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Do you want to build a profitable, resilient business?
Turning Vision
Into Value

We Empower You

We are award-winning advisors that understand that mission and finance are both important for sustainability. We empower business owners to grow through our advisory services, tax and accounting services, growth accelerator programs, mentoring, and coaching.

We Help You:

  • Understand the story behind your financial statements to improve profit, growth and cashflow.
  • Discover ways improving business processes can increase your business value.
  • Align your business and personal values to set the right goals.
  • Reach your goals with a simple, one-page business plan.
  • Look at your business in more innovative ways.
  • Identify pain points and find solutions that work.
  • Make complex subjects easy to understand and take action on.

Book A Free Strategy Call

Get in touch to schedule a free strategy session today.

Don't Just Survive. Thrive.

What if you could say the COVID-19 pandemic was the best thing that happened to you and your business? What would it take for your business to not only survive, but thrive?

Latest News


We've provided simple financial calculators to help you understand your total financial picture. Learn More...
Whether you're facing a major business change or life event, we've put together critial information to help you prepare.Learn More...
Our one-page business plan helps you turn your vision into value with actionable steps and the right focus. Learn more...
Each year the IRS requires most tax-exempt organizations to submit the Form 990 and its relations. Find out what this includes. Learn More...
Check out some of Linda's recent podcasts and news appearances for some free coaching and insight.Learn More...

Ask a Question

Not sure how to start? Simply ask a question and schedule a free consultation.

Join Our Mastermind

Shift your business focus from survival to resilience with our first-ever mastermind.

Get on the List

To receive tips, free advice and timely resources to help your business thrive.

Visit Our Office

We can meet with you remotely, or by appointment in our New York City offices.

Shift from survival to resilience today

Fill out the below and let us know your primary challenges and pain points. We will happily offer you a free consultation to help you understand your next steps and best options.