About Us

We’re a fractional CFO and strategic finance partner for innovators, tech-driven businesses, and fast-scaling e-commerce brands. What sets us apart is how deeply we embed ourselves in your business — not as outside advisors, but as an integrated part of your leadership team. We bring high-touch financial leadership powered by modern tools, automation, and AI — built for founders who move fast and need clarity to match their pace. Instead of offering advice from the sidelines, we operate as an extension of the CEO and executive team — helping you make smarter decisions, move with confidence, and execute with precision. Our approach is especially valuable for investor-backed businesses and founder-led startup and scale up companies navigating rapid growth, capital raises, or scaling challenges.

MISSION

We are a highly motivated young company that strives to turn your financial data into financial reporting packages that are visually appealing and tell you the whole story in an exciting and easy-to-understand way. We are passionate about helping our clients turn their financial data into a compelling narrative that will provide insightful and valuable information for supportive and strategic decision-making.

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VISION

We are a highly motivated young company that strives to turn your financial data into financial reporting packages that are visually appealing and tell you the whole story in an exciting and easy-to-understand way. We are passionate about helping our clients turn their financial data into a compelling narrative that will provide insightful and valuable information for supportive and strategic decision-making.

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VALUES

Reliability: We really do what we say we are going to do.
Empathy: We strive to understand you and your business first.
Integrity: Honesty is at the forefront of everything we do.
Enthusiasm: We truly care about your businesses success and we show it.
Innovation: Harnessing the latest fintech to save you energy and money.

Meet the Team

  • Jason Carter

    Founder & Fractional CFO

    It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more.

  • Ren Ashroft

    Sr. Controller

    It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more.

  • MJ Sicat

    Jr. Controller

    It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more.

  • Sara Williams

    Bookkeeper & Onboarding Specialist


  • Tyler Twiss

    Partnerships and Strategy

  • Bruce Carter

    Corporate Tax Planning

  • Brittney Thompson

    Operations & Social Marketing

Scaling fast but flying blind financially?

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