Experienced CFOs
Built for Growing Businesses.
We help companies navigate growth, clean up complexity, and make better financial decisions when it matters most.
Most of our clients come to us at the same point. The business is growing, but the financial picture isn’t keeping up. Reporting is unclear. Decisions take longer. Opportunities get missed.
We step in to bring structure, visibility, and direction so you can move faster with confidence.
Jessica Cohen
CPA - President
Jessica is a results-driven CFO focused on helping businesses scale with clarity and control.
She specializes in leading financial transformations across complex organizations, implementing real-time reporting systems, improving margins, and creating the structure needed to support growth.
Known for moving quickly from insight to action, Jessica works closely with leadership teams to align financial strategy with operations. Whether optimizing pricing, improving cash flow, or preparing a business for its next phase, she brings a practical, hands-on approach that drives measurable results.
ENGAGEMENT PROFILE: $5M–$50M+ in revenue, navigating rapid growth, complexity, or transition
Jason E Cohen
CPA - Vice President
Jason brings a strong foundation in accounting, financial strategy, and operational execution.
With more than 25 years of experience, he has guided companies through audits, capital raises, and complex financial transitions, always with a focus on accuracy, clarity, and forward-looking insight.
His background as both an operator and advisor allows him to build financial systems that not only report performance, but actively support better business decisions.
ENGAGEMENT PROFILE: $1M–$15M in revenue, building financial structure, visibility, and reporting discipline
Let’s Get Clear on Your Business
If you’re growing but don’t have full visibility into your numbers, we should talk.
What You Can Expect
Clear, reliable financial reporting
Practical guidance, not theory
Faster decision-making with better data
A partner who understands how businesses actually operate