About Us

Experience You Can Count On

Our service includes a comprehensive Financial consultation and advisory firm  to help identify Financial growth and  opportunities, a comprehensive report that includes a project plan with  timelines and milestones, a cost analysis, and a schedule to individual, corporation and Non profit.

We also offer  a suite of quality of service that will help you get there quickly and  smoothly. 

That’s how we ensure your success.

Mission statements – You can tell a lot about a company by its mission statement. Don’t have one? Now might be a good time to create one and post it here. A good mission statement tells you what drives a company to do what it does.

We have 18 Years of Experience In Accounting And Financial Field wIth Many Industry - IT Consulting Firm, Real Estate, Manufacturing Plant, Auto Industry and Medical Industry- Listed {500 Fortune Companies} .

Manage and execute company’s financial and operational goals, assessing risks and opportunities across key channels with focus on product category expansion and revenue streams.

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Our ramp up process is designed  to empower your team and outfit them with the tools they need to  succeed. Talk to us today about how we can support your growth, limit  your turnover, and put you on a solid track to success and profit.

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Contact Us For Accounting And Financial Services.

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Coordinate and participate in internal and external audits from various entities including regulatory agencies.

Review and recommend new methods and procedures to ensure the achievement of accurate, compliant, trusted and relevant financial reporting.

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Attend seminars and/or training sessions relating to areas of responsibility as per Coming Updates.

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Maintain systems of internal controls to safeguard financial assets of the organization and provide continual improvement of the budgeting process through education of department Directors on financial issues impacting department budgets.

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Oversee financial operations across Funds and 501c organizations  that provides accountability and cost-effective management, while ensuring accurate cash forecasting.

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  • Principle of regularity: GAAP-compliant accountants strictly adhere to established rules and regulations.
  • Principle of consistency: Consistent standards are applied throughout the financial reporting process.
  • Principle of sincerity: GAAP-compliant accountants are committed to accuracy and impartiality.
  • Principle of permanence of methods: Consistent procedures are used in the preparation of all financial reports.
  • Principle of non-compensation: All aspects of an organization's performance, whether positive or negative, are fully reported with no prospect of debt compensation.
  • Principle of prudence: Speculation does not influence the reporting of financial data.
  • Principle of continuity: Asset valuations assume the organization's operations will continue.
  • Principle of periodicity: Reporting of revenues is divided by standard accounting time periods, such as fiscal quarters or fiscal years.
  • Principle of materiality: Financial reports fully disclose the organization's monetary situation.
  • Principle of utmost good faith: All involved parties are assumed to be acting honestly.

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Our Company what we do

Our Responsiblities :

  • Prepare monthly, quarterly and year-end financial reporting packages on a timely basis.
  • Manage the relationship with external auditors, tax preparers and the internal property management company to answer and/or resolve their questions.
  • Review monthly, quarterly and year-end financial reports for numerous investments.
  • Coordinate financial reporting with the internal property management company.
  • Prepare financial statements on a monthly, quarterly and annual basis.
  • Prepare audit and tax work paper packages prior to submission to the external auditors or external tax preparer.
  • Produce cash budget reports including budget to actual comparison.
  • Application of current accounting guidance on real estate equity and debt investment acquisitions and dispositions.
  • Work directly with all parties on any ad-hoc reporting required.
  • Responsible for the treasury management function, including maintaining banking relationships, setting up new bank accounts, creating an efficient and effective flow of banking activity and informatio

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Our team works closely with clients to understand their needs and deliver a tailored suite of services including strategic CFO Consulting, Financial Reporting and Accounting, Technology, Wealth Management and Family Office Services.

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If customers can’t find it, it doesn’t exist. Clearly list and describe the services you offer. Also, be sure to showcase a premium service.

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Every First Saturday At Raleigh/Durham Area.

Meeting and Discussion on upcoming Project & More 


Accounting and Financial programs and policies.


  • Establish, direct, coordinate and administer the plan for control of financial operations.
  • · Provide management with financial analysis for timely and effective decision making.
  • · Provide data for and assist in establishing major economic objectives and policies.
  • · Prepare reports that outline the company’s financial position in areas of income, expenses, and earnings based on the past, present and future operations.
  • · Review, analyze, and interpret all financial and budgetary reports and make recommendations to management.
  • · Accomplish accounting requirements by designing and maintaining accounting processes, closing processes, and preparation of all financial statements; ensuring compliance with Generally Accepted Accounting Practices (GAAP); supporting the annual budget process; and developing and maintaining forecasts and models.
  • · Oversee preparation of required schedules and reports including the timely filing of statutory tax returns and reports and all statutory returns required by the company.
  • · .Manage and review contracts with outside parties.
  • · Continually drive financial process improvement within the company.
  • · Professionally develop team members by conducting regular evaluations against defined expectations. Correct any deficiencies through coaching, mentoring and instructing.
  • · Play a key role in the monthly/annual financial closing process.
  • · Liaise with auditors for the performance of their quarterly and annual reviews.
  • · Provide a strong proactive interface with IT department related to financial systems support
  • · Perform other related accounting and financial reporting duties as assigned.

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Annual Budget

  • Maintain a system of controls over accounting transactions
  • Recommend benchmarks against which to measure the performance of company operations
  • Manage the production of the annual budget and forecasts
  • Provide financial analyses as needed, in particular for capital investments, pricing decisions, and contract negotiations.

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.Planning, directing and coordinating all accounting operational functions


  • Coordinate and direct the preparation of the budget and financial forecasts and report variances.


Oversee the operations of the accounting department, including the design of an organizational structure adequate for achieving the department's goals and objectives

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Open today

09:00 am – 05:00 pm

For earliest Appointment = Send us Email.

Weekend = Available At  Downing Glen Drive,  Morrisville, NC  {On Appt Only}