Turquoise Tax Advisory

CFO Consulting Services
Valuations
Wealth Management

CFO Consulting Services

Turquoise can provide accounting, finance and strategic consultation services for its clients. When a client does not have an internal financial strategy team established, we can consider whether strategic opportunities are properly aligned with your vision and strengths.  Turquoise can also help you determine whether capital expenditures will enhance your business value.   

Valuations

Turquoise can help you obtain the value of your business. This is done through following guidelines consistent with the AICPA valuation guidelines and a thorough understanding of the valuation creation of your business.    

Wealth Management

As an independent CPA, Turquoise can help you assemble and evaluate your wealth management team. Asset management can be a highly technical profession in which clients may find difficult in deciphering the risk and methods of various investment management strategies. Insurance proposals can also have high commission fees and complex tax implications. As the noncommissioned advisor on the team, I can help ensure that independent advice is provided that is in the clients’ best interest.