive approach to managing the company’s financial resources, allowing my team to make timely decisions based upon accurate financial information. In short, Complete Controller has transitioned our company’s finance department from a liability to an asset.
- David Cooper
Keyport, Inc
Business Owner
I really appreciate Complete Controller and your team. Everyone has always been very attentive and professional. Thank you very much for everything.
- T.J. Smith
PrintSmith Solutions
Business Owner
Complete Controller is a dream to work with, everything is great! Sherri is amazing and although the on-boarding was comprehensive, Complete Controller made it seem simple. The platform is very easy to use and they live up to their name as CPA’s best friend.
- Todd Scattini
Harvest 360
Business Owner
I love working with my Complete Controller team, they have all been wonderful. What you’ve done for what you charge is amazing. My marriage is better, my life is better, I sleep better at night.
- David Kranser
Pinnacle Micro
Business Owner
Complete Controller has helped us through the toughest times we have ever faced in business. We subscribe to both your Private Services to manage our home budget and accounts and your Business Services to manage our company. Your staff has been friendly and helpful every step of the way and your hosted service allows me access to the books to invoice my clients and review our cash flow even on the weekends. Thank you for always having our best interest at heart!
- Craig Brill
DogSport LA
Business Owner
We really appreciate all the hard work and support over the past years and your accounting team getting us to this point!
- Jordan Voloshin
Ice.com
Business Owner
I want to thank Complete Controller for their assistance in helping our entities get their books in order this last year. It was a very big job and required the help of your team to do this. We are bringing another restaurant to you next month and that will be our fifth.
- Manao Davidson
Square One Dining
Business Owner
“Complete Controller has been great, my team has handled my accounting really well!”
- Giovanni Stein, President
NoteVestors
Business Owner
We hired Complete Controller because we were going through a stage of rapid growth and we needed somebody to help us restructure our accounting and finance processes. We’ve recently added several locations to our already large portfolio and with the help of Jennifer and her team we’ve been able to scale without adding any labor on the back end. The focus on streamlining the back office and transforming our practices to be more refined has saved us a tremendous amount of time and increased the accuracy of our financial reporting. Complete Controller is always there to answer our calls and we really appreciate the mentoring and support.
- Chris Jerome
Supercuts Franchise Group
Business Owner
I appreciate the accounting Complete Controller has provided and am grateful as it has created a bridge to us moving forward with the growth of Aperity.
- John Madalon, President
Aperity LLC
Business Owner
‘I am very happy with your service and my Complete Controller accounting team. Everyone at Complete Controller has been great!’
- Roxanne Burns
Wonderleaf
Business Owner
We are very happy with our services and our accounting team. Your company has been very helpful with getting our accounting accurate.
- John Nottoli, President
Marisol Therapeutics
Business Owner
‘Complete Controller has taken good care of me and I will not hesitate to recommend you and your services.’
- Dann Druen
Hopewell Funeral Home
Business Owner
I LOVE your service. Otherwise, it would take me a week out of every month to do the books. This is the best thing ever!
- Michael Thompson
Excelerate Capital
Business Owner
As an entrepreneur, whose sole purpose is to offer my clients creative solutions to essential business functions that often overwhelm small to mid size business owners, I am often searching for other such companies. Complete Controller has created tailored plans for my clients that will assist them with overcoming their accounting challenges. Referring them not only benefits my clients, it continues to be a value-add to my business. There is no doubt that I will refer them time and time again.
- Dawn Sneed
The Olive Brand
Business Owner
“The Complete Controller service and processes have been fantastic! It was truly the complete package. Your teams have always been responsive and the financials were complete and accurate. My CPA thought you did a good job as well!”
- Chuck Goetsel, President
Socialwise, Inc.
Business Owner
We have been very satisfied with the services your company has provided us. Thank you Complete Controller very much for the help. We greatly appreciate you!
- Marlene Alter
Prestige Motorcoach Corp
Business Owner
Thank you very much. I sincerely appreciate the GREAT SERVICE!!!
- Dion M. Genchi
Metal Supply Inc.
Business Owner
When we first started our business 5 years ago we knew nothing about financial controls. As the business grew we noticed a lot of waste but had no way to know for sure. After signing up with Complete Controller we were able to look at our business from the top down and see the gaps. We were able to make adjustments and slowly increase our net profit over time. This led to us having rock solid books in year 5. Because of this we now have an opportunity to sell our business to a very excited buyer. His quote, ‘Your numbers look fantastic!’ Without your help it would have been hard (if not impossible) to prove those numbers. Thank You Complete Controller!
