After 15 years of corporate accounting and finance leadership, helping corporations understand their financial position and recommending ways to improve it, I realized I would rather provide this seriously underrated service to small businesses, mission driven companies, and consumers to give them the edge. I always wondered why these people often don’t have a process to understand their financials. It turns out that effective accounting and finance is expensive, not combined together, and the traditional models were not designed with smaller “organizations” in mind. My experience in the back end of accounting systems led me to take on the challenge of creating a solution for everyone, financially savvy or not. I knew I did want to continue the best parts of my role, working with people and empowering them to make better decisions. Our business advice is based on a background mix of high level accounting expertise and successful scaling of small organizations (under strict requirements and timelines).

Our personal product originated as a family quarterly “Fun Financial Friday” meeting and progressing to early prototypes, I tortured my wife, daughter, and friends (and dog) with my attempts to make this enjoyable. After many attempts, I was able to design a system that took away the hassle, judgy-ness, and inaccuracy of consumer money management products, and had everyone excited to review their finances with me. I am excited for the opportunity to do the same with you (and save you some money!)

Certified Pubic Accountant (MA #29177)