A Solid Tax and Business Analysis Plan

CPA and Business Advisory Firm mission focused on helping our clients master each of the financial pieces of their companies

Your Full Service Fractional CFO Partner

Business Dashboard

Clear, sound advice and direction on what your financial statements are not telling you.  Key Performance Indicator dashboard creation, monitoring and refining for helping make immediate decisions on what you should do next to grow your company. 

Retirement Planning

Leading edge solutions to grow and protect your retirement nest egg and planned distributions, designed specifically for the needs of business owners.    

Insurance Planning

Leveraged Life Insurance  / Corporate Owned Life Insurance designed to maximize corporate value, create a successfion plan, refine an estate plan and protect the company from losses.  

Captive Insurance Planning

For companies with significant insurance exposure and expense, we help you “own the insurance company” and grow your wealth significantly by pocketing the insurance “surplus” from premiums earned over losses paid out.    

Succession Planning

Financed estate creation, equalization and maximization to help facilitate the eventual sale or transfer of the business at maximum value

Tax Planning

Solid tax planning to minimize legally the amount of taxes paid.  Visit our tax planning page here

Mission Focused on Helping our Clients Build and Protect their Financial Fortress.

Step Forward with Confidence… 


Address & Phone

255 S Orange Avenue
Orlando, FL 32801

(407) 588-7194‬