Firm Services 

Advisory CFO/COO/CEO

Outsourced Accounting, Monthly, Quarterly, Annually

Financial Statement Preparation & Analysis

Accounting Department Evaluation & Assessments

Policy & Procedure Development or Review

Project Proformas, Cash Flow Evaluation

Budget Development & Reporting

Grant & Project Compliance Reporting

Accounting Transaction Record Catch Up, Clean Up, Reconciliations

Financial Record Review in coordination for Year-End Audit

External Audit Liaison

Banking Liaison

Board of Director Service

Budget & Cashflow Projections

Business Planning * Startup Plan evaluation

Procedural and Internal Control Evaluation * Development

Staff Member Training, Education, and Mentorship

Speaking Engagements * Topic Development

Project Evaluation & Management

A Variety of Industries Served

Commercial Gaming

Agribusiness/Farming

Health Care

Home Owners Association

Private Lending & Financing

Not-For-Profit

Retail

 Tribal Government

Tribal Gaming

TGAs, Commission & Regulation

Housing Authority

Economic Development Enterprises

(Fuel & Convenience Store)

(Tobacco Manufacturing, Wholesale, Retail)



Fees & Policies

Retained Service: flat rate on a monthly basis, due on the 1st business day of every month 

or

Ad Hoc: hourly basis, due upon receipt. 


*Fees are based on the Firm's evaluation of the services to be delivered to the client.  

Retainers are always required in advance of services and are non-refundable. 

Retained service contracts may require ACH.

Hours

M-Thur: 9:00 am - 4:00 pm PST

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