By design, our business is a place where entrepreneurs and small business clients receive financial and operational counsel from CPAs who have worked in the trenches. Founded in 2002 by Kelly Davis, a successful CPA and former CFO, our firm was acquired in 2016 by Doug Freeman, who had worked as a CFO in both small and global businesses.

Today, we are a team that truly empathizes with business owners and helps them plan and strategize. Kelly and Doug’s industry experience and extensive work as CPAs contribute to our unique ability to offer practical, real-world relevant advice.