Our Services

Our CFO Services provide strategic financial leadership tailored to your company’s growth and operational needs. Whether you need interim or part-time support, we offer expert insight into budgeting, forecasting, cash flow management, and long-term planning. Gain the executive-level financial guidance you need—without the full-time cost.

Emerge Financial Group - Accounting Services provides the support, objectivity and expertise businesses need to succeed in an ever-changing business landscape. We offer a broad spectrum of accounting, financial, and consulting services across a number of industries to give business owners and managers the insight they need to ensure success.

Emerge Financial Group’s accounting services professionals provide their clients with value added accounting services including tax, assurance, financial and valuation services.

We deliver reliable, accurate, and timely accounting services to help you maintain control of your business finances. From bookkeeping to monthly closes, our team ensures your records are organized and compliant. Let us handle the numbers so you can focus on growth.

Our tax professionals provide comprehensive corporate tax preparation, ensuring accuracy, compliance, and maximum savings. We stay ahead of ever-changing tax laws to help you reduce liabilities and plan effectively. With proactive advisory, you’ll always be ready for what's next.

We prepare clear, GAAP-compliant financial statements that support smarter business decisions and investor confidence. Whether for internal management, lenders, or audits, our statements are tailored to meet your needs. Trust us to deliver clarity, accuracy, and insight.

In times of financial distress, our bankruptcy and insolvency services offer expert guidance through complex restructuring and recovery processes. We work closely with legal counsel, creditors, and stakeholders to help you navigate difficult decisions. Our goal is to preserve value and chart the best path forward.

We help companies design competitive and compliant compensation and benefits programs that attract and retain top talent. Our team provides strategic guidance on salary structures, incentive plans, and benefits administration. Align your rewards strategy with your business goals while managing risk and cost. goes here

Unlock hidden cash flow with our cost segregation and recovery services. We identify and reclassify assets to accelerate depreciation and reduce your tax liability. Ideal for real estate owners and investors, our approach maximizes savings and improves return on investment.

Our Family Wealth Advisory services provide personalized strategies to preserve and grow multigenerational wealth. We guide families through estate planning, investment structuring, philanthropic goals, and legacy planning. Partner with us to build a secure financial future that aligns with your values.

We offer comprehensive personal financial management tailored to your life and goals. From budgeting and tax planning to retirement and investment strategies, we help you take control of your financial journey. Our advisors provide clarity, confidence, and peace of mind.

Turn your innovation into savings with our R&D Tax Credit services. We help businesses identify qualifying activities, document expenses, and claim valuable tax credits. Maximize your return on innovation while ensuring full compliance with IRS guidelines.

Our SALT experts navigate the complex and evolving landscape of state and local taxation to minimize risk and exposure. We assist with compliance, audits, and planning strategies tailored to your geographic footprint. Stay ahead of regulations and uncover savings across jurisdictions.

Emerge Financial Group represents our clients in various levels of tax controversies. We work with clients to resolve a wide range of tax disputes with federal, state and local taxing authorities.

Our team identifies and secures valuable tax credits and incentives that support growth, hiring, and investment. We manage the entire process—from eligibility assessments to filings—to ensure you maximize available opportunities. Let us help you turn policy into financial advantage.

A tax-exempt organization must maintain books and records to show that it complies with tax rules. Federal tax law provides tax benefits to nonprofit organizations recognized as exempt from federal income tax under section 501(a) of the Internal Revenue Code. The code requires that tax-exempt organizations comply with federal tax law to maintain tax-exempt status and avoid penalties.

Reviews | Education | IRS Filings and Communications

Our Executive Advisory (CFO) services deliver strategic financial leadership without the cost of a full-time hire. From cash flow management and financial planning to board reporting and investor relations, we help drive business performance. Gain the insight of a seasoned CFO to guide critical decisions and long-term strategy.

We provide expert guidance on complex financial accounting issues, including GAAP compliance, technical memos, and transaction accounting. Whether you’re navigating a new standard or preparing for an audit, our team ensures accurate, timely, and transparent reporting. Stay ahead of regulatory changes with confidence.

Our Managed Services offer scalable, outsourced finance and accounting solutions that grow with your business. From day-to-day operations to strategic oversight, we provide efficiency, accuracy, and expert support. Free your internal resources and focus on core business while we handle the back office.

We assist businesses in navigating all aspects of the Paycheck Protection Program, from initial application to forgiveness. Our team ensures documentation accuracy, maximizes eligible loan forgiveness, and maintains compliance with evolving guidance. Let us help you turn relief into resilience.

Align your brand and growth strategy with expert-led strategic marketing services. We help define your market positioning, target audience, and messaging to support business objectives. From go-to-market planning to digital campaigns, we deliver measurable impact.

Our tax advisory services provide proactive planning and tailored solutions to reduce your tax burden and enhance compliance. We work closely with businesses and individuals to identify opportunities, manage risk, and adapt to changing regulations. Partner with us for smart, forward-thinking tax strategies.

We help businesses leverage technology to improve operations, reduce risk, and support growth. From system selection and implementation to process automation and data integration, our advisors bring deep experience across platforms. Make technology a strategic advantage—not a challenge.

Our M&A Advisory team guides you through every stage of the transaction lifecycle—from deal strategy and due diligence to valuation and post-close integration. Whether buying or selling, we help you maximize value, minimize risk, and achieve your strategic objectives. Your success is our business.

We provide precise, defensible valuations and forensic accounting services to support transactions, disputes, and litigation. Our experts deliver clear, objective analysis in high-stakes situations such as shareholder disputes, fraud investigations, and economic damage assessments. Rely on us for credibility, clarity, and courtroom-ready support.