Our Philosophy

Leadership & Experience

Our leadership team brings Big 4 and Fortune 500 technical reporting discipline—including GAAP/IFRS support, audit coordination, and documentation standards.

We apply that same rigor to small and mid-sized businesses—without the heavy overhead.

Head of Advisory

Fayez, a seasoned accounting and technical reporting professional with Big 4 and Fortune 500 experience. He help businesses turn messy accounting into clean closes, reliable financials, and audit-ready documentation—so leaders can make confident decisions with numbers they trust.

Experience

I’ve led SEC reporting and technical accounting at a Fortune 500 company, including implementing new FASB standards, building policies and controls, and preparing 10-K/10-Q disclosures and footnotes. Before that, I worked in top accounting advisory/consulting (Connor Group and CFGI), delivering accounting memos, IPO/SEC readiness work, IFRS-to-GAAP conversions, and complex areas like ASC 606 revenue and ASC 842 leases—plus multiple years at KPMG audit and SOX/SEC reporting environments.

Head of Accounting & Tax

Adrian, a Chartered Accountant and tax leader who helps businesses and nonprofits stay compliant, organized, and financially clear. With a strong execution mindset and deep QuickBooks-based delivery experience, he focuses on building clean, reliable financials that owners and boards can actually use.

Experience

I’ve grown into senior leadership at a renowned CPA firm based in Illinois, leading teams that deliver accounting, tax, and audit support across industries including construction/real estate, healthcare, technology, retail/agencies, and nonprofits. I’ve reviewed financial statements and handled tax compliance for 300+ clients, including 1040, 1065, 1120, 1120S, and 1099 work, and I regularly support nonprofits with grant reporting packs, grant compliance, federal/state grant audits, and Single Audit coordination—including presenting financials in finance committee and board meetings.

Manager Accounting & Tax

Syed, an accounting and tax professional focused on building clean financials, strong reconciliations, and reliable reporting for businesses with complexity—especially multi-entity structures and real estate portfolios. He is detail-driven and process-focused, with a strong track record in full-cycle accounting, month-end close, and compliance support.

Experience

I support clients across industries, including real estate development & construction/rentals, oil & energy, healthcare practices, law firms, agencies, technology, and hospitality. My work includes multi-entity and consolidated reporting (intercompany eliminations, consolidation entries, consolidated financial statements and cash flow), as well as real estate accounting and tax compliance (CIP and capitalization, acquisitions & dispositions, property-level reporting, depreciation and loan schedules, investor reporting, capital accounts, and K-1 support). I also prepare and support filings for 1120, 1120S, 1065, 1040, 1040-NR, and 1099s, and assist with IRS correspondence and notice resolution.

Call to Action

Ready for clean books, a faster close, and fewer tax-time surprises?