Who We Are


Our Mission

We are a financial management company with a passion to help business owners realize their financial goals.


Unlocking the Potential of Small to Mid-Market Businesses

 The clients you serve require your expertise but your business needs ours.  Together we can help your business not just survive, but thrive.  
Our Process

Breaking new dimensions.

Data drives every decision you make and that’s where we start.  Accurate and organized data are the building blocks for your financial insights, analyses and the answers for every measurable, quantifiable question you have about your company’s current position and future potential.  
We start with basic KPIs and benchmarks for your industry.  After in-depth consultations with your management team, we design a tailored package that fits your company’s unique needs.
Our Services

Connecting the dots.

You have a vision for your company.  We build the map by assessing the road between where you are and where you want to be.   We recommend and implement financial and software solutions to help you make that journey.  We provide financial insights and analysis that help you get there as smoothly as possible.  

Meet Our
Dedicated Team

We founded the company in 2008 with the idea of helping companies too big to do it themselves and too small to find customized attention elsewhere.   Today, we continue our passion of investing in companies that strive to positively impact their local communities and economies.


Lisa McGarry

Lisa has worked in the tax & accounting industry for over 15 years. She is passionate about growing small to mid-sized companies, to the point that clients say it’s “in her DNA”. In her free time, she mentors startup entrepreneurs to help them get started on the right foot.

CALL | 214.808.1280

strategic partner

Jasen Stine

Jasen has been in the tax and accounting industry for over 20 years and is responsible for setting training and education strategies at Intuit. He is a thought leader, writer, and speaker on the 4th industrial revolution and AI’s impact on the profession. He is a published author in Accounting Today and in Intuit’s Tax Pro Center. He also recently implemented Natural Language Processing technology in Intuit’s educational programs that is currently pending patent.


Let us manage your finances while you manage your growth.  Our initial consultation will help determine whether or not we’d make a great team!

Proficient Financial Management

Transform client workflows with technology in order to help them focus on core business.