Unlock Your Business Potential with Next-Level

Comprehensive financial consulting services tailored to your needs

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Driven by Results, Backed by Experience.

Let The Numbers Do The Talking
Growth achieved
$ 1 M

Grew a staffing company from $250K to $40M in annual revenue in just four years.

Clients served
0 +

Led a staffing startup to over $5M in revenue across 20+ states within 18 months.

Years of combined experience
0 +

Our leadership team brings decades of expertise in accounting, finance, and HR—empowering businesses with holistic financial guidance.

Our Services

Our services are built to help you streamline, scale, and succeed

Bookkeeping

We provide precise and reliable bookkeeping services to keep your financial records up to date, giving you clarity on your cash flow and helping you make informed business decisions.

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Controller

Our controller services offer in-depth financial oversight, accurate reporting, and compliance management to help streamline operations, reduce risk, and ensure your business is always financially organized and audit-ready.

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Fractional CFO

With our fractional CFO services, you gain access to high-level financial strategy, cash flow management, and performance insights—empowering your business to scale smartly without the cost of a full-time CFO.

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Testimonials

Honestly, I didn’t expect a fractional CFO to make this big of a difference. But they just get our business. From cash flow to growth planning, they’ve been a huge part of our momentum.

Karen Patel CEO, UrbanNest Ventures

We’ve worked with a few finance consultants before, but these guys feel like they’re actually in our company. They’re sharp, responsive, and know their stuff.

Jason Chen Co-Founder, VeloTech Analytics

I used to dread financial reporting. Now? It’s organized, clear, and on time every month. They brought structure we didn’t know we needed.

Lena Morris Finance Director, Broadstone Labs

They came in, understood our chaos, and just started fixing things. The difference in 60 days was night and day.

Marc Elkins Managing Partner, Atlas Green Holdings

I didn’t hire a number cruncher, I got a strategic partner. Their advice helped me spot and act on opportunities I would’ve missed.

Priya Singh Founder, Thrive Naturals

Their controller support is rock solid. I spend way less time on bookkeeping and way more time running my company.

Daniel King Ops Lead, Synergo Tools

They’re the first finance team I’ve actually enjoyed working with. Clear, fast, no fluff, just solid results.

Carla Vasquez CEO, Poppy & Row

I stopped worrying about our books the day they took over. They just handle it, no drama, no surprises.

James Hartley Founder, Harborpoint Solutions

Now that I actually understand our numbers, I make faster, smarter decisions. Their reports just make sense.

Nina Roman Head of Finance, Luminary Tech

They totally got the nuances of running a nonprofit. They set us up with tools that make our lives 10x easier.

Rob Diaz Exec. Director, Giving Hands Initiative

We had no idea how messy our pricing model was until they stepped in. Profit margins improved fast after their review.

Toby Lam COO, NovaShade Energy

I used to spend weekends cleaning up QuickBooks. Now? I haven’t opened it in weeks. That’s how seamless it is.

Jennifer Green Owner, BeHome Collective

They didn’t just improve our financials - they helped us see our business differently. That’s rare.

Felix Brown Managing Director, Equinox Manufacturing

Tax season used to be a nightmare. Now it’s a few clicks and done. I didn’t know it could be this easy.

Lauren Tate Founder, Craft & Copper

They helped us predict cash flow swings months in advance. That alone saved us from a couple close calls.

David Shore CTO, Proxim Software

It’s never felt transactional with them. They care, they ask smart questions, and they actually follow through.

Melissa Walters Creative Director, Ardent & Co.

Blogs

Fractional CFO vs Full-Time CFO: Which Fits Your Growth?

Fractional CFO vs. Full-Time CFO: Which One Fits Your Growth Stage?

Every growing business reaches an extent where growth outpaces its financial infrastructure. Spreadsheets and...

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Top Signs Your Business Needs CFO Services

Top Signs Your Business Is Ready for CFO Services

The growing exposure of your business comes with financial complexity. Studies show that nearly...

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Case Study

Optimizing Month-End Close with Expert Services

We streamlined financial processes for a scaling startup, transforming their reporting structure and cash flow strategy—freeing up leadership to focus on innovation and expansion.

HR Realignment that Sparked Momentum

By realigning HR policies and payroll systems for a mid-sized firm, we fostered team satisfaction, boosted retention, and laid the groundwork for sustainable operational growth.

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