We provide integrated CFO advisory and accounting services specifically designed for $3M+ service-based companies and real estate investors. Our proprietary VALUEATION-MT® methodology combines strategic financial leadership with accurate accounting to help you maximize profitability, manage cash flow, and scale with confidence. Services include financial forecasting, KPI dashboards, operational efficiency analysis, risk management, and ongoing CFO-level guidance—all for a fraction of the cost of hiring an internal team.

We have a combined 75+ years of experience across all our partners and team members. Each CPA brings unique expertise—whether it be accounting, finance, taxation, or business advisory—and our staff has you covered on every front. Marie Torossian, CPA, CGMA, leads the firm with decades of experience as an auditor, CFO, and certified coach. She's helped businesses across industries—including IT cybersecurity, waste management, and real estate—optimize operations and increase enterprise value. Our team delivers expert accounting work, while Marie remains your primary strategic advisor, ensuring you get personalized, CFO-level guidance at every stage of growth.

We specialize in service-based companies with $3M+ revenue (technology, professional services, healthcare, consulting, IT/cybersecurity) and real estate investors with substantial portfolios. Our ideal clients are growth-minded business owners who need strategic CFO guidance combined with expert accounting services and can benefit from our VALUEATION-MT® methodology.

Every business is unique. During onboarding, we dive deep into your financials, growth goals, and operational challenges. From there, we customize our VALUEATION-MT® approach to address your specific pain points—whether that's cash flow forecasting, multi-entity consolidation, people planning, or scenario analysis. You'll receive a tailored financial roadmap, KPI dashboards built for your industry, and monthly strategic guidance designed around your goals.

Our pricing is transparent and based on your business size and complexity. CFO advisory services start at $1500/month for smaller businesses.

For $3M+ service-based companies and real estate investors, our integrated CFO + accounting services start at $10,000/month—saving you $400K+ per year compared to hiring a full-time CFO and accounting team. All engagements are month-to-month with no long-term contracts required.

We take data security seriously. All client information is protected through secure, cloud-based platforms with bank-level encryption. We follow strict confidentiality protocols and comply with CPA professional standards. Your financial data is never shared with third parties, and access is limited to authorized team members only.

Yes. Our engagements are ongoing and designed to grow with your business. You'll receive monthly financial reviews, strategic check-in calls, updated forecasts, and real-time access to your financial dashboards through our cloud-based platform. We're not just here to close the books—we're your strategic partner, helping you make informed decisions every step of the way.

Our entire team is committed to staying current on the latest accounting standards, tax law changes, and industry best practices. As CPAs, we're required to complete continuing professional education (CPE) annually to maintain our credentials. We invest in ongoing training, professional memberships, and collaboration with tax and industry specialists to ensure your financials are always compliant and optimized. You can trust that our firm has the expertise and knowledge to navigate any regulatory changes that impact your business.

Absolutely. We've worked with clients for 3–8+ years, helping them scale profitably and protect their assets. While we respect client confidentiality, we're happy to provide references and discuss how we've helped businesses similar to yours during your complimentary assessment. Once we onboard more $3M+ clients, we'll feature detailed case studies on our website.

Getting started is simple. Book a complimentary 30-minute CFO advisory assessment where we'll review your current financial structure, discuss your goals, and determine if our VALUEATION-MT® methodology is the right fit. No pressure, no sales pitch—just honest advice to help you make the best decision for your business. [Link to booking page]

Once you book the appointment, you will receive a Financial Health Check to complete, along with the appointment information.

Please complete the Financial HealthCheck before your scheduled appointment. Your time is valuable, but so is ours. We must establish trust by working through a structured format and setting expectations from the onset.

During the appointment, we will discuss the financial health check and provide you with options for services that could address your challenges. We will then provide you with a proposal with options to consider. You can electronically choose the option you want, sign the agreement, and make your payments. The process takes just three clicks.

Traditional CPAs and bookkeepers focus on compliance—tax returns, financial statements, and historical reporting. We go beyond that. As your outsourced CFO, we provide forward-looking strategic guidance: cash flow forecasting, profitability analysis, growth planning, and operational optimization. Think of us as your financial leadership team—not just your accountant.

Yes. While we specialize in service-based companies and real estate investors, our VALUEATION-MT® methodology is adaptable across industries. We've successfully worked with IT cybersecurity firms, multi-division waste management companies, and real estate portfolios. If your business generates $3M+ in revenue and you need strategic financial leadership, we can help.

A full-time CFO costs $250K–$400K+ in salary alone—plus benefits, bonuses, recruiting fees, and support staff. That's $500K–$700K+ per year. Our integrated CFO + accounting services start at $120K–$180K annually, giving you an entire financial leadership team for less than the cost of one employee. Plus, you get immediate expertise, proven systems, and flexibility to scale as you grow.

Most clients see immediate value within the first 30–60 days. You'll gain clarity on your cash position, receive actionable insights from your financial data, and have a clear roadmap for growth. Long-term results—like increased profitability, operational efficiency, and higher business valuation—build over time as we implement the full VALUEATION-MT® methodology together.

No problem. We offer CFO advisory services starting at $1500/month for businesses that need strategic guidance but aren't ready for full integration. During your complimentary assessment, we'll recommend the service level that makes the most sense for your current stage and goals.