About Us


Your very own chief of finance, operations & technology

You might think those are the boring parts of business - the parts that you just want to work, magically - well, those are the parts we love. And we believe that if they are boring or tedious, then you're probably not doing it right. 

Your financial information and data should be available in real-time, at your fingertips, so you can make better decisions to drive your business forward, faster. Having the right technology in place makes that a reality.  It takes the headache out of the administrative part of your business and makes it easy - so you can do the parts of your business that you love. 

We're a remote, boutique advisory firm

That means that we skip the traditional office space and operate in the cloud, from wherever we happen to be in the world. It means we can run a more efficient, automated business - which means we have way more time to devote to our clients. 

Our mission is to help you grow your business-
without screaming in frustration

Our goals are your goals - that sounds cheesy, but it's true. We exist to support passionate, dedicated entrepreneurs in their pursuit of excellence (and world domination). 

Our seamless and transparent process takes the fear and uncertainty out of trying growing your company. You can relax and know that someone has your back.

Our Core Values


+ Be Curious

All successful entrepreneurs have one thing in common - curiosity.

We're always asking, "why" - and you should be too. That's how you know what you're doing is working or not.

+ Be Supportive

Our goals are your goals. We exist to support and empower entrepreneurs to take control of their business, to understand their data and to use it to make better decisions.

Being a business owner can be lonely. At those moments, when you're feeling completely alone, and worn out, and you have to make yet another decision about the future of your business, and you're wondering why on earth you quit your safe 9-to-5 to do this, we aim to be the place you can turn.

We're in this together, now - you are not alone.

+ Be Efficient

Work smarter, not harder might be a cliche, but it's still legit.

Technology exists for a reason. To make your life easier. The best part about technology is that it can be used to automate all that stuff that you don't like doing. Yay!

We're here to help you use technology to work smarter, more efficiently and stop working so many damn hours.

+ Be Clear

Our clients should always know what to expect and have a full understanding of their business and operations.

That's why we publish our pricing, we talk about our process, and we stay away from technical or accounting jargon.

Our Team 

(And yours)


Susan Boles

Best business advice

Always have a feedback loop

Can't live without

My to-do list

Favorite part of business

The "boring" stuff - managing the money and refining systems to make them more efficient

Susan is an experienced Chief Financial Officer with an MBA in Entrepreneurship, and 15 years of experience in business intelligence and accounting and 12 years of experience owning and operating businesses in a variety of industries.

Susan loves checking out new technology and software, trying to find new and better solutions for our clients. She'll go down the wormhole with you to discuss the latest and greatest apps and the benefits of various accounting software packages (if you're into that sort of thing). 


Josh Boles

Best business advice

Every business is about the people.  Take care of the people and the everything else will follow.

Can't live without

My phone

Favorite part of business

Working with clients

Josh loves people. That's what he does, and who he is. He has a long (and getting longer) Air Force career as an instructor and trainer - some students have even said he's the best one they've ever had.  

He's run a bar, a guest ranch, a weapons range and multiple running stores. 

Josh is our HR and management expert, and a people & process powerhouse.