We like to think of ourselves as not just financial advisors to businesses, but also as trusted colleagues and associates. We assist with everyday bookkeeping needs but go beyond and offer CFO-level services, providing businesses with financial insight and a competitive edge.

Meet Brenda

My goal? Providing businesses access to affordable CFO-level services and giving them a financial competitive edge beyond their everyday bookkeeping needs. Brenda has over 20 years experience as CFO and  Controller for several companies, both small and large. Her corporate background allows her to bring that expertise and resource to small companies.

Keeping Your Business in Balance