WHAT WE DO

Every Seat at Your Finance Table

Outsourced accounting, fractional CFO leadership, tax, and wealth strategy — five disciplines, one accountable team serving Los Angeles and Tampa.

OUR SERVICES

One Firm. Complete Coverage.

Engagements flex to what your business needs — from clean monthly books to CFO-level strategy in the boardroom.

01

Fractional CFO

Forecasting, cash-flow discipline, KPIs, and board-ready reporting — senior leadership in the dose you need.

02

Outsourced Accounting

Books that close on time and hold up under scrutiny — the foundation everything else stands on.

03

Tax Optimization

Structure, timing, and credits managed all year — April becomes a formality, not a bill.

04

Wealth Management

The owner's balance sheet, managed with the same discipline as the company's.

05

KPI Development

Custom metrics on a review cadence, so you manage by numbers instead of instinct.

06

Audit & Transaction Support

Due-diligence readiness and investor & lender communications when stakes are highest.

Expert Management for All Your Accounting Requirements

Integrated Outsourced Accounting Solutions

Our complete accounting services cover every facet of financial management, from daily bookkeeping to the preparation of detailed financial statements. With meticulous attention to detail and specialized expertise, we ensure that all aspects of your accounting needs are expertly handled, providing you with accurate and reliable financial insights.

Accounting cleanup. Our accounting cleanup service is designed to restore order to your financial records. We meticulously review and correct discrepancies, update outdated information, and organize your accounts to ensure accuracy and compliance — a solid foundation for reliable reporting and effective management.

Accountant reviewing financial statements
Team reviewing KPI dashboards
Align Your Goals with Effective KPI Strategies

KPI Development and Monitoring

We work closely with you to identify and develop KPIs that align with your strategic goals and operational needs. Our approach ensures that the metrics we establish are not only relevant but also actionable, providing clear insights into your performance — tailored metrics for your unique objectives, reviewed on a regular cadence.

Navigate Audits with Confidence and Clarity

Audit Guidance and Support

From readiness assessments to final deliverables, we guide you through every phase of the audit process — organizing documentation, tightening internal controls, and managing auditor communications — so audits become predictable, efficient, and far less disruptive to your team.

Advisors preparing audit documentation
Strategic financial planning session
Elevate Your Financial Planning with Advanced Strategic Management

Strategic Financial Management Services

Our Strategic Financial Management Services provide a complete suite of solutions designed to enhance your financial planning and decision-making. From detailed budgeting and accurate forecasting to sophisticated modeling and in-depth margin analysis, we offer the tools and expertise to optimize your financial processes and drive your business forward.

Fostering Transparency and Engagement with Expert Communication Strategies

Investor and Stakeholder Communications

Our Investor and Stakeholder Communications services are designed to enhance your company's engagement with investors and stakeholders through clear, consistent, and strategic communication. We help you build trust, manage expectations, and effectively convey important information to drive positive relationships and support business objectives.

Presenting results to stakeholders
Cross-Border Clarity for Global Lives and Businesses

International & Expatriate Tax

For U.S. citizens abroad, expatriates, and businesses with cross-border operations, AMG handles international tax filings, foreign reporting requirements, and multi-jurisdiction planning. Our senior tax team brings years of expatriate and international compliance experience — including work with high-net-worth clients holding $100M+ portfolios — and serves clients in both English and French.

Ready to Fill Every Seat at Your Finance Table?

One conversation is usually enough to see where the gaps are. No pressure, no obligation — just clarity.

Schedule a Consultation