- Dylan Watkins
Burger Monster
Business Owner
“My Complete Controller accounting team did a great job. They helped me to get my books current and I’m happy that I’m able to develop processes now to move forward.”
- Vicki Sokol Evans, President
The Red Cape Co.
Business Owner
‘I’m very happy with our service, Complete Controller has been great!’
- Luke Gustafson
DataHouse
President
Thank you Complete Controller for your service, reliability, technology, and integrity – all critical to sophisticated start-ups and deserving entrepreneurs. Your level of service is a must in today’s world and rarely delivered as well.
- Rosalind Marinou
Momant
Business Owner
As you all know, Margaret and I made the tough decision close to a year ago now that we needed to sell our business. So, we now have a buyer who signed a purchase agreement yesterday and paid a deposit. I’ve discussed with the new buyer how pleased I have been with Complete Controller and that he should consider keeping you on…to provide some bookkeeping stability while he learns the business. It has been an absolute pleasure working with all of you and I wish you all the best going forward.
- Paul Aubin
Newport Beach Vacation Rentals
Business Owner
“I’ve had first rate service with Complete Controller. I have always received excellent services from my accounting team.”
- Richard Hallett, President
Red Barn Guest Ranch, LLC
Business Owner
We really like working with your company. We feel like you are always there for us no matter what we need. Even if someone is out of the office or on vacation, there is always someone else who is available and willing to help so we are never left without the support you give us.
- Gerzain Figueroa
V&A Inc.
Business Owner
We began working with Complete Controller in January 2008. Since then our experience has been great. They provide excellent service at a reasonable price.
- John Malone
Yankee Mini Storage
Business Owner
I am glad that I have reached a point where I am able to begin to get some clarity on these “scary” numbers, that have been so mysterious to me. It’s a little painful in that, it is uncharted territory for me, but at the same time, there is a glimmer of relief that some progress is being made. Thank you and everyone involved at Complete Controller, for your assistance and kindness.
- Rickie Moore
Coast View Plumbing
Business Owner
‘My team is first rate and professional! We enjoy working with you.’
- Sean Sheridan
Trinidad Holdings Company
Business Owner
“You have done a wonderful job for us over the past 3 years. I am very happy with my services and my team.”
- Barbara Beers
Schola Publishing
Business Owner
I would be dying if I didn’t have Complete Controller’s support, they help me run our back office. I love working with my Complete Controller accounting team because it feels like they are in my office with me. The communication is excellent……literally feels like they are right by my side. Thank you Complete Controller!
- Lori Coria
Afters Ice Cream
Business Owner
Is the camera rolling? My testimony is very simple, Complete Controller was able to do everything they said they could. I enjoy working with my dedicated Complete Controller accounting team and would recommend their services to anyone in my industry. Thank you for getting things up-to-date and thank you for getting it right!
- Ben Bost
Smartway of the Caorlina's
Business Owner
“My accounting team does a great job and I would recommend Complete Controller!”
- Gena Lofton
Passive Income Investors
Business Owner
It’s a pleasure working with you.
- Crystal O’Brien
Think Ink Marketing
Business Owner
You wear a lot of hats as a small businessman, but you might not be good at all of them. And one of the biggest areas that I found that’s really needed is the backroom and in your accounting. You need to know the numbers, you need to know your cash flow, you need to know all those things that are working. My accountant…recommended Complete Controller. Jennifer Brazer and her group there…all those folks have just done a fantastic job for me. Anyone that’s out there in business…knows that you’re always needing your files, your projections, your articles of corporation, all those things; and the nice thing about Complete Controller is that they keep that all in a very organized manner at your fingertips.
- Richard Hallett
Wrightwood Guest Ranch
Business Owner
“My team does a great job. They are friendly and knowledgeable!”
- Josh Ashby, Attorney at Law, Managing Partner
Ashby Law Group LLLP
Business Owner
We want you to know that your help in getting our accounting organized is invaluable and has helped us to greatly increase our ability to improve in all areas of our business. The monthly reports and reconciliations have given us the ability to keep a pulse on our finances. The access we have to you and your staff has been amazing.
We would highly recommend Complete Controller’s services to anyone requiring Quick Books help and financial maintenance; you have been amazing. Thanks so much – for everything!
We would highly recommend Complete Controller’s services to anyone requiring Quick Books help and financial maintenance; you have been amazing. Thanks so much – for everything!
- Jeff Tolly
Tolly, Inc.
