​(941) 529-7234
Tax | Virtual CFO | Advisory
By Appointment Only
1001 Riverside Dr.
Suite I
Palmetto, FL 34221
Tax Preparation & Planning
Tax preparation services include federal and state returns for individuals, businesses & trusts. We take a proactive approach in tax planning to minimize the tax burden for individuals and business entities.
Virtual CFO
Our 3-tier service solution is ideal for growing businesses that need professional financial advice, but can't yet afford a full-time CFO or Controller; as well as existing businesses in need of a replacement CFO who don't require an on-site CFO on a daily basis.
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Virtual CFO​
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Virtual Controller
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TAS (Transactional Accounting Services)
Advisory
Our advisory service offers a wholistic business consultation, including finance, operations & technology, to identify inefficiencies and areas of high risk. We provide professional advice on how to overcome these and create a more scalable business model which can be implemented by the business owner and management, or via our implementation services. This is ideal for business owners looking to reduce their hours spent working in the business so they can focus on strategic growth initiatives while also increasing profitability.
To Schedule an Appointment, please use the above online scheduling tool.
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About North River Advisory
James Dumas
Certified Public Accountant
Prior to founding North River Advisory, James Dumas graduated with a Bachelor of Science in Finance & Accounting from Florida State University in 2014. He then worked at Deloitte & Touche in Boca Raton, FL where he earned his Florida CPA License. Next, James and his brother founded a specialty construction supply company, located in Palmetto, FL where he still holds the position of CFO. Additionally, James worked in taxation at an accounting firm in Venice, FL. Outside of work, James enjoys spending time with his family, traveling and enjoying the Gulf Coast as an outdoorsman and native Floridian.