Finance made simple
Expert guidance. Real results.

Our story, values, and vision

What we do

ERP setup
Financial cleanup
Fractional CFO

We help businesses streamline financial operations, integrate with partners, and enable flexible CFO solutions. Our team brings deep expertise in finance and technology to support your company’s growth and efficiency.

With a focus on clarity and results, we guide organizations through ERP implementation, financial process improvement, and strategic planning. Our approach is structured, transparent, and tailored to your needs.

We believe in building lasting partnerships, delivering reliable insights, and empowering your team to make informed decisions. Our mission is to simplify complex financial challenges and drive sustainable success.

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Alex Morgan
Partner & CEO
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Sherry Clemson
Partner & CFO Strategy
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Jordan Creed
VP of Technology
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Shin
Lee
VP of Financial Strategy
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Yonda Rivera
Financial Analyst
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Jennifer Lesardi
Financial Analyst
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Bob Marshall
VP of Business Development
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Drew Parker
Client Success
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Expert guidance for financial growth