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Operational Finance Consultants

Helping Established Middle Market Companies Achieve Exceptional Results.

Business Owners & Their Trusted Advisors Come To Us To Assess Their ERTC Eligibility

Experienced Professional Consultants For Middle Market Companies

  • Experts that take a Consultative Approach and provide nimble, entrepreneurial professional services to established firms:

    • Specialists in the industry who bring years of experience

    • Knowledgeable about the needs or desires of our customers

    • Uncovers the need and/or pain points that needs to be solved

    • Collaborate to find ways to solve said problems and partner as the change agent for transformation

    • Provide distinguishing characteristics to increase our customers competitive advantage and by being nimble, we are more economical than large consulting companies

    • Proactive to help whomever, whenever and wherever needed here

  • Expert professional services that cross functions for middle-market firms

    Executive level services for businesses

    • Global supply chain

    • Operations Consulting

    • Complex Tax Credits (R&D and COVID)

    • CFO management consulting

    • HR and Change Management

    • Banking and Investments

    • Marketing and Sales

    • Legal

    • Real Estate

    • Post-COVID Business and Re-Opening Services

  • A Team Approach

    • Determine the specific needs, survey the sites, and provide a digital scope of work that is scalable & actionable nationwide

    • Create policy, procedures, cloud-based systems, and customer involvement to enable continuity while delivering services.

    • Provide real-time tools shared for increased visibility between all sub-contractors. You know exactly what is happening and can make any necessary changes at any time to ensure success.

    • Insure that all appropriate steps are performed and we reduce liability through access to all digital records that are securely stored in AWS Cloud.

  • Innovative solutions delivered by experience with proven results:

    • Cross functional/dimensional consulting reaching many strategic levels of your business

    • Industry expertise with an entrepreneurial spirit

    • High quality customer service, flexibility and reliability aren’t just words, they are core values to us

    • Business-class Proprietary Software that links clients with all activities in real time

    • Proven experience providing middle-market solutions to large enterprises with extraordinary competitive advantages

Experience Counts.

  • Over 750+ businesses and non-profits who employ 20,000 hard-working people across America

  • Filing over 4,000 Claims

  • Resulting in $ Millions In Refunds

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