We service clients nationally and internationally of all sizes, shapes, and forms.

1. Financial Services

Helping businesses maintain a strong financial foundation for long-term success.

  • Bookkeeping: Ensuring accurate, up-to-date financial records for smooth operations and tax season preparedness.
  • Accounting: Providing financial statements, payroll processing, and insights to make informed decisions.
  • CFO Services: Offering strategic financial leadership with services such as cash flow management, financial planning, budgeting, and risk management to guide business growth.


2. Compliance & Risk Management

Ensuring regulatory compliance and minimizing business risks.

  • Compliance Audits (GDPR, SOX, ISO 27001, etc.):  Helping you navigate complex regulations and stay compliant with industry standards.
  • Third-Party Risk Management: Evaluating and monitoring vendors and partners to protect your business from external risks.
  • IT & Cybersecurity Compliance Reviews: Assessing IT security and compliance to safeguard sensitive data and reduce regulatory exposure.

3. Data & Technology Solutions

Turning data into actionable insights and business efficiency.

  • Data Analytics Services: Custom dashboards, risk analytics, and fraud detection tools to make smarter decisions.
  • Data Aggregation Services: Seamless integration of data from multiple sources to improve reporting and decision-making.
  • AI Readiness Assessments: Assessing your organization’s preparedness for AI adoption while ensuring security and compliance.

4. Internal Audit & Assurance

Enhancing business oversight, security, and efficiency.

  • IT General Controls (ITGC) Audits: Evaluating IT systems to ensure security, efficiency, and compliance with best practices.
  • Risk-Based Internal Audits: Identifying business risks and strengthening internal processes for long-term success.

We are a team of ambitious entrepreneurs operating in Charlotte.

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