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About us

Our firm is one of the select few, nationwide, that have achieved certification in Profit First. What does this mean for you? In addition to our advisory services, we will guide you with the methods to greatly increase the profitability of your business. Of course, we will guide you through the business challenges you face - but you should expect that from any advisor you hire. We also address the most important factor for any business - maximizing your profits. To-do lists that require you to change your behavior have proven to be extremely ineffective. Our process puts "behavioral guardrails" in place that allow you to achieve your objectives by NOT changing yourself. The result is fluid, comfortable growth, and increased profits. Book a call for a free consulting session to find out how using the Profit First method can increase YOUR profits! No strings attached.

Leslie Liondas, CPA, CFE, CB

Lynn Brannan

Chelsea Ryan

Danielle Harrison

Megan Horton

Gretchen Horton

Peyton Brannan

Mike Michalowicz - Adviser & Lead Profit First Strategist

Mike is the entrepreneur behind three multimillion dollar companies and is the author of Profit First, The Pumpkin Plan and what BusinessWeek deemed the entrepreneurs cult classic, The Toilet Paper Entrepreneur. He is a former small business columnist for The Wall Street Journal, speaks internationally on entrepreneurial topics, and is the creator of the Profit First method. Mike is an active adviser on Profit First to our firm.