About Us
Our Finance Team can Leverage Your Expertise
to Drive the Best Results Possible
Our main goal is to ensure that each client experiences optimal service unique to their specific requirements no matter how mature the organization is.
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Through over forty years of combined expertise garnered across several industries, we can offer services that are full complement. While managing a portfolio, we become intimately involved in the operations of a business which can lead to strategic possibilities in process and growth.
Welcome
to Our Services!
We are a remote financial services team. We are accounting professionals and administrators who are able to action your needs from anywhere. We look to drive a quick and clean process utilizing the best collaborative tools and processes available.
Our Managing Team
MICHELLE
Founder and CEO
Michelle grew up in an entrepreneurial family who over the course of time operated within four different industries. She understood from a young age to dig in no matter the job or challenge. She eventually moved on to attend University and majored in Finance. She worked outside of the family business garnering executive roles while obtaining her CPA and MBA. Over the last ten years she has grown a multifaceted financial services firm that works across several industries. She has a self described love of process and finance.
JOSH
Managing Director
Josh initially obtained a Biological Sciences degree and eventually changed his path and went back to school to obtain an Accounting degree. He quickly moved on to work in a variety of leadership accounting roles in private organizations of varying industries. His leadership within his past endeavors adds to the vigor he now employs.