7900 International Drive Suite 300 Minneapolis, MN 55425

Tax Consulting

Tax season is right around the corner and even the IRS will tell you that business owners only take advantage of roughly 7-10% of the tax breaks that they are eligible for.  With a free no obligation discussion we can prove it to you.  Find out more!

We desire for our client to do better and so far, the newest addition to our team has been able to show business owners  just like you how to save a total of over $2.2 million and counting in taxes.  The most amazing part about this fact is that this number is an annual number!   So, whatever he teaches you how to save in taxes, basically pays you back year after year. Why would you not have a free discussion with him and see how much he can save you? If you are a business owner, own your own property or commercial real estate, or are planing to sell in the near future, you are the perfect candidate to learn how to save a literal fortune in taxes.

Contact us to find our more about our  Tax Consulting services or about Hiring the Board!

Wealth Management

Providing comprehensive financial services to clients is essential for any business and business owner to succeed! Whether it’s planning for retirement or college expenses, or setting your business up for long term success is our passion. In addition to developing a custom financial strategy for each client, we can also assist as part of an advisory Board setting.  This is essential to confirm financial goals and make adjustments as economic or lifestyle conditions warrant.  Contact us today for more information!


Commercial Banking


From start-ups to long-tenured companies, our commercial lenders understand the unique challenges of today’s small businesses.  Building genuine relationships with a thoughtful approach has given us a solid foundation for success. Over the past 10 years, we have helped clients get the funding and banking they need and we can do the same for you!  Contact us for more information!

CFO Services

CFOs most commonly partner with companies to help overcome financial challenges, achieve growth, optimize strategy, implement systems, raise capital, or navigate an audit or transaction.

Overcoming Specific Challenges:

CFOs are often brought into an organization when there are financial challenges that the company’s existing team does not have either the skills or manpower to overcome. In many cases, a company does not have an in-house CFO. In some cases, however, the company may have an existing CFO, and the fractional CFO acts as a partner or advisor or helps lead separate projects such as raising capital or navigating an audit.

A fractional CFO is often brought into a company to help overcome specific financial challenges such as:

  • Cash flow issues
  • Low gross margins
  • High expenses
  • Outgrown existing systems
  • Need to make cost cuts
  • Navigating an audit

Create Forward-Facing Financial Visibility

CFOs are also helpful in optimizing or implementing more forward-facing financial visibility. While many financial professionals such as bookkeepers, accountants, and controllers are tasked with keeping past and current finances organized and well-documented, a CFO focuses on the future.

A  CFO helps determine how to get you from where you are to where you want to go. Growing a business requires strategic use of capital. For many fractional CFOs, one of their most important contributions will be providing a financial forecast that will act as a blueprint to achieve the growth in the most efficient, accelerated, and sustainable way possible.

With a short-term (next 90 days), mid-term (rest of this year), and long-term (next 3-5 years) view of the business, a company can better anticipate its trajectory and cash position or requirements. It can make it easier to manage through the lean times, help determine when and how to secure loans or investments, anticipate future owner compensation, and help plan and prioritize future business decisions such as staffing, production, geographical expansion, etc.

Fractional CFOs can help companies:

  • Develop detailed short-, mid-, and long-term financial forecasts
  • Prepare budgets based on forecasts
  • Analyze potential future products, services, markets, and customer segments

Helping Manage Growth

Fractional CFOs are also helpful in scaling a business, ensuring profitable growth as the business becomes more complex. This work involves reinventing the tools, processes, and vendor relationships the business uses to deliver value to an ever-growing and increasingly diverse set of customers. This is often called “bridging the chasm”, as most companies start to see declining margins and increasing headaches as they grow revenue past a certain threshold.

The philosophy of “What got you here won’t get you where you want to go” is ever-present in business once past the initial start-up phase. Businesses launch additional products, open new territories, open additional locations, transact in new currencies, and deal with increasing regulatory requirements. These all require more advanced thinking, tools, and techniques.

Many bootstrap startups begin with a part-time bookkeeper and simple systems but later find that they cannot sustain additional business growth and complexity. Systems, resources, processes, and strategies must scale in sophistication as a company grows.

Contact us to find our more about our CFO services or about Hiring the Board!


Business Attorney

This practice focuses on giving small businesses the ongoing legal support they need, without the cost of a full time lawyer retention.

