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General Business, Real Estate & Professional Services
REAL ESTATE & PRO SERVICES

A business does not need a full finance department to be run like one.

As an industry-agnostic firm, we offer seasoned, trusted professionals to support general business, real estate, and professional services organizations, from ongoing accounting support to senior consulting on the transactions and risks that decide the next several years.

YOUR CFO
Gardner Oleson, CPA, M.S. Taxation
Technology and General Business Practice Leader
Gardner serves as CFO for our technology, manufacturing, and general business clients, with 40 years in finance and accounting. He has held leadership positions at Verizon, BBN Technologies, and Frontier Communications, and his background in communications and public accounting is invaluable to companies planning to go public.
40 YEARS · CPA · M.S. TAXATION, BENTLEY
FULL BENCH →
THE PRESSURE, NAMED

You have outgrown a bookkeeper and cannot yet justify a finance department.

Select a pressure to see how the engagement answers it.

WHAT IT SOUNDS LIKE

HOW WE ANSWER IT

WHAT WE OWN IN THIS INDUSTRY

Seasoned professionals, scaled to fit the business.

Flexible, experienced, senior financial expertise, with the specialized knowledge the sector requires.

  • Skilled CFOs and accounting staff for ongoing financial and accounting support.
  • Top-tier, part-time experts for specialized financial project support.
  • Tax, HR, and recruiting resources as cost-effective outsourced solutions.
  • Senior consulting in mergers and acquisitions.
  • Risk management.
  • Capital markets.
  • Cost and margin visibility by property, project, or engagement.
  • Financing and refinancing support.
  • Cash flow forecasting and planning.
  • Readiness for a transaction or a public listing.

Seasoned judgment, scaled to what the business can carry.

Tell us the moment you are in. We will match you to the CFO who has already been through it.