01
Audit & Assurance
Confidence for boards, lenders, and funders.
Financial statement audits, reviews, and compilations delivered with the precision boards expect — and the responsiveness leadership actually wants.
- Financial statement audits
- Reviews and compilations
- Single audits (Uniform Guidance / A-133)
- Employee benefit plan audits
- Agreed-upon procedures engagements
- Audit-readiness assessments
02
Strategic Tax Planning
A tax strategy that shapes the year — not just files it.
Forward-looking planning for owners, partnerships, and organizations — built around the decisions that actually move the tax outcome.
- Entity strategy and structuring
- Federal, state, and multi-state filings
- R&D, energy, and industry credits
- Quarterly planning cycles
- Owner compensation strategy
- Tax controversy and IRS representation
03
Outsourced Accounting (CAS)
Your back office, professionally run.
A complete accounting function — close, controllership, reporting — delivered as a service so leadership can focus on the work that grows the organization.
- Monthly close and reconciliation
- Controllership and review
- AP / AR and payroll oversight
- Cloud accounting stack (QBO, NetSuite, Sage Intacct)
- Monthly leadership reporting
- System design and implementation
04
Advisory & Outsourced CFO
A seat at the table when decisions get made.
Fractional and outsourced CFO support — forecasting, KPI design, capital strategy, and the leadership conversations that turn data into direction.
- Outsourced and fractional CFO
- Budgeting and 13-week cash forecasting
- Board and lender reporting
- KPI design and dashboarding
- Capital planning and lender relationships
- Quarterly leadership reviews
05
Business Consulting
Operational insight that compounds.
Pricing, profitability, organizational design, and the systems work that turn good organizations into durable ones.
- Profitability and margin analysis
- Pricing strategy and modeling
- Operational and process review
- Org design and incentive plans
- Technology and systems strategy
- Benchmarking and peer analysis
06
Nonprofit Services
Built around mission, board, and funder confidence.
A specialized nonprofit practice supporting executive directors, finance committees, and boards across Middle Tennessee.
- Single audits and A-133 compliance
- Form 990 strategy and preparation
- Grant compliance and reporting
- Board financial education
- Outsourced nonprofit accounting
- Reserve, endowment, and policy guidance
07
Healthcare Advisory
Practice economics, clearly understood.
Tailored advisory for physician groups, clinics, and ambulatory services — translating revenue cycle and provider data into financial strategy.
- Provider compensation modeling
- Revenue cycle financial review
- Practice entity structuring
- Benchmarking and KPI design
- Mergers, buy-ins, and transitions
- Outsourced practice accounting
08
Growth & Transition
Built for the inflection points.
M&A diligence, succession, ownership transition, and the financial work behind a major chapter — handled with the discretion these moments require.
- Buy-side and sell-side diligence
- Quality of earnings
- Succession and ownership transition
- Valuation support
- Post-transaction integration
- Family business governance