Stop making major decisions
without Reliable financial data.
We work with growth-stage businesses doing $500K–$10M to build the financial systems, reporting infrastructure, and strategic oversight that turn your numbers into confident decisions.
15+ years experience
$700K+ in tax savings identified
15+ industries served
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QuickBooks ProAdvisor
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Licensed Tax Preparer
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Lean Systems Certified
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CPA Partnered Firm
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15+ Years Experienc
What we do
Financial clarity at every stage of growth
01
Fractional Controller
Financial oversight, internal controls, accrual-based reporting, and cash flow forecasting for businesses ready to operate with real financial discipline.
$500K – $10M
04
Tax Strategy
Proactive tax planning aligned to how you live and operate. Your lifestyle is your tax strategy — we build the plan that proves it.
Year-Round
02
Fractional CFO
Strategic financial leadership, investor reporting, capital raising support, and growth modeling for companies preparing to scale, raise, or exit.
Growth Stage
05
Financial Diagnostic
A targeted audit of the five D.R.I.V.E. engines — identifying gaps, recovering lost profit, and building a prioritized action plan.
Start Here
03
Fractional Bookkeeper
Full-cycle bookkeeping, reconciliation, and monthly financial reporting without a full-time hire. Entry point for businesses under $1M or needing cleanup.
Foundation
06
Systems & Compliance
Chart of accounts buildout, QuickBooks implementation, internal controls, SOP documentation regulatory compliance management.
Infrastructure
Proven outcomes
Results that speak for themselves
$500K+
In unnecessary tax outflows prevented within 90 days of a single engagement
$200K+
In tax savings delivered through proactive tax plan and strategy
50%
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$20M+
In funding secured for nonprofit and arts clients during the pandemic
10–15 days
Month-end close cycle — reduced from quarterly delays
15+ yrs
Across entertainment, construction, ecommerce, nonprofit, SaaS, and more
Industries we serve
Construction & Design
Manufacturing & Ecommerce
Nonprofit
Entertainment
SaaS & Subscription
Apparel & Retail
Marketing Agencies