About
A small firm, on purpose
We kept the firm small on purpose. Fewer handoffs, faster answers, and the same two people on your account from the first call on.
How we work
Fewer people, closer to your numbers
Most outsourced accounting splits your work across a team you never meet. We kept the firm small so the person who closes your books is the person who explains them.
One team, both jobs
Bookkeeping and CFO work under one roof, on one monthly fee — instead of a bookkeeper who records the past and a separate advisor who has to reconstruct it.
Small enough to answer
Questions go to the people doing the work, not an account manager who has to go ask. Most get answered the same day.
Alongside your CPA
We don’t file your taxes. We keep the books your tax preparer depends on clean all year, and hand over a package they can actually use.
Background
Who does the work
Two partners. Between them, about thirty years in accounting and finance.
Partner — CPA
Audit, then public-company accounting
About ten years in accounting and finance, audit then financial accounting for a public company.
Partner — MBA
Operating finance
Close to 20 years in finance roles, including VP of Finance for a public company, leading multiple acquisitions.
Get started
Let's look at your numbers
Tell us a little about the business and we'll set up a short call. No pitch deck, no pressure.