Accounting and Finance Solutions. Realized.

The best solutions come from great collaboration.

Client Accounting Services
Internal Audit/SOX
Technology Solutions

Blog Insights From Our Consulting Team

Getting Your Ducks in a Row Before an IPO

Along with providing an infusion of capital to a growing company, going public brings strict financial reporting and compliance requirements that need to be in place well before the offering. To meet investor expectations [...]

Creating an Effective Family Office Structure

One of the most important factors in determining the success and effectiveness of a family office is creating a family office structure that supports the family and its objectives. This is typically a personalized [...]

Identify General Ledger Outliers Automatically

By applying machine learning to analyze journal entries that need approval, Sage Intacct is helping finance teams save time while improving trust in their organizations’ data. Sage’s new Outlier Detection Feature for General Ledger, [...]

Consulting Practice Leadership

Frank Balestreri
Frank BalestreriConsulting Partner-in-Charge
Email Frank
(925) 271-8700
Kevin Shives
Kevin ShivesConsulting Partner
Email Kevin
(408) 286-7780
Get Started

Ready to get started?

Are you ready to start working more with your business instead of feeling like it's working against you? Contact us today!
Get Started