a person riding a wave on top of a surfboard

Empowering your business through data analytics

Optimize your financials and drive growth through informed decision making

snow covered mountain
snow covered mountain
From the very beginning, Teddy took the time to understand the unique needs of my business and provided tailored solutions that truly made a difference

- Matt McCoy Owner 1937 Brands

We will work together and take your business to the next stage

Experienced in detailed financial analysis and creating customized solutions to achieve your business goals.

We provide tailored business and financial analysis services.

  • Customized Reporting Dashboard:
    A reporting and analytics dashboard tailored to your business and KPIs

  • Business and Financial Analytics

    Build various analysis tools and models to help your team make informed business decisions, with a fiscally responsible mindset

  • Financial Planning and Analysis

    Model your financial fiscal/strategic plan for success and track against your goal

  • Part Time CFO Service

    A financial consultant for new business projects, strategic initiatives, and financial planning.

green trees
green trees