• We were founded to provide small, mid-market, and start-up businesses fractional financial services
  • Current and previous client industries include manufacturing, breweries, distilleries, restaurants, eCommerce/retail, consumer products, and real estate
  • In-depth experience in financial analysis, strategic planning, budgeting and forecasting, system implementation, merger & acquisition analysis and execution, and building superior, simplified financial processes


  • Proven track record of team structuring, development, recruitment, retention, and motivation
  • Demonstrated ability to collaborate and partner cross-functionally to deliver better business results, even when implementing tough, unpopular decisions
  • Fact-based, practical, results and action-oriented leader adept at improving both the top and bottom line through analysis of product lines, customers and competition