The people doing the work

Fifty years of financial judgment, in two people

One of them ran her own firm for twenty years. One of them ran enterprise programs for the federal government. Between them they decided the standard way of doing this costs owners too much and delivers too little.

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Mary Givens

Partner and Chief Executive Officer

Mary ran her own firm in Los Angeles for more than twenty years. She started working with clients remotely in 2006. Then she flew back every month for ten years, because she would not let distance become distance.

Every close is read by a senior accountant on our team before the memo goes out. Two sets of eyes have been through your month before you see it.

She is direct, and she will tell you when she thinks a decision is a bad one. Clients tend to name that as the reason they stayed.

Lily Eskanos

Partner and Chief Operating Officer

Lily holds a doctorate. She spent years running large programs for the federal government, on budgets most businesses never see.

She runs operations, oversight and compliance. The delivery model is hers: who does what, in what order, on what schedule, and who checks it before it reaches you.

She also made the call that changed the economics. Credentialed accountants enter and sort your transactions. Judgment shapes the data up front, rather than cleaning it up later.

Why the firm is built this way

Most firms put the least experienced person closest to your data

Someone junior enters the transactions. Someone else closes the month on top of that. Pay for a third tier and someone senior finally tries to reason about what the first two produced.

Every error at the bottom survives all the way to the top.

We run it the other way round. Credentialed accountants groom the data, so the review reads a close that was built right. It also turns three vendors into one, which is most of why the price works.

How we operate

Four things we hold to

Fixed fee, never hourly. You should be able to pick up the phone without calculating what the call costs.
Deadlines, not desk hours. Most of our team are working parents. Nobody is measured on when they were online. They are measured on whether your close landed when we said it would.
We tell you when we are not the fit. Including when your industry is one we would be learning on your time.
You always know who reviewed your books. The review is a named person and a written artifact, every month, whether or not anything is wrong.

Talk to us

Twenty minutes on your business and the state of your books. You get a straight read on their condition either way.

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