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.
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.
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.
Think Your Company is Too Small for a CFO? The Answer is “No”.
EVERY COMPANY NEEDS A FINANCE EXECUTIVE ON THE TEAM
OUR PEOPLE, PRACTICE AREAS & INDUSTRIES
OUR PEOPLE
OUR PRACTICE AREAS
OUR INDUSTRIES
Tim Weeks
Training
Real Estate Services
Dennis Garcia
Cash Flow
Retail
Jeff Hall
Monthly Closing
Wholesale Trade
Stephen Spencer
Mergers & Acquisitions
Technology
Teresa Jewkes
Reporting
Life Sciences
Jennifer Judd
Banking Support
Financial Services
Gerri Keiser
Compliance
Medical
Amy Beecher
Fundraising
Consulting
Brittany Whitmer
Automation
Direct Sales
Kim Waldron
Consulting
Legal
Carlotta Felder
Tax Support
Research
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!”