Leadership

Senior Partners

MT

Managing Partner

Firm Leadership

Sets firm direction, oversees senior engagements, and chairs the partner committee. Background in mid-market accounting and operations advisory across multiple industries.

Strategy M&A Advisory
TP

Tax Practice Lead

Tax & Compliance

Leads the firm's tax practice, including planning, preparation, and IRS controversy. Specialist in multi-entity tax strategy, R&D credits, and cross-state nexus matters.

Federal Tax State & Local R&D Credits
AP

Advisory Partner

Business Advisory

Leads fractional CFO and strategic advisory engagements. Builds KPI dashboards, 13-week forecasts, and growth strategy frameworks for clients ranging from startup to $40M+.

Fractional CFO KPI Design Cash Forecasting
CO

Chief Operations

Operations & Security

Owns the firm's operations, technology stack, and information security program. Maintains the firm's written information security plan and vendor risk management framework.

Operations Security Technology
Practice Capabilities

Where our practice depth shows up

Tax Preparation & Planning

Our tax practice handles federal and state filings for entities of every type, plus year-round planning that translates business decisions into tax outcomes. Multi-state and multi-entity work is a particular focus.

Practice LeadTax Practice Partner

Bookkeeping & Payroll

Day-to-day accuracy work delivered on a strict ten-business-day monthly close cadence. Cloud-first stack with QuickBooks, Xero, NetSuite, Gusto, ADP, Rippling, and Bill.com integration expertise.

Practice LeadSenior Accounting Manager

Business Advisory

Forward-looking financial guidance: KPI dashboards, 13-week cash forecasts, scenario modeling, fractional CFO engagements, board reporting, and fundraising support for growing businesses.

Practice LeadAdvisory Partner

Audit Support & Compliance

Audit-readiness work, internal controls design, IRS examination representation, and coordination with external CPA partners for engagements requiring attest services.

Practice LeadCompliance Director
Our Hiring Standard

Why our team is the team it is.

Experience-First

Minimum five years of relevant practice experience before any team member touches a senior engagement. No interns or rotational staff on client work.

US-Based

All senior staff and dedicated account leads are based in the United States. No offshore team has unsupervised access to client financial data.

Continuously Trained

Mandatory annual continuing education on tax law changes, accounting standards, security, and technology stack updates. Every team member, every year.

Long-Tenured

Average team tenure exceeds five years. The person assigned to your engagement next month is likely to be the same person in year three.

Meet the team that will work on your engagement.

Every discovery call includes an introduction to the named team that will be assigned to your business.

Request Proposal Join Our Team