Business Owner
Thank you to our Complete Controller for all of her efforts. I hope we effectively warned everyone that it would not be easy! I’m glad this is the team that took on the task, we appreciate everything you have done and are doing.
- Laura Douglas
Turner Group Inc.
Business Owner
I have been with Complete Controller for three years! You guys are so awesome, my dedicated team is on top of everything. I love getting my reports and my CPA has never been happier with the numbers. I recommend Complete Controller to all my colleagues and friends. If you are a lawyer and need your books done right…do yourself a favor and get Complete Controller on your team!
- Mary-Ann Noiroux, Esq.
Law Offices of Mary-Ann Noiroux
Business Owner
We love the Complete Controller team, they have really helped us get to the next level with understanding our job costing and making sure the books are tight. Nothing slips through the cracks under their watch and we always have access to an expert. The Controller support is amazing and they are definitely QB guru’s. I wish I could know as much as they do about QuickBooks but it would take me 20-years to get there!
- Jim Solis
Harbor All Glass
Business Owner
“I am very happy with my services and my accounting team. You do a great job with my accounting and I’m very appreciative.”
- Doctor Tu, President
Humane Care Medical Group
Business Owner
I am so pleased that I selected Complete Controller to handle the accounting portions of my business. I am not the most organized person in the world so having her and her staff in the background helping in this area has given me the confidence to go after large opportunities which I hope to see realized in 2009.
- Ron Dzierzynski
EVMS Search
Business Owner
I am extremely happy with your expertise and service. I was so impressed that you not only ask the right questions to gather information about my business but you also provide the tools for me to provide that information to you. I love that you make custom forms and train my staff. Thank you.
- Terri Breer, Esq.
Breer Law Offices
Business Owner
Thank you so much for being so understanding and cooperative with my craziness. This has been such a struggle for over 8 years and when I met Jennifer I finally saw the light. I knew things would get better! I can still see the light and I know we are so close…I just need to stop finding receipts everywhere I look. Once again thank you so much…I appreciate all your hard work!
- Paola Anderson
Judi’s Pet Grooming
Business Owner
I was blown away by the process! It is easy to follow, concise and, best of all, financially and environmentally conservative. A great program that I would encourage all my clients to take full advantage of!
- Adam P. Liquori
UBS Financial Services
Business Owner
You guys ROCK! Seriously I have never had such a competent team and never have to worry if things are being done correctly or not and ON TIME!!! Cheers!
- Renee Ascencio, CEO
Natural Healing Center
Business Owner
Recent Testimonials from CPAs
My service has been fantastic!
- Terri-Lynn Vearer, Controller
Antistat
CPA / Accounting Expert
Complete Controller is a pleasure to work with for all your company’s accounting needs. They are quick, efficient and professional. If you are looking to outsource your bookkeeping and accounting functions, I highly recommend them.
- Steve Sherr, CPA
Small Business Tax, Inc.
CPA / Accounting Expert
You guys do such a great job! Our clients are very happy with your services and I definitely recommend Complete Controller to my clients.
- Arif Ali, CPA, CA, CGMA, MA in Economics
AA CPA Tax Strategist
CPA / Accounting Expert
As my firm grows and develops its expertise in our core offerings of tax and financial planning and tax preparation, we have decided to retire our in-house bookkeeping model. We now use a company that specializes in bookkeeping and controller level services to complete the work for us, Complete Controller. Complete Controller is a well-established bookkeeping firm that shares my belief that expert services should be accessible and affordable to all small businesses and households. I have been working with them on several client accounts over the past year and have been very excited about their level of expertise, communication, and accessibility. They provide me with an interface so that I am still able to interact with all of my client’s books and records, even though they have taken on the day to day bookkeeping work. I am very pleased with their solution and have every confidence that you will be as well.
- Cheryl Seale, CPA
Seale CPA & Co.
CPA / Accounting Expert
Everything is going great! The desktop is very easy to use and we recommend Complete Controller for bookkeeping.
- Ellen Bartholemy
CPA / Accounting Expert
It’s great working with Complete Controller. The feedback I get from my clients is amazing. Thank you Complete Controller!
- Jason Bigg, CPA
J.W. Bigg & CO
CPA / Accounting Expert
I’ve tried other companies, I am glad to find something that works!
- Pam Schoelles, EA
Schoelles & Associates Inc.
