Who We Work for
Our clients are primarily Physician Owners, Entrepreneurs, Founding Executive Teams, CEOs, COOs, High Net Worth Individuals, Investors, Private Equity and Family Offices.
Approximately 97% of our clients have STEM backgrounds. The majority of our clients are Physicians, Scientists, Engineers (all types), Technologists, and Finance Professionals. Included in that group, is a small but growing number of female executives and women business owners.
Why Choose Us
We add value by helping our clients grow their companies and moving them to the next level.
Having an experienced business advisor and financial leader assisting you increases your chance of success.
We help maximize the ROI on your time and money invested in your practice or business. In doing so, we help you build your financial intelligence and confidence in your business and your leadership.
We offer a CFO-As-A-Service alternative for physician practices and private healthcare companies to hiring a full-time CFO. No headcount, salaries, or equity share.
We free you up from work that is not related to your core business, so you can get back to running your practice/business and get your time back to focus on other priorities.
We provide our clients with peace of mind.
OUR BUSINESS MODEL IS UNIQUE.
WE FOCUS ON THE FINANCE LANES.
THIS MAKES US AN IDEAL ALLIANCE PARTNER FOR BOOKKEEPING AND ACCOUNTING FIRMS, CPA FIRMS, AND OUTSOURCED CONTROLLER SERVICE FIRMS.