About Us


Our Approach


Our service includes a comprehensive consultation to help identify gaps and opportunities, a comprehensive report that includes a project plan with timelines and milestones, and a straightforward fee structure.  This first step is at no cost to you. We may not have the right team internally to meet your needs. However with a national network of trusted advisers, we will do our best to connect you with the right solution. 

That’s how we ensure your success.


Our Experience

  With 20+ years of experience in finance, accounting, and leadership, our firm was founded on principles of honesty, integrity and innovation.  With years of success providing CFO services to small and mid-size organizations, we are expanding our focus to solutions that our CEO clients need beyond finance and accounting.  In the past 30 years we've found that it's best that we listen first and then evaluate the needs of our clients and prospective clients...and then provide the best solution for that need.  


Why Us?

 Our focus is on creating trusted adviser relationships at a business-to-business (B2B) level with our clients. This is why we take our time and make sure we can give each of our clients the time and guidance they deserve. Whether you’re seeking a strategic alliance with the right partner or a special skill set or tool, call us today. Together we’ll create and refine your plan for success. We didn’t get there alone. And neither will you. Let us help you find the root of the problems and the solutions that meet your needs.

Meet our Executive Committee