WHO WE ARE

We are a team of accounting professionals who truly care about our clients.  Our team includes seasoned CFOs, Controllers, Bookkeepers and Programmers.  We believe every business, regardless of it size, needs and deserves a CFO.

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WHAT WE DO

We help small and mid-sized businesses with their finance and accounting needs. We work with companies from start up to $50 million in revenue.  We can provide CFO services, handle all of the accounting for your company or anything in between.

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WHERE WE WORK

Our firm is based in Utah but we serve clients across the United States including Utah, California, Colorado, Nevada, Florida and Texas.  We serve our clients through various remote technologies and our proprietary dashboards.

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ACCOUNTING SOFTWARE

We work with a variety of accounting software platforms including QuickBooks, Xero, NetSuite and industry specific applications.

DASHBOARDS

We use our proprietary dashboards to translate the company’s health and performance into easy to understand charts and graphs.

STRATEGY

We do not expect our clients to be finance and accounting experts.  We fill that role so our clients can focus on what they do best.

FULL SERVICE

For those business owners who do not want the hassle of hiring and training accounting staff, we can take over the entire accounting function.

Think Your Company is Too Small for a CFO? The Answer is “No”.

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EVERY COMPANY NEEDS A FINANCE EXECUTIVE ON THE TEAM

OUR PEOPLE, PRACTICE AREAS & INDUSTRIES

OUR PEOPLE

OUR PRACTICE AREAS

OUR INDUSTRIES

     Tim Weeks

 Training

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Dennis Garcia

Cash Flow

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Jeff Hall

Monthly Closing

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Stephen Spencer

Mergers & Acquisitions

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Teresa Jewkes

Reporting

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Jennifer Judd

Banking Support

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Gerri Keiser

Compliance

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Amy Beecher

Fundraising

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Brittany Whitmer

Automation

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Kim Waldron

Consulting

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Carlotta Felder

Tax Support

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Jennie Bush

Jen Burt

Lindy Lewis

Kristen Robbins

Katie Barnum

Alana Woodworth

Rebecca Anderson

“I wanted you to know how much we LOVE our CFO! I am so impressed by her and she has been absolutely phenomenal. I’m so happy that I made the decision to partner with you guys.  THANK YOU!”

Utah Based Client • Owner

Our Proprietary Dashboards Give You the Insight You Need to Direct Your Company

FINANCIAL

We transform your company’s financial statements into dashboards that bring your company’s health and performance to life in a way that you and your team can understand.

INDUSTRY

Your industry dashboards will show you how you are performing against your industry as a whole and a target group within your industry.  Set your goals based on industry leaders.

KEY METRICS

We help you develop your key predictors of success and measure how you are performing compared to your goals.  Dashboards show trends and are customized to your company.

We Have Experience in a Wide Range of Industries

Our experience in numerous industries allows us to bring best practices to your company.

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