Business Owner Resources

Home - Business Owner Resources

Diverse Services Tailored to Your Financial Success


Gigi offers a comprehensive suite of services designed to optimize your financial health and boost your business growth:

Expense Reduction

 – Credit Card Audit
 – Waste & Recycling Audits
 – Workers Comp Insurance Audit
 – Parcel & Shipping Expense Audit

Specialized Tax Incentives

 – Cost Segregation
 – Property Tax
 – Research & Development (R&D)
 – Workers Opportunity Tax Credit (WOTC)
 – …AND Much More!

Financial Services

 – Retirement Program
 – Corporate Financing
 – Health & Prescription
– Medical Underpayment Review and Recapture Program
 – Business Development
– If you are interested in becoming a Franchise:
Resources Coming Soon

How Can We Help ?

Have you checked your eligibility?

Over $14 billion is distributed annually to recipients of The R&D Tax Credit.  This is an often misundersood

Check Your Eligibility

Over 40 Industries Qualify For The R&D Tax Credit

The R&D Tax Credit offers businesses in over 40 industries the ability to capture these funds.  Don’t miss out on your opportunity.

Here are just a few of the industries that may qualify.  If you do not see your industry listed check with our team here.


Your Business Resource Leader

Discover how Gigi’s expertise can be the key to unlocking your financial potential. Connect with her today to explore how her services can transform your financial landscape.

Empowering Financial Freedom for Over Two Decades


Meet Charlotte “Gigi” Dumas – a seasoned expert dedicated to empowering underserved communities with the financial solutions they need to thrive. With over 20 years of experience in the finance sector, Gigi has become a pivotal figure in driving economic growth and stability for individuals and business owners alike.


A Journey of Expertise and Innovation

Gigi’s professional voyage began in the realm of real estate, where she honed her skills as a licensed Mortgage Loan Originator and Real Estate Agent. Her passion for financial empowerment didn’t stop there. Over the last decade, she has extended her expertise to assist business owners and self-employed individuals in securing the necessary funding to expand and succeed.


Her Vision: “Enhancing Revenue to Improve Cash Flow”

Gigi’s philosophy is straightforward yet powerful: to enhance your revenue, thus improving your cash flow. This approach has guided her in providing tailored financial solutions that align with her client’s unique needs.

Embark on Your Financial Journey with Gigi

Skip to content