Resource constraints for high-level financial expertise
Gaps between bookkeeping and strategic planning
Delayed response to market opportunities
Increasing complexity without adequate guidance
Limited financial visibility for strategic decisions
Expert financial oversight without full-time cost
Strategic planning and execution support
Clear financial insights and KPI tracking
Proactive opportunity identification
Proven frameworks and methodologies
Technology-enabled solutions
Industry best practices
Strategic Decision Support
Scalable financial leadership
We bring enterprise-level financial leadership to growing businesses at a fraction of the cost.
IDEAL FOR:
Founders at any stage
Pre-funded, funded, actively raising
Founders needing essential financial support
Founders who need dynamic financial modeling & forecasting to support their growth and investment decisions
IDEAL FOR:
Companies with revenue less than $5M
Growing businesses needing essential financial oversight
Businesses with established bookkeeping seeking next-level financial guidance
Businesses seeking to optimize profitability and strengthen cash flow management
IDEAL FOR:
Companies with revenue between $5M-$15M+
Businesses needing next-level financial insights
Organizations with active stakeholders
Companies planning for significant growth
Financial Operations Support
Cash Flow Monitoring
Financial Review & Analysis
Performance Benchmarking
Financial Modeling & Forecasting
Budget Planning & Management
Creation of KPIs & Dashboards
Decision-Support Reporting
Comprehensive Strategic Planning
Growth Strategy Development
Go-to-Market Strategy
Technology Stack Advisor
Executive Coaching
Leadership & Stakeholder Reports
Risk Management
Business Valuation Services



Each partner has been vetted personally. We work alongside them on shared clients to deliver financial outcomes that span beyond tax.
Fairway Tax Solutions was built on a simple idea: small business owners deserve IRS-trained guidance, not generic tax software. Two former IRS professionals lead every engagement.


Assay AI was built for leaders who want their finances handled at a higher level. We combine CPA-led expertise with practical, operator-minded execution—bringing best-in-class accounting, reporting, and advisory to growing businesses.
We are a values-driven CPA firm offering strategic tax, accounting, and advisory services to business owners, nonprofits, and individuals.


The attorney who reads it before you sign it, negotiates it before you agree to it, and fights it if it comes to that. Every answer backed by a top law education, big-firm training, and years in the federal courts.