We combine and customize solutions as unique as our clients and as distinct as their needs.


  • Fill a temporary staffing gap
  • Get assistance with a project
  • Or receive ongoing assistance & service 

Let us custom-craft services & solutions to best meet your needs.


Our memberships and certifications include:


  • Certificate in Nonprofit Management, Duke University
  • Business Coaching Certificate, NC State University
  • Certified Public Accountant (CPA)
  • Chartered Financial Analyst (CFA)
  • Certified Management Accountant (CMA)
  • Certificate in Investment Performance Measurement (CIPM)