Our team of qualified professionals stands ready to meet your immediate finance and accounting needs. We have the ability to scale with your group more quickly than most fractional outfits due to our strategic relationships within the space, so if your needs evolve as you continue to grow, we align our resources and team with you.

Any Size Business

Having helped companies from $2 million to $2 billion in annual revenue, we are geared to help companies of any size on a project basis or on an ongoing basis providing finance and accounting support.

From strategic CFO services to daily bookkeeping tasks, we offer support for all levels of the finance and accounting department.

Private equity is famous for its relentless focus on increasing EBITDA, and that DNA is engrained in us as well. Managing expenses to increase profitability is at the core of all that we do.

A structured, well-oiled machine is what we transform finance teams into. If we are the entire finance team for your group, then you have confidence that the reps we have under our belt will bring stability and results to your business.

Trusted by some of the best brands

Meet our Founder

Grant Lippard

Business Coaching

As a finance professional and licensed Certified Public Accountant in California and Utah, I’m passionate about creating value for your business through enhancing company structure, financial reporting, and operational efficiency. My mission is to help you scale and succeed in reaching your next Milepost.

📊 With over 20 years of progressive experience, I’ve honed my finance skills by shepherding companies through financial statement audits, month-end close enhancement, systems implementations, and other project-based initiatives to lower costs in preparation for an upcoming exit or other major event relying on pristine financial statements and reporting.

🏢 My journey began in public accounting in Deloitte’s audit practice in Orange County, CA. There I worked alongside innovative companies and professionals across several industries, including commercial real estate investment funds and development, life sciences and medical devices, consumer products manufacturing and wholesale distribution, high-tech semiconductor chip manufacturing, aviation parts manufacturing, among others. I’ve audited corporate giants to startups, gaining insights into complex financial structures and industry best practices.

🌐 When I left public accounting, I entered the M&A and private equity space working with PE-portfolio companies or privately-held growth companies looking to sell that ranged from $2 million to $2 billion in annual revenue, where I’ve contributed to or led the finance team through successful exits or restructurings. My expertise lies in audit readiness, streamlining accounting functions, change management, and implementing internal controls and automation.

Let’s connect and reach your next Milepost together!