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In a Meeting
Small Business Experts

Since 2016

Why Small Business

Small businesses are fun and exciting!  So do what you love! 

We enable you to focus on what you do best - running and growing your business. Let us seamlessly manage the financial details.


Small Business Matters.

Isn't it about time that business providers cater directly to small businesses?  Per the US Census, businesses with 20 or fewer employees make up 89.7% of all employer firms in the US.  We are "all in" on this underserved market. 

Why Us? 

We are Specialists and Love what we do.

We specialize in small business and startups. We believe specialization is critical to the success of any business, and we are experts in helping you manage all your fiscal matters. We provide the tools and information to help your business make the best financial decisions possible.  


The corporate world can be rigid and boring. The excitement generated by your company is why we look forward to going to (what some people call) "work" every day.


We're a Partner, not a Service provider.

We pride ourselves as being a partner. As opposed to providing numerous service offerings, we only focus on maximizing your company's performance. Your success is our success.



We are experts. Our team members have an average of 20 years of financial leadership experience, worked in numerous startup & small business environments, in multiple industries, and many have also started their own companies.  


We are a trusted advisor that also partners with the best-specialized firms. We can keep your costs predictable while referring you to the best experts for legal, audit, insurance, and other critical needs. We understand the need and timing for these services, and refer you to trusted partners that pass savings along to you.

Our Vision

Disrupt the Finance Function

Accessible & affordable finance for all small businesses, so great innovations and growing companies become mature successful businesses.

Our Mission

Inform & Empower Small Business Owners

To empower business owners with the financial knowledge and tools necessary to accelerate growth, enhance control and minimize risk, thereby substantially improving the probability of achieving their company’s goals and objectives.

Our Professionals

Startup & Small Biz Veterans
Culturally Aligned
Highly Efficient
Cost Aware

Bios for optimal matches will be provided

Core Values

Act with Integrity 

We act under the highest moral standards and insist on always being honest and upfront with our clients and associated business partners (vendors, investors, regulatory bodies, etc).  We adhere to the AICPA Code of Professional Conduct.

Be a Trusted Advisor

Our goal is to become a long-term advisor to our clients. Relationships are key to the success of any business. Having an impact on business strategy, operating model optimization, risk management, and other business initiatives is increasingly demanded by Boards and CEO's. 

Always Create Value

We strive to provide efficient and cost-effective solutions and help navigate our clients around common startup pitfalls. We understand how precious cash is at an early stage, and how to successfully operate within limited resources.

Be Forward Thinking

Our goal is to take a proactive and forward-looking approach, so our clients have the information to make critical decisions about how their business moves forward.  

Mentoring & Office Hours

Our CFO's understand how difficult it is to get started. To keep the startup and small business community vibrant and healthy it is important for us to give back through mentoring, office hours, and periodic free events.  

Venture Cafe
MIT Enterprise Forum
Entreprenuership at Cornell University
Mass Biotechnology Counsel MassConnect Program
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