We specialize in driving financial growth for your business. Our services include cutting-edge solutions to bring innovative companies to market, comprehensive tax incentives to maximize savings, and strategic corporate cost reduction. We tailor our approach to meet your specific needs, helping you reduce costs, increase profitability, and enhance your company’s valuation. Let us be your partner in achieving financial success

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Ongoing Support & Optimization

We continue to monitor and optimize your savings, ensuring you capture any new opportunities, including identifying and recovering any underpayments. Our goal is to keep your financial strategies aligned with your business growth and changing tax laws.

Auto Dealerships

Funeral Homes

Hospitality

Hospitals

David Cregger

RM Consullting

Kate is very interested in working with her clients and solving their problems with very viable solutions. She does not work in a box!”

Tim Savage

Let Up Advisors

Kate is a diamond in the ruff, no joke. Her relentless support and genuine concern for mutually advantageous business transactions is superb. Highly recommended

Paula Robson

Chug Coffee

She is an amazing person who is passionate abour jelping small businesses to succeed

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