Overview

After 25 years of successfully buying, building and selling companies, we finally get to do something we truly love. We get to help our clients turn their good businesses into great companies. At our core, we are a full service tax and accounting firm. However, unlike traditional CPA’s and other tax prep companies that report past performances, we take that past along with future goals to help guide companies toward success. We step into your business and help you refine it into the amazing company you’ve always imagined, hence our name, Refinery 18. Even though we have done this many times, it’s still exciting to be a part of each new clients success. STRATEGIC PLANNING & EXECUTIVE COACHING Having the right strategy to reach your company goals is the key to corporate planning and management. However, companies often don’t have time to analyze figures and facts, conduct in-depth process analyses and develop the required management models. Call on our experience and know-how to achieve your company goals. 1) Business Advisory - Company formation, Concept and Business Developent and Strategic Planning 2) Executive Dashboard Development - Productivity Benchmarking & Performance analysis 3) Coaching - Executive Coaching, Individual & Group Leadership Development & Public Speaking TAX AND ACCOUNTING SERVICES & SOLUTIONS Growing businesses often reach a point where they need professional financial advice, but can't afford a full-time CFO or controller. Our team works with you to help guide your business to success. We offer a transparent pricing model that adds structure to our relationship with you, your other company shareholders, and your team. 3 Different value tiers: 1) Bookkeeping & Accounting - Daily and Monthly, Financial Reporting and A/R and A/P Management 2) Tax - Personal, Corporate & Quarterly including Strategic Planning 3) Virtual CFO - Bank & Financing relationships, KPI tracking, Forward-looking CFO planning