CFO Services
It is almost impossible to make strategic decisions without deep knowledge of your business’s
operations.
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Technology + Business Intelligence
We help implement and optimize the systems
your operations rely on, so you can focus on what your business does best.
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Bookkeeping & Back-Office
Having a strong foundation will better insure your business can grow as quickly as
possible.
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Finance & Accounting
As companies launch and grow, so does the need for better accounting controls and more
efficient process.
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A Few Of Our Happy Clients
Our Philosophy
Many small businesses think about their finances when it comes to tax compliance. We understand there's much more to your business finances than making sure your tax obligation is satisfied. Maybe certain areas of your business aren't as profitable as they could be, or an investor wants to see the data on growth and profitability. Or maybe a segment of your business could be more profitable than it is now. We'll help you understand the story behind the numbers so you can gain a competitive edge over your competition.
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OUR COMMITMENT
Technology Driven Solutions
MEET US
The Team
We’re a small but mighty team who love to work with amazing
organizations. We are people first, driven by technology.
Accounting
DuNae Cascarelli
Accounting Associate
Bookkeeping, A/R + A/P
ACCOUNTING
Galyn Allen
Accounting Manager
Onboarding, Monthly Reporting, Tax Support + Technology Integration
ACCOUNTING
Mare French
Accounting Associate
Bookkeeping, A/R + A/P
CLIENT ADVISORY
Meaghan McLaughlin
Founder/CEO + Lead Client Advisor
Business Development, Onboarding, Financial Operations + Advisory
BUSINESS INTELLIGENCE
Muhammad Haroon
Consultant
Data Analytics + Visualization + Automation
BARKETING
Lincoln
Attention Seeking + Public Relations
SECURITY
Booker
Anti-Squirrel Defense + Mailperson Protection
