
Your Vision.
Our Roadmap.
You’ve built something great — now it’s time to grow it. We partner with ambitious founders and business leaders to create scalable financial strategies that help you hit your targets faster.
Our services.
-
Fractional CFO
Strategic finance leadership without the full-time cost.
-
Growth Consulting
Align your operations, tech, and capital strategy to unlock potential.
-
Tech & Systems Strategy
Optimize financial tech stacks for smarter, faster decisions.
-
Accounting & Bookkeeping
Ensure your numbers fuel growth instead of holding you back.

A seven-figure e-commerce company engaged the firm to support growth and scaling initiatives. After implementing financial and accounting controls, they discovered that prior-year sales tax returns had been incorrectly filed. The amended returns generated $41,000 in sales tax refunds for the client.
Additionally, a strategic tax planning structure was implemented across the company's two entities, resulting in a reduction of their federal tax liability from $200,000 to $40,000 in a single year.
- Growth and Tax Savings for an E-Commerce Client