Outsource a Portion or All of Your Accounting Needs
Our team of CFOs, Controllers and Advisors are ready to help your business
We strive to ensure your success.
Our mission is to help entrepreneurs and small business leaders succeed. You compete against much larger competitors and, often, without the name recognition and resources of your competitors. Let us focus on the financial and accounting needs of your company while you focus on what you do best. Together, we can level the playing field and ensure you, your company and your team thrive.
Accounting and Financial Services
We are a unique, specialized accounting firm that becomes your finance and accounting team or fills in the gaps of your current internal team.
It's All About You
We guide you through 4 phases of the Entrepreneur's Journey.
We stay with you as you grow from Building to Thriving and everything in between. This is a journey and we are here to guide you.
Discovery to Decision
Our No Pressure Onboarding Process
Ready to Begin?
Contact us today to get the process started. Worried about cost? We work hard to find a solution that fits each client. We do not have a sales team, which means you will be working with the firm’s leadership and with a client service team to find the right solutions for you. Reach out today and we will get back to you shortly.
Our Clients Reviews
We serve a wide range of industries
While we serve a wide range of industries as a firm, we have teams that specialize in specific industries.
Frequently Asked Questions.
Feel free to reach out with any questions you may have. Here are the answers to a few of the more common questions.
The fastest way to reach us is by email to firstname.lastname@example.org. Please provide your contact information and some brief information about you and your needs. We will get back to you shortly.
No, there is no cost to you until we agree to begin a relationship and we have both signed a proposal. We will invest our time and resources to see if we are the right fit for your needs.
No, we are very thorough in our discovery process to ensure we are a right fit for you. The process takes some time, but again, there is no cost to you except a bit of your time. When we begin a relationship, we anticipate a long-term relationship so we work hard to ensure we are the right firm for you.
No, we do not have a single long-term client contract. All engagements may be cancelled with 30 days notice. We know that if we have a great working relationship there is no need for a long-term contract. Our retention rate is very high so we work on an at-will basis like the other members of your team.
We work with clients at the pre-revenue stage, clients below $1 million in annual revenue and clients up to $100 million in annual revenue. So the simple answer is no, you are not too small. We will work to find a solution that works for your needs.
Our physical offices are located in Utah, but we serve clients in many states. Through virtual technologies we can serve clients in any location throughout the United States and in other countries.