Simplifying Your Puzzling Data and Financial Problems

Helping you Put the Pieces Together

Wondering where the money is going? Worried that your business partner or someone else is stealing from your business or organization? Let us help quantify your potential damages with an upfront Flat Fee before you invest tens of thousands of dollars to pursue further legal action.

Accounting-Based Excel Training

Let us be your one-stop-shop for spreadsheet efficiency. Boost your staff’s data skills with our Excel CPE trainings, which utilize sample workbooks that attendees can follow along with throughout the courses. Give your team members instant access to Excel tips and tricks with our Excel Video Library. With greater efficiency comes higher realization.

Excel-based Dashboards for Your Practice Management Metrics

Wouldn’t it be great if you had one report that contained WIP, A/R, invoiced amounts, payments, write-offs, and realization? Stop wasting time running multiple reports out of your practice management system and let our Excel-based Dashboard be your one-stop-shop for your firm’s metrics and KPIs.

Ready for your Flat Fee Quote?

We do two things and we do them well.

Let us refer any audit, tax, or other consulting work to you.