CPA / Accounting Expert
The thing I love about Complete Controller, and discovered the first time I used you, is that I don’t have to go double check everything you do. The work is done with experience, knowledge, and expertise behind it, so I don’t feel like I have to constantly be double checking it, like I would if I were working with someone who doesn’t know what they are doing. The desktop access makes it so I don’t have to ask clients for things and have them dilly-dally or tell me something is coming, only to find that it isn’t. I can just go to the desktop and have everything right there. After bringing on multiple clients, the access through my own desktop has been great because everything is there in one place.
- Christy Hyche, CPA
Layne Lauritzen, CPA, PC
CPA / Accounting Expert
To start I gave Complete Controller one of my most challenging clients. That client used to call me all the time with one fire-drill after another. My best testimony to Complete Controller’s expertise and ability to win over the toughest cases is just this: That client doesn’t call me all the time anymore! They are a great resource for my firm.
- Bob King, CPA
Hall & Company
CPA / Accounting Expert
Our client is extremely impressed with Complete Controller’s services!
- Thomas W. Kerl
Kerl and Co. CPA
CPA / Accounting Expert
Any questions, changes, or comments are always handled timely. Our client is very happy with Complete Controller and it is working great!
- Jayme Lavioe
SingerLewak
CPA / Accounting Expert
I enjoyed the work and really love the environment and structure of Complete Controller.
- Kelli Blount
CPA / Accounting Expert
I am a CPA in Encino and have had the pleasure of working with Complete Controller on a mutual client for the past several years. Interfacing with them to solve issues has been fantastic. They set up a ‘virtual’ set of books for the client where we can all collectively discuss the financial statements together. Adjustments can be made in real time while we view the financials from different locations. It certainly saves time and money! I recommend them to any company wanting to outsource their accounting function.
- Mark K. Chapman, CPA
Rose, Snyder & Jacobs LLP
CPA / Accounting Expert
“I have had a great relationship with my Complete Controller team, they migrated me over from Xero accounting software and I am extremely happy with QB desktop and its functions. My Complete Controller team is attentive and not a run of the mill staff. They are very knowledgeable and I could not be happy enough!”
- John Ward
Forward, LLP
CPA / Accounting Expert
Our firm has been working with Complete Controller for years, Complete Controller is very professional and I love working with the team that is dedicated to my clients. My clients are very happy and every time I have questions, I get answers fast.
- Penny Chang
Hall & Company
CPA / Accounting Expert
We have many clients with Complete Controller…the secure vpn is extremely easy to use, I love having live access to the QuickBooks file and it is convenient to make adjusting entries quickly. The Complete Controller teams do a great job!
- Brian McGeough, CPA
Marcum
CPA / Accounting Expert
…happy that Complete Controller was able to clean up the financials for clients who had put off their accounting for awhile. I appreciate your staff getting the books cleaned up so swiftly! It makes my job easier!
- Windes, CPA
CPA / Accounting Expert
I have had the opportunity to see Complete Controller grow into an amazing bookkeeping firm. The problem most small businesses have is that good management accounting takes someone who knows how to keep company records for management’s needs as well as for tax records. And that means a ‘controller’ which is often way to expensive for a small business. And this is where a firm like Complete Controller can not only save money but also provide the type of financial records that help a small business be a financial success.
- Barry Walshe, CPA
CPA / Accounting Expert
“I love working with each of the staff at Complete Controller and I think everyone and the company is amazing”.
- Arda Hagopian
Aqua Chem Engineering
CPA / Accounting Expert
So far so good! We’ve been working well with the Complete Controller team. On last year’s books, the client thought we had a discrepancy in revenue and your team double checked the income and it was perfect.
- Ralph Garrido, CPA
Ralph J. Garrido & Associates, Inc.
CPA / Accounting Expert
Complete Controller is a great investment for any company wanting to take their bookkeeping to the next level. I love working with Complete Controller because their dedicated professionals take over the accounting functions and provide accurate up-to-date financials which I feel 100% comfortable relying on to prepare the tax return. I highly recommend Complete Controller for your accounting needs. They are the best at what they do and your accounting team of experts should be the best. It’s an investment worth making because if you know your numbers, then you know your business!
- Tanya Miramontes, CPA
TM Tax Services
CPA / Accounting Expert
It sounds like we have referred several clients to Complete Controller and they are all happy. Everyone here knows who you are and what you do so we are referring all of our bookkeeping to Complete Controller. Thank you for your help and being a trusted resource to our clients.
- Rob Henderson, CPA, MST
Windes
CPA / Accounting Expert
As an accounting and tax professional and former IRS Field Agent we can meet any of our clients personal or business compliance needs. The biggest need in the SME market (our target market) is understanding the integral relationship to accounting and taxation. Good accounting leads to good (minimized) taxation. Our customized chart of accounts captures the data (fringe benefits) necessary to minimize tax liabilities.
