Finance & Consulting

Your clients rely on you because you’re the expert.
Same here.

As your legal partner, you can count on our team who have advised (and have been) accountants and CPAs for years. Our knowledge and experience will give you the practical, strategic representation and advice you need to grow a successful business.

You Can Count on Us

Wondering if your contracts give you adequate protection? We’re on it. In addition to monitoring your day-to-day professional and business activities, we’ll also stay on top of insurance, risk management, and professional ethics concerns specific to the financial sector. If it falls into the contract, compliance, or legal realm, you can also be sure we’re all over it.

Some of the things we can do to protect you are:

CPA Business Consulting
  • Prepare and negotiate custom contracts you use to do business with your clients.
  • Review your insurance coverage to make sure it is providing the coverage you expect.
  • Identify gaps in your insurance coverage and work with your agent to fill them.
  • Prepare your contractor agreements with strong non-compete clauses so your clients stay with you.
  • Create non-disclosure clauses to ensure your client data and your business’s proprietary and confidential information are kept safe. 

We’re the legal gurus, so you don’t have to be.

Our extensive experience in finance includes experience as in-house counsel for companies in finance, accounting, and bookkeeping. Our extensive experience with insurance means we know what insurers are likely to say in court when push comes to shove so we’re in the best position to help you prepare. We create detailed contracts that are comprehensive but clear so you won’t scare off prospects with legal jargon no one understands.

We’re ready to be your Legal Dream Team, superpowers firmly in place to help you serve your clients in the best way possible.

Business Consulting and Finance

Ready to Watch Your Business Soar?

We’re ready to be your Legal Dream Team, superpowers firmly in place to help you serve your clients in the best way possible.

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