ABOUT US
WE WANT YOUR TOUGHEST CHALLENGES And QUESTIONS
We believe in empowering entrepreneurs with real-time, actionable insights and financial infrastructure through smarter accounting, tax, and finance. We thrive in advising on unique financial and organizational processes, and complex scenarios, with a strategic approach to building a better, stronger financial foundation.
HOW WE SUPPORT YOU…
- Your success is our top priority and our mission to build trust delivers ‘always-on’ customer service and support.
- You will be supported with proactive advising and real-time reporting, providing you with the ability to see around corners and identify financial blind spots.
- You’ll be empowered with personalized plans, processes and performance benchmarks to optimize your operations.
- You’ll have peace of mind as we help mitigate risk for you and your venture so you can thrive in what you do best.
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Team
Members
Members
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Happy
Clients
Clients
our team
Laurence
Bernstein Co-Founder and CEO
Bernstein Co-Founder and CEO
JEFF
Rudner Co-Founder and COO
Rudner Co-Founder and COO
Patrick
Osborn Head of Tax
Osborn Head of Tax
NIKITA
Sipin Senior Manager
Sipin Senior Manager
Steven
Ball Senior Manager
Ball Senior Manager
Tabitha
Branch Director
Branch Director
Michelle
Woodward Manager
Woodward Manager
Tanisha
Terrell Manager
Terrell Manager
Zara
West Manager
West Manager
take your business to
the next level
We thrive in advising on unique financial and organizational processes, complex financial scenarios, multi-faceted operational management, all with a strategic approach to building a better, stronger financial foundation.
