In The Zone
The Financial Boutique

Redefining the Business of Financial Management
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"Your company's outside CFO"
  • Management and financial
  • Business and Financial Plans
  • Financial Consulting and analysis
  • Non Profit Organization Compliance
  • Compilation of financial statements
  • Financial systems development and profitability consulting


 
"Specializing in Taxes and Tax Planning."
  • Tax consulting, analysis & research
  • Individual tax preparation
  • Corporation tax preparation
  • Non-proft tax preparation


 
"Education, Sustainability, Objectivity, Prudence"
  • Executive Benefits & Sucession Planning
  • Wealth Building Techniques and Practices
  • Tax-Advantaged Wealth Management
  • Retirement Planning and Advice