– Collaborative business model, is demonstrated by an office setting that includes close quarter work with attorneys of a variety of practice areas.  This ensures clients have access to a broad range of professionals, including; tax attorneys, employment attorneys and accountants.- Our attorneys are comfortable having the ‘difficult’ conversations, meeting with a client and getting them to their desired goal.

Commercial Insurance

The commercial insurance field deals with complex, high-value insurance policies for customers such as building contractors, sports arenas, large corporations, and more. No two customers are the same, and the types of coverage they need vary greatly, making commercial insurance a challenging and fast-paced field.  Insurance brokers liaise between clients and insurance companies, finding the client the best deal for insurance coverage while building and maintaining business relationships with clients. scheduling and attending meetings. discussing and assessing clients’ current and future insurance needs.

Contact us to find our more about our Commercial Insurance services or about Hiring the Board!

IT Managed Services Provider

managed IT service is an information technology (IT) task provided by a third-party contractor and delivered to a customer.   In an effective managed services relationship, a customer benefits from predictable pricing and the ability to focus on core business concerns rather than IT management chores.

What services are most commonly used?

The remote monitoring and management of servers, desktops and mobile devices is a common type of managed IT service. Remote monitoring and management is often a basic, foundational service for a managed services provider. And since many managed services provider firms offer this service, there’s heavy competition and pressure on profit margins.   Customers increasingly demand IT security assistance from their service providers. Accordingly, services providers are developing managed security services practices or partnering with security vendors to provide cybersecurity services.

With the advent of cloud computing, managed IT services have also evolved to include cloud services, providing managed public cloud services in conjunction with cloud providers such as Amazon Web Services (AWS), Google and Microsoft. Service providers may also market managed platform as a service (PaaS) offerings or partner with software as a service (SaaS) vendors such as Salesforce in the CRM space and ServiceNow in the service management market.

A provider of managed IT services may also seek differentiation in the communications arena. Examples include managed IP telephony services in which a managed services provider assumes responsibility for voice services within a customer account.

Contact us to find our more about our IT services or about Hiring the Board!

Commercial Real Estate

A commercial real estate broker is a licensed professional who helps clients buy, sell, or lease properties that will be used for business purposes. They represent and act as mediators between buyers and sellers.  A Top Commercial Real Estate Broker Values Both IQ and EQ. The Competent Broker Fights with Verbal Judo. A Good Broker Knows the Ins and Outs of Commercial Real Estate. Brokers Build a Good Prospect Database.  If you are looking to buy, sell or lease any type of commercial real estate chances are you’ve already been told that you should hire a professional commercial broker for the transaction. Much like you wouldn’t file taxes without the help of a CPA or design a house without an Architect, in order to protect your best interests and get the highest return on your investment, you should always engage a Broker for any and all commercial real estate transactions.

Contact us to find our more about our IT services or about Hiring the Board!


Sales Training

Your ability to find and hire the best salespeople, then accurately evaluate their performances and motivate them, affects your team’s ability to succeed. Outstanding sales performance requires a realistic sales plan, including goals and the strategies for accomplishing them. Learn to effectively and supportively debrief your salespeople, grow your sales through networking, and manage a territory, while developing the best practices vital to managing, maintaining, and maximizing business with existing customers. In almost every case, businesses can grow much larger with proper sales training that with expensive marketing simply by teaching them to close more deals!

Contact us to find our more about our Sales Training services or about Hiring the Board!

HR Consulting

Most HR consultants are educated and experienced HR generalists or specialists, as this type of HR career involves possessing a deep understanding of everything from organizational management to labor laws to equal opportunity employment and beyond.

The responsibilities of HR consultants include:

  • Advising management on the administration of human resources policies and procedures
  • Serving as internal consultants by analyzing a company’s current HR programs and recommending solutions
  • Developing, revising, and implementing HR policies and procedures
  • Ensuring HR programs and services are in compliance with established policies and procedures and state/federal laws and regulations
  • Preparing and maintaining reports related to specific HR projects
  • Assisting with the development and coordination of recommended changes regarding workflow
  • Developing methods for compiling and analyzing data for reports and special projects
  • Conducting audits of HR activities to ensure compliance
  • Presenting training sessions related to specific HR programs
  • Recommending employee benefits for the company
  • much much more….

Contact us to find our more about our HR Consulting services or about Hiring the Board!