Trusted finance leadership for small companies.
Bringing Wall Street rigor to Main Street businesses.
Based in Denville, NJ — serving small businesses nationwide.
We handle the numbers. You unleash the creativity.
Most small business owners are running blind on the metrics that matter most
Running without clear visibility into cash flow, margins, and vendor costs
Supply chain disruptions and inflation reducing profitability
Complex applications and risky growth decisions without proper guidance
Start by Scheduling your Free Initial Consultation with our team. In one hour, we'll identify immediate opportunities for improvement.
Pricing strategies, capital raising, debt/equity financing support, bookkeeping automation
Demand planning, inventory optimization, cost-saving vendor negotiations
Digitizing data, creating Excel-based or AI-powered tools that simplify operations
Our clients experience measurable improvements in profitability, clarity, and peace of mind
Better margins, cost control, and less time on administrative tasks
Transparency through projections, dashboards, and reporting
Digitized workflows and simplified processes
Improved ability to secure loans or attract investors
Focus on what you do best while we optimize the rest
Systems and processes that grow with your business
Based in Denville, New Jersey, we work with small business owners across the United States through virtual and in-person services.
We bring decades of Fortune 500 experience to growing small businesses and medium-sized companies. Whether you're in New Jersey or anywhere in the U.S., our virtual CFO and consulting services deliver the same high-touch, personalized support.
Small businesses face unique challenges. We understand the importance of maintaining your values while scaling operations, managing cash flow, and making strategic decisions for sustainable growth.
In just one hour, we'll identify immediate opportunities for improvement in your financial reporting processes. You'll walk away with actionable insights—not a sales pitch.