Get in touch.

  • Submit
    Your message was successfully sent! A member of our team will be in touch shortly.





Questions about CFO services?

We can help.
We have the
experience to handle
business situations of
every complexity.
Need a consultant? Useful resources

Consulting

Get personalized help with your corporate matters.

  • We do
    that.
  • Retirement
    & estate
    consulting
  • Advising on
    shareholder
    agreements
  • Contracted
    CFO
    services
    Purchasing
    or selling
    a business
  • Restructuring
    operations
    Comparing
    financing
    alternatives
    Recruiting
    accounting
    staff
Wood Pile

"Every client’s situation is
unique and therefore requires
unique solutions. We’re small
enough for that personal
relationship‚ but large enough
to deliver the required
knowledge and services." - Dan Dougan

  • Strategry & Planning

    Strategy &
    Planning

    Growing or divesting
    your business?

    We handle the details and
    provide solid solutions.

  • Financial Management

    Financial
    Management

    Need a hands-on
    part-time CFO?

    Our CFO services are
    designed around your needs.

  • Human Resource Solutions

    Human
    Resource Solutions

    Looking for help recruiting
    internal accounting staff?

    We can assist you with
    finding the right candidates.

    • Team
      members
      who can
      help
    • Cheryl Harris Cheryl Harris
    • Dan Dougan PARTNER
      DAN DOUGAN
      CPA, CA
    • Donald L. Irwins PARTNER
      DONALD L. IRWIN
      CPA, CGA, CFP
    • Kyle Singbeil Kyle Singbeil
    • Steven Sun Steven Sun
Case
study.

This company was owned
by a long-standing
businessman who wanted
to pass the family business
along to his children. We
developed...

Learn More

Useful Resources

AGN Inernational