INDEPENDENT FINANCIAL ADVISORY — EST. 1988
Clarity, audited.
Audit, tax, and wealth advisory for companies and families who'd rather hear the hard number now than the comfortable one later.
What we do
Five practices. One standard.
Audit & Assurance
Independent financial statement audits, internal controls testing, and agreed-upon procedures — signed by a partner who rotates off the engagement every five years whether the client asks or not.
Tax Advisory
Multi-jurisdiction tax planning, entity structuring, and R&D credit studies — compliance is the floor…
Wealth Management
Portfolio construction, trust and estate services, and multi-generational planning — invested in the same…
M&A Advisory
Buy-side and sell-side diligence, valuation, and post-merger integration — most deals die in diligence,…
Business Consulting
Fractional CFO support, financial systems implementation, and operational efficiency reviews — you get a…
Who we serve
Five industries. One set of standards.
Healthcare & Life Sciences
Reimbursement accounting, regulatory compliance, and provider group audits — a sector where the accounting rules and the payer rules are…
02Real Estate & Construction
Project-based accounting, cost segregation studies, and 1031 exchange planning for developers, general contractors, and real estate investment groups. Construction accounting…
03Technology & SaaS
ASC 606 revenue recognition, R&D tax credit studies, and audit readiness for venture-backed companies preparing for their first institutional round…
04Manufacturing & Industrial
Inventory costing methodology, multi-state tax nexus reviews, and supply chain financial controls for manufacturers running physical inventory across multiple facilities…
05Nonprofit & Public Sector
Single Audits under the Uniform Guidance, grant compliance, and Form 990 preparation for organizations receiving federal, state, or foundation funding.…
Don't see your industry?
We advise across most regulated and unregulated sectors — talk to us about yours specifically.
Get in touchIn their words
What the uncomfortable conversation sounds like.
“Desmond's team is the only advisor we've worked with who could explain, unprompted, why they were NOT recommending a product — because they don't sell products, they sell the analysis.”
Principal a multi-generational family office
“Anya's team killed a deal we were three weeks from closing. It stung at the time. The seller's EBITDA add-backs didn't survive contact with their own general ledger, and we would have overpaid by roughly $2M.”
Chief Executive Officer a private equity portfolio company
“Our previous firm treated the Single Audit like a formality. Ledger treated it like the exam it actually is — and caught a subrecipient monitoring gap that would have shown up as a finding the following year.”
Executive Director a regional nonprofit
“They found a $340,000 revenue recognition error our previous auditor had missed two years running. It was an uncomfortable conversation. It was also the correct one, and it's why we switched permanently.”
Chief Financial Officer a mid-market SaaS company
From the firm
Insights.
The Difference Between a Bookkeeper, a Controller, and a CFO (And When You Actually Need Each)
We get this question from almost every founder we work with, usually right around the point where they've outgrown whichever role they hired first…
Read the piece → July 11, 2026Post-Merger Integration Is Where Deals Actually Go to Die
The negotiation gets the press release. Integration gets almost no attention, and it's where a meaningful share of otherwise sound acquisitions quietly destroy the…
Read the piece → July 11, 2026R&D Tax Credits: The Four-Part Test Most Companies Get Wrong
The federal R&D tax credit is one of the most under-claimed credits in the tax code, and also one of the most frequently claimed…
Read the piece →Who signs the opinion
Leadership.
Eleanor Voss
Managing Partner
Marcus Kealoha
Head of Audit & Assurance
Priya Nandakumar
Head of Tax Advisory
Desmond Ffolkes
Head of Wealth Management