Meet the Team

Get to know our team of experienced financial leadership specialists.

Our Mission

We are passionate about small business, entrepreneurship, and bringing clarity to business owners who feel confused, uncertain, or overwhelmed when trying to make sound business and financial decisions.

Our Team


Ready to Make a Bigger Impact in Your Life and Career?


If you are a numbers person by trade, with a passion for business improvement – not just making sure things “balance,” let’s talk. 

Our success is directly linked to having sharp, experienced team members who understand “Operational Finance” and can communicate it to non-financial leaders.  

If that sounds like you, let’s talk further about your career aspirations and being a part of our growing team!

Meet the Team

Improve the Financial Health of Your Small Business

Get a detailed assessment from our experienced CFOs.