You Deserve Clarity & Confidence in Running Your Business

BUILD A BUSINESS THAT CHANGES LIVES,
INCLUDING YOURS.

Concierge Family Office Services

Business CFO Services

Tax Reduction Strategies

Tax Planning & Compliance

Business Accounting

M&A Due Diligence

Price Psychology Advisory

As Seen In

We bring uncommon intelligence to produce extraordinary results for you.
We specialize in proactive tax reduction strategies and done-for-you accounting support for your business, family, life.

OUR TEAM

Tatiana Tsoir

CPA | MBA

“Tatiana is adept in efficiency and process improvement. I was impressed by her ‘big picture’ understanding and implementation concepts.

It is an asset and attribute that we as a company will continue to rely on as we develop.”

James Barone • Amazing Graphics • New York, NY

OUR SERVICES

PROACTIVE TAX REDUCTION

PRICE PSYCHOLOGY ADVISORY

BE THE CASH FLOW BOSS

BUSINESS OUTSIDE CFO SERVICE

BUSINESS MEDIATION

BUSINESS SERVICES

TAX RESOLUTION SUPPORT

PROACTIVE TAX REDUCTION

Is it your CPA’s job to think proactively? Well… It’s really not. In a traditional CPA relationship, you pay for tax preparation only, and planning for the tax payment (aka Tax Projection). Tax planning requires additional knowledge and training, and IS a separate service. We are certified in proactive tax reduction and offer you our expertise. Tax planning is a standalone service, or can be a part of an ongoing engagement. Either way, there is no risk and you don’t have to leave your current CPA!

PRICE PSYCHOLOGY ADVISORY

How do you know if your product Price Points are right? How can you be sure that you’re maximizing your profits? Price Psychology can HELP! In fact, price is the fastest way to grow profits. With our 12- month program you will learn, test and define the “just right” price for your product, package or a-la-carte service.You will have access to software to run simulations and see how many customers you are OK to lose and still generate the same profits. It’s VERY powerful.

BE THE CASH FLOW BOSS

What would you say if we told you that you don’t have to barely survive financially? What if you had a better way, a better system to run a profitable business? We have helped numerous businesses get off the hamster wheel and finally run a business that helps you build the life you’ve always wanted. It IS possible, in fact, it’s VERY possible and any business can be set up for profitability.

BUSINESS OUTSIDE CFO SERVICE

One of our signature services is the Outside CFO service. We utilize the latest technology to bring you the best reporting for effective, efficient and timely decision making. Adjusting financial strategy quickly, based on Key Performance Indicators, can become critical for a business’ survival and financial success.

BUSINESS MEDIATION

Sometimes things change, people change and have a different vision for a business. In fact, it happens more often than you think! Being partners in business is practically like being married, and sometimes there comes a point, when going together any further is detrimental to the business. Over the years we were able to help quite a few businesses part ways amicably. If you feel stuck, call us.

BUSINESS SERVICES

A year or two ago we helped a business walk away from a terrible (financially) business deal by simply doing some due diligence financial analysis. Our cash flow projections showed that even in the worst case scenario our client would lose a LOT of money in year 1, and year 2 would be uncertain. The client unwillingly walked away but was very thankful for our advice! If you are looking to buy (or sell) a business, engage us to do some due diligence, too!

TAX RESOLUTION SUPPORT

Sometimes you need a second chance. Maybe you made a mistake or life got in the way and you let filing and paying your taxes and need help navigating your options. Or maybe… you got a scary notice and need help – either way, we are trained and experienced (and licensed!) to represent you before the IRS and, if needed, the US Tax Court.

BENEFITS WORKING WITH US

VIP IMMEDIATE EMERGENCY
ACCESS TO THE CEO

CLOUD BASED PORTAL
COMMUNICATION TOOL

Our cloud platform permits 24/7/365 immediate & auto encrypted access to all documents, filed & communication with email-notify.

VIDEO
COMMUNICATION PLATFORMS

We send you video notes so you’ll get precise and on point information right on your device. No more mis-reading, mis-interpreting or long email explanations from us. This saves time for you and us!

CLOUD-BASED
SOLUTIONS FOR YOU

We utilize the latest technology solutions that make your business and your life most efficient. Good systems don’t require as much time and effort, and make your life so easy. We will find the right solution for you.

EMAIL IS A SECONDARY
COMMUNICATION TOOL NOW

How many emails do you plow through daily? It’s distracting and inefficient. Our technology notifies you directly and immediately, and we use importance Scale to alert you to what can wait and what must be addressed immediately.

ONLINE
MEETINGS

Our clients share 1 common trait: they value their time most of all. So with any device, you can see, hear and conference with us in real time.

Learn more Tatiana Tsoir

BUSINESS COACHING

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