I have worked with Complete Controller for a couple of years now and with Complete Controller doing the bookkeeping it makes it very easy for me to knock out the Tax Returns.
- Shelvin E Byars, E.A.
The Accountant on Call
CPA / Accounting Expert
Complete Controller has become our singular dedicated bookkeeping resource and we are very happy with the service, accessibility, and teams that support our clients.
- Amanda Y. Han, CPA
Keystone CPA, Inc.
CPA / Accounting Expert
The work product is very good, we really like the platform.
- Andrew Tran, CPA, MBA
CPA / Accounting Expert
Complete Controller’s work is clean and requires only very minimal adjustments. This makes our job easier. I can see why our client changed bookkeeping services.
- Jason Bennett, CPA
Baroldi & Associates
CPA / Accounting Expert
We are so glad that you came in to speak with our tax accountants. Our experience is that Complete Controller is very professional and capable. Every time I go to the desktop to check on our clients work, everything checks out, and your platform is perfect for international clients that have businesses in the United States that want to be able to watch the performance of their ventures. Thank you for providing such a valuable service.
- Robin Massingale, CPA, MST
Allen, Haight & Monaghan LLP
CPA / Accounting Expert
No problems at all working with the good folks at Complete Controller.
- Darrell Ingram, CPA
CPA / Accounting Expert
My client used several bookkeeping services before finding Complete Controller. Complete Controller has been very nice work with and they have been extremely responsive. It is great to get good reporting and we are very happy with their work.
- Nicole Barrick
Waldron H. Rand & Company, PC
CPA / Accounting Expert
My clients are very happy with Complete Controller, the books are intact and it makes my job a piece of cake!
- John Diehl, CPA
Diehl & Company, Inc.
CPA / Accounting Expert
I have another referral for you. The company is growing so they are struggling to keep up and frankly don’t have a good grasp on what we consider basic accounting principals. I thought they would fit well with your service packages and what you provide. I forwarded them your information and a copy of your brochure.
- Jeffrey S. Fields, CPA, MST
Windes
CPA / Accounting Expert
That’s amazing work to get the year-end done by Jan 7. Most appreciated.
- John Kinross-Kennedy, CPA
Zamucen & Curren, LLP
CPA / Accounting Expert
Complete Controller provides the bookkeeping and accounting solutions your company needs.
- Angela Sales
CPA / Accounting Expert
Complete Controller has earned my recommendation. They have established guidelines that allows them the ability to grow with quality controls in place. The follow-up and audit functions they have established are better and more reliable than a bookkeeper without supervision. The client feedback has been very good from a customer service point of view as well. They are a reliable solution for CPA clients in need of bookkeeping services.
- Lisa Brockett Jacobs, CPA
CPA / Accounting Expert
I love the easy access to jump into my clients books and find all the accounting completed. I highly recommend Complete Controller!
- Becky Kingwell, CPA
Robert MacBurney, CPA, CVA
CPA / Accounting Expert
Our Partners are Your Partners
Everyone has different needs and we have relationships with varied providers for that reason. If you need help with selecting a solution that is best for you, please let us know.
Banks
This decision lays the foundation for your banking capabilities and relationship based lending so we have developed personal contacts for excellent customer service.
Payroll & Human Resources
Improper handling of human capital can cause any business a very expensive and distracting heartache so, we have partnered with companies who know how to navigate those waters at each stage of growth.
Insurance
Insurance is a valuable tool. If used correctly it can cover risk exposure, defer taxation, provide investment options, and encourage business employee retention. We have developed relationships with select insurance providers who we trust to advise our clients about the many insurance products available and how to leverage them for success.
Marketing
In this age of electronic marketing and social media it is important to make an impact or your business may be missed by the new generation of decision makers. We have partnered with companies that provide amazing results and excellent service, now our clients can get the exposure they need from a source we trust.
Business Financing
Managing growth can cause a cash crunch unless you have the right company in place to finance each move. We have relationships with several reliable non-traditional funding sources.
Mortgages
With so many shifts and options in the market, it’s difficult to know who to work with so we have partnered with a reputable established company to bring you straight answers and some special attention.
Cost Auditing
So many small business owners leave money on the table just because they are not aware of valuable strategies for cost savings. The practice of cost segregation and worker’s compensation insurance premium auditing has proven its value time and again for our clients. We are insistent that these services are provided with the utmost professionalism and at no cost to our clients unless savings are found.
