Fractional CFO leadership, strategic financial analysis, business consulting, tax, and assurance services. Every engagement is designed around one question: what does this business actually need to grow and thrive?
Executive financial leadership, scaled to your business, without the full-time overhead.
Get StartedMost small and mid-sized businesses cannot justify a full-time CFO salary, but they need CFO-level thinking. Our fractional model provides exactly that: strategic financial leadership on a flexible engagement that fits your stage and budget.
With a decade of healthcare CFO experience and deep expertise in cash flow management, Grayson Bly leads our CFO practice with a bias toward action and measurable outcomes. We build financial systems that inform decisions and drive growth.
Business owners scaling past $1M in revenue, healthcare organizations, nonprofits managing complex grants, and any company preparing for a transaction, capital raise, or leadership transition.
Clear answers from your numbers, so every major decision is backed by data.
Get StartedYour financial statements tell a story, but only if someone is reading them strategically. We dig into your numbers to uncover where you make money, where you lose it, and what levers will have the biggest impact on profitability and cash.
Whether you are weighing an expansion, pricing a new service, evaluating a large purchase, or simply want to understand why the bank balance does not match the profit, we turn complex data into clear, actionable recommendations.
Owners facing a major decision, businesses with growing revenue but shrinking margins, and leadership teams that want to manage by the numbers instead of by instinct.
Stronger accounting and operations, so your business runs smoother and scales with confidence.
Get StartedMany growing businesses outpace the systems that support them. We work alongside owners and managers to assess and strengthen the accounting and operations functions of the business, from how transactions are recorded to how work flows across the team.
With hands-on experience in healthcare, construction, manufacturing, nonprofits, and real estate, our team understands how operations drive the numbers, and how the right processes give you better information with less effort.
Businesses that have outgrown their current processes, owners who want reliable financial information, and organizations preparing for growth, financing, or an audit.
Proactive tax planning that minimizes liability all year, not just at filing time.
Get StartedOur approach to tax is strategic, not reactive. We build tax plans around your personal and business goals, identifying every legitimate opportunity to reduce liability before it becomes a bill. With Ashley Stout's expertise in multi-state tax authority engagements and Richard Embertson's 30-year foundation in complex individual and business returns, we bring a depth most firms cannot match.
We serve businesses, self-employed individuals, real estate investors, trusts, and estates, navigating federal, Oregon, California, and multi-state complexity with precision.
Business owners, real estate investors, high-income earners, and individuals with complex multi-state or multi-entity situations who want more than a return. They want a strategy.
Independent, CPA-prepared financial statements your lenders, boards, and stakeholders can rely on.
Get StartedBanks, bonding companies, grantors, boards, and investors often require financial statements prepared or examined by a CPA. We help you choose the right level of service for your needs and deliver it with care, clear communication, and minimal disruption to your team.
An audit provides the highest level of assurance, a review provides limited assurance, and a compilation presents your financial information in proper financial statement form. We will walk you through which one your situation calls for.
Businesses with loan covenants or bonding requirements, nonprofits and grant recipients, and organizations whose boards or investors require CPA-prepared financial statements.
Every engagement begins with an honest conversation about your situation and your goals. No sales pressure. No jargon. Just clear thinking.
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