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Finance

Some of our successful engagements...

For a sole practitioner we established a very effective marketing program that resulted in 20 new business clients during tax season.

 

Created and executed a strategic plan for a 20 partner CPA/Consulting firm that moved them into the global arena and engage four Fortune 100 clients within the first nine months.

 

For one of the top 50 CPA firms in the U.S. expanded their consulting practice which resulted in a revenue increase equal to 20% of the entire practice.

 

Guided a community bank to a successful merger with a national bank.

 

Implemented risk-management solutions to global financial institutions.