We are dedicated CFOs and Trusted Advisors, helping entrepreneurs thrive in family, business, and legacy.

We provide clear, confident, and capable support via strategic planning and proactive implementation.

Our specializations

Peace of mind,
Power & Freedom

The foundation of peace of mind is integrity. Integrity is basic workability. First, there is design integrity, then, implementation integrity. When your system is designed, implemented, and operates with integrity, you know where you are at any moment, which gives you the power and freedom to make strategic decisions.


Create unique processes and systems. Streamlining, integrating, and automating your entire operations.


Plan, implement, and monitor continuously, celebrating milestones and accomplishments.


Plan with a long term and holistic point of view, creating and fullfilling your “story.”

We are 100% digital,
paperless, global,
and virtual.

Over 60 Companies are already experiencing Peace of Mind, Power, and Freedom

Try It Yourself: Book a Free 30 minute Strategic Discovery Session via Zoom Video Meeting.

Quickbooks Proadvisor online




Your business is your passion, your unique ability, and your team's unique ability, and you and your team's self expression. We listen to you and your team to understand you and your business first, then start to plan and design your strategies, processes, and systems.


Once we understand your unique ability, business, and circumstances, we dig deeper into the fundamental problems, needs, and goals, what ever nature they might be. We will work with you collaboratively to discover and develop fundamental solutions.


Piecemeal solutions can only solve one problem and create another problem. We look all aspects of the issue, and develop a comprehensive solution that will fullfill all your unique desires holistically. We look beyond your company, and your community. We look globally to find comprehensive solutions.

Lasting Solutions to Build a Self-Managing Company

Today's world is fast growing with continued globalization, digitalization, automation, specialization and integration, we stand at 3 years ahead to develop today's solutions and we must review and continue to develop over time. The goal is to help you to develop a "self-managing" company through innovation, technology, collaboration, and system and team development.

The clients we love to work with are bold, creative, visionary entrepreneurial leaders.

“Until one is committed, there is hesitancy, the chance to draw back, always ineffectiveness. Concerning all acts of initiative (and creation) there is one elementary truth, the ignorance of which kills countless ideas and splendid plans: that the moment one definitely commits oneself, then Providence moves too. All sorts of things occur to help one that would never otherwise have occurred. A whole stream of events issues from the decision, raising in one’s favor all manner of unforeseen incidents and meetings and material assistance, which no man could have dreamed would have come his way. I have learned a deep respect for one of Goethe’s couplets: Whatever you can do or dream you can, begin it. Boldness has genius, power and magic in it!”

– W.H. Murray

Clients' Stories

Our small, focused, and experienced team focuses on listening to our clients stories and articulating it in financial reports and system designs. Here are some examples.

MobIQ Technologies

MobIQ Technologies are led by a group of academic scientists pioneering NextGen Mobile network architecture, analytics, computing, and security. We worked with the founders to understand the financial reporting and management needs. And designed the accounting system, set up both accounting and payroll system and maintained its system proactively.

The intergrity in system and reporting helps the company to maintain credibility for the America's Seed Fund.

Saya Life

Saya Life uses IoT technology to provide real time control of water systems to monitor flow and prevent damage caused by leaks. We designed the system to keep track of its research cost, manufacturing cost, and client project costs.

The "story" is easy to understand when appling for Research and Development credit.

Veterans Legal Institute

VLI provides legal assistance to veterans so they get the benefits they deserve. We provide proactive auditing for the VLI that upholds the organization's commitment for integrity, transparency, and accountability.

This supports the organization to bring abundance funding from the government, foundations, and the public.


We are here together working with you to create a sustainable, loving world.

“One of the great revelations of the Space Age has been the perspective it has given humanity on ourselves. When we see the earth from space, we see ourselves as a whole. We see the unity and not the divisions. It is such a simple image with a compelling message. One planet. One human race.

We are here together and we need to live together with tolerance and respect. We must become Global Citizens. Our only boundaries are the way we see ourselves. The only borders, the way we see each other.

I have been enormously privileged through my work to be able to contribute to our understanding of the universe but it would be an empty universe indeed if it were not for the people I love and who love me. Without them, the wonder of it all would be lost on me.

Let us fight for every woman and every man to have the opportunity to live healthy, secure lives, full of opportunity and love.

We are all time travelers, journeying together into the future. But let us work together to make that future a place we want to visit.

Be brave, be determined, overcome the odds. It can be done.”

Professor Stephen Hawking
Final Message to Humankind



How to Create Integrity in Financial Management