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.

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    Fractional CFO

    Strategic finance leadership without the full-time cost.

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    Growth Consulting

    Align your operations, tech, and capital strategy to unlock potential.

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    Tech & Systems Strategy

    Optimize financial tech stacks for smarter, faster decisions.

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    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