FINANCIAL CLARITY FOR FUTURE SUCCESS
Our approach to Strategic Financial Planning & Analysis combines deep financial insights with foresight, empowering business owners to navigate cash flow challenges, compliance issues, and change—all with confidence. Our services are designed to provide clarity and actionable insights, helping drive strategic business decisions.
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Expert SPOTLIGHT
Marcus, CPA, MBA is a seasoned accounting and finance leader with 20 years of experience in audit, technical accounting, FP&A, and commercial finance. He has held leadership roles in Big Four public accounting and multinational organizations, advising finance leaders across healthcare, life sciences, manufacturing, retail, and sports entertainment. Beginning his career in the Big Four, he led audit engagements for publicly traded and privately held companies, ensuring compliance with SOX 404, U.S. GAAP, and SEC reporting. In the private sector, Marcus has specialized in financial modeling, revenue reporting, budgeting, and process optimization within global corporations.
