Our Mission
To provide growth-stage companies with the financial clarity, operational infrastructure, and executive leadership required to scale with confidence, without the overhead of a full-time hire.
PRACTICE AREAS
Four practice areas. One operator at the table.
Senior level financial leadership across the full lifecycle of a growing business, from monthly accounting to acquisitions.
Fractional CFO
Senior CFO oversight, reporting, and strategic guidance on a recurring or project basis. Built for owners who need executive financial leadership without the full time cost.
Outsourced Accounting
Full service monthly close, financial reporting, and accounting infrastructure built on modern cloud platforms. Designed to scale with your business.
Tax & Advisory
Year round tax planning and compliance for businesses, partnerships, S-Corps, and owners. Proactive strategy, not just filing.
Mergers & Acquisitions
Valuation, due diligence, deal structuring, and post close integration. Hands on experience executing acquisitions end to end.
Built by an Operator
We bridge the gap between traditional accounting and executive leadership. Led by a former CFO and CEO with 15+ years of experience, we provide the financial infrastructure and strategic clarity you need to scale your business without the overhead of a full-time executive.
Who We Serve
Founder-Led & Private Equity Backed Companies
Whether you’re a founder navigating rapid growth or a PE firm seeking a stable financial hand to professionalize an investment, we deliver the structure needed for the next phase of the business lifecycle.
Physician & Dental Practices
Complex revenue cycles, high overhead, and multi-location management require specialized oversight. We provide the financial infrastructure required to let clinicians focus on outcomes while we focus on profitability.
Asset-Intensive Businesses
From manufacturing and heavy machinery to industrial services, businesses with significant capital investments need rigorous cash flow management, depreciation strategy, and unit economic clarity.