Strategic financial guidance for small businesses, sole proprietors, and nonprofits — on your terms and within your budget.
Most small businesses and sole proprietors can't justify a full-time CFO — but that doesn't mean they don't need one. Whether you're scaling up, cleaning up your books, or planning for the future, you deserve the same quality of financial leadership that typical accounting firms reserve for their largest clients.
That's where we come in. Both co-founders, Lesley and Mark Hazleton, are PricewaterhouseCoopers alumni — Lesley on the accounting side, Mark on the consulting side. Combined with over 30 years of experience across Fortune 500 divisions and growing businesses, that depth of expertise is now available to your organization.
Not sure where to begin? Pick one focused engagement to start. No long-term contracts — just clear deliverables and real results.
A clear picture of where your cash is going and a concrete plan to stabilize it.
Quick-Start EngagementGet your books in order with a structured cleanup and a monthly close rhythm you can maintain.
Quick-Start EngagementA budget and forecast you can actually use to make decisions, track progress, and plan ahead.
Quick-Start EngagementBoard treasurer services and governance setup for nonprofits ready to strengthen their finances.
Pro Bono AvailableGrowing companies that need experienced financial leadership but aren't ready for a full-time CFO. We step in as a trusted partner to help you manage cash flow, plan strategically, and build a strong financial foundation.
Business owners who want to optimize their operations for strong financial management. From organizing your books to planning for growth, we bring the expertise to help you run your business with confidence.
Organizations doing important work that deserve strong financial governance. We provide board treasurer services and pro bono guidance — because sound financial management shouldn't be out of reach.
Whether you're a growing business, a sole proprietor, or a nonprofit — the first step is a conversation. No obligation, no pressure.