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Strategic Planning

At the heart of everything we do is planning. As certified public accountants, planning must make financial sense - yet be driven by more than the bottom line. The development and execution of strategic goals for clients starts by obtaining a deep understanding of what clients seek to accomplish, followed by the creation and execution of a clear and measurable plan. Engaging TACSIS as your strategic partner is planning for success.

Client Accounting Services

Interim Controller & CFO

With an interim CFO or Controller companies can:

  • Raise the bar of the finance function with a top-notch, interim CFO or controller

  • Access niche skills—Factoring, SOX experts and organizational restructuring

  • Augment and enhance a  team with an FP&A expert, technical accountants or SEC reporting specialist

  • Scale the finance department to meet business needs cost effectively

  • Bridge a talent gap for a leave of absence, unexpected turnover, or change in structure

  • Add a new layer of leadership following significant growth and achieve a higher level of operations

  • Bring in expertise for a particular finance challenge when hiring staff isn’t an option or when employees need help to accomplish a significant task

Accounting Services

​Without sound and reliable financial statements, clients cannot make accurate and timely financial decisions about their businesses. TACSIS creates a tailored approach to each client's needs and excels at providing accounting and consulting solutions to generate relevant, accurate and actionable data. Practice areas include:

  • Family Office Accounting 

  • Forensic Accounting 

  • Startup Accounting and Pitch Deck Financial Review

  • Offsite Bookkeeping​

  • Estate and Fiduciary Accounting

  • Accounting Information Systems 

  • Qualified Opportunity Zone Fund Accounting

  • In-House /Outsourced Accounting Department

  • Accounting Succession Planning

Specialized Advisory Services

Tax Compliance

More than just numbers on a page, your tax return tells the story of your business. It's a document that is relied upon by financial institutions to lend credit, used by investors to fund your next big idea or shown to future business partners to illustrate the health of your business. TACSIS specializes in providing tax compliance services that not only plan for where you are headed, but document where you have been.

Risk Management

Businesses cannot plan for problems they don't see coming. The goal of the TACSIS ERM process is to generate an understanding of the top risks that management collectively believes are the current most critical risks to the strategic success of the enterprise. The core output of our ERM process is the prioritization of an entity’s most important risks and taking action on how the entity is managing those risks.

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