The Modern Finance Team
for the Middle Market

When you have a lot going on, we have your back to track it all. 
​Our insights and strategies help ensure your companies continues to grow.

Honored in Forbes

Congratulations to our Founder, Nik Wong, for being named to the inaugural list of Top 200 CPAs compiled by Forbes.

Data-Driven Insights

Accountants are fundamentally numbers-focused. Let us put your numbers to work for you.


Our services are dedicated to serving businesses.

Accounting Advisory Services

Experience all-inclusive, done-for-you accounting. Without the hassle of hiring and piecing together tech.

Payroll Processing

Simple, effective payments for your team. Performed in conjunction with one of our processing partners.

Fractional CFO

Timely advice to help you navigate startup, growth, compliance, and transitions. Less than an FTE.

Business assessments

Let us kick the financial tires for you. Whether it’s your own organization or one you’re looking to acquire.

Technical Accounting

With ever-changing accounting standards, keeping up-to-date can be difficult. Engage with us to do the heavy lifting.

Tax Advisory

Minimize your tax bill and avoid surprises. We offer strategy review, quarterly estimate management, and preparation services.

Meet the Team