YOUR BUSINESS’S VERY OWN
FINANCIAL Maven Expert Maestro Wizard Guru Muse Dragon-Slayer Therapist Partner CFO
We help businesses connect the dots between their financials and their business strategy.
Sure, we’re financial analysts at heart. But we’re actually in the business of making connections.
We’ll connect one month’s high revenue to your clinic’s top performing provider. We’ll connect last year’s spending trends to next year’s profitability forecast. We’ll connect one service line’s growth over time to your next big business decision.
But most of all, we’ll connect to you. We are passionate about our clients’ success, dreams, and business potential. We might love financial statements, but the people we work with are worth their weight in gold.
Meet the Team

Not Your Everyday CFO
Numbers get a bad rap. We’re here to change business owners’ relationship to their financial statements for the better. These pillars guide our process:
Make it simple
We uncomplicate your businesses financials. We do all the extracting, sorting, and analyzing for you. Then, we package it into clear, digestible reports that help you make informed business decisions.
Offer solutions
Business owners have enough problems. We provide solutions to help you move your business forward. We strive for higher profitability, greater efficiency, and closer alignment to your goals.
Be meticulous
We don’t call ourselves experts for nothing. We obsess over the details of your finances, leaving no number overlooked.
Have fun
We love what we do, and it shows. We won’t make any promises, but we’ve been told clients actually look forward to discussing financial statements with us.
















