Services

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

1. Financial Management & Business Support

Helping businesses stay organized and grow with confidence

  • Bookkeeping Services
    Accurate, up-to-date financial records to keep your business running smoothly and prepared for tax season.
  • Accounting Services
    From financial statements to payroll processing, we provide the insights and reports you need to make informed decisions.


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 and risk analytics to help you make smarter business decisions and detect fraud.
  • 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.
  • Cybersecurity Assessments & Audits
    Reviewing security controls and policies to protect against cyber threats and data breaches.

We are a team of ambitious entrepreneurs operating in Charlotte.

Contact Us
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