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WHAT WE DO

We relieve financial process burdens, and provide cross-functional project management in the following areas:

Accounting

Up the skills on your team or outsource to an automated accounting department

Taxes

Leverage tax planning to improve your overall personal, business, and financial goals

Process Automation

Resolve bottlenecks and problem areas in financial, program, and development processes with automated workflows

Business Intelligence

Streamline the delivery of timely financial and non-financial insights to all departments and stakeholders

Improve Value With Less Friction

I make it easier for nonprofits simplify their finances, improve processes, and solve business problems

TERRENCE CHAPMAN CPA, PRINCIPAL

1. Appointment

Schedule a Discovery Call and review our Client Guide

2. Discovery Call

We will discuss your personal or business goals and needs

3. Road Map

We will discuss and agree upon the best way to reach your goals

4. Implement

We will implement the road map solutions to achieve your goals