Operational excellence is built on trusted expertise
We are a boutique firm that includes CFAs, CPAs, former CFOs, board directors, SBA executives, audit managers, and compliance officers, and we bring a wealth of insight and experience to every client engagement. By hiring the best and promoting from within, we have built one of the most skilled and respected teams in the industry.
Our General Partner, Limited Partner, and management-company clients come to us—and stay with us—because they trust our people to transform the back office into a center of excellence.
“The caliber of our staff and diversity of their financial backgrounds enable us to deliver creative solutions to the challenges our clients face.”
– Beth Manzi, COO