Company Overview
About Dan
Dan began his career as a chemist but soon found his way to finance post-Business school and now is on to doing numbers like a ninja. He loves making financial models for all sorts of uses. He is an aspiring pickleballer, drummer, and meat-smoking enthusiast. He has spent nearly 20 years with large companies, and is passionate about helping small businesses make their finances easy to understand with clear reporting and actionable insights.
About Luke
After years in both public and corporate accounting, Luke made the decision to take back control of his time and build something more meaningful. His passion is helping small businesses reduce the burden of complex financial management—so they can stay focused on their mission. Luke’s a husband, dog dad, and avid Sports fan.
Why We Started this Company
We've been friends for more than 20 years, and share a joint passion for finance. We use our complementary experience to help small businesses understand their financial position through clear, simple reporting, and help deliver profitable growth by offering actionable insights.
The Mission That Drives Us
Our mission is to empower small businesses by delivering accurate, transparent, and reliable financial services through true partnership. We are dedicated to helping our clients confidently navigate their financial landscape, enabling them to make informed decisions and achieve sustainable growth.
Core Values That Guide Us
Accuracy
We commit to precision and attention to detail in every financial record and report.
Simplicity
We explain financials in every day speak, without using complicated jargon like debits, credits, and ledger.
Responsiveness
We maintain open and honest communication, and commit to responding in a timely fashion.
Forward-Thinking Financial Services
Our team delivers detailed bookkeeping and financial guidance so you can focus on growth. Explore our services to empower your business today.