About Us

In 2019, I made the decision to start a boutique company to directly provide customized services to clients with a cost-effective approach.   Your situation is unique and should be treated as such.  From the way you spend, to how you save, to what you invest in.

After more than 27 years of a career involving bookkeeping, company management, cost analysis, financial forecasting, HR/payroll and process implementation; I felt that small businesses and startups did not always have access to the tools to make them successful. 

With our experience, we can pinpoint opportunities for cost savings, revenue generation, and overall growth.  We have worked with clients in the automotive, construction, HOA, hospitality, non-profit, oil and gas, restaurant, property management, ranching, retail, technology and SaaS industries. 

We believe that direct communication and a personal relationship with our clients is of the utmost importance.  Together with my dedicated team, we run a tight operation in order to provide maximum effectiveness to inspire value and trust with our clients.  We look forward to working with you, reach out today for a free consultation.