Philosophy / Value Statement

We approach our solutions with three main principles always in mind:

•   No two companies are the same

•   Small businesses have limited resources
•   Business problems are usually more complex than they first appear.

That approach translates into solutions that fit your company, are within your budget, and resolve the root cause of the problem. No checklists, no “one-size-fits-all” off the shelf processes, just solutions that work for you.

Who We Serve

We provides financial management services exclusively to small, privately held companies in a wide range of B2B industries:

•   Oilfield Services
•   Technology
•   Professional Services
•   Manufacturing
•   Transportation and Distribution

 The majority of our clients are either proactively preparing for future growth plans or are experiencing difficulties reaching their goals.

Our solutions are tailored to the specific needs of each client. Whether you need the ongoing support that our Shared CFO Services provide or have specific problems that need to be addressed through our Project Based Services, we can design a service that fits your company and your budget.