I Have a $MM Business

I have a project-based business with a lot of moving parts & people
AND
My current financial system is not cutting it

Concierge Financial Client Services

Our premier one on one monthly CFO services for the established business.

Bookkeeping, Financial Advisory and Reports, Tax Prep and Filing, and more.

WorkflowMax Implementation and Support

WorkflowMax by Bluerock is the premier workflow and job management software - and it’s gotten a facelift! New look and hundreds of new features.