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We work with founder-led, privately held, professional service firms (e.g. marketing, IT, attorneys, mental health practices, tour operators, financial services, etc) earning between $1M and $10M in revenue. Our clients are growth-minded but lack visibility & control of their financials, struggle with unexpected tax bills, or feel a lack of support with their current provider. We offer high-touch, proactive service that goes beyond the numbers—we partner with our clients year-round to plan strategically, improve profitability, and avoid surprises. Our team provides clean, timely financials, clear reporting, and guidance that actually helps business owners make better strategic decisions.
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