Industries we Serve

  • We partner with healthcare organizations — from surgery centers to multi-site medical groups — to bring clarity and control to financial operations. Our work includes KPI development, margin analysis, and reporting packages that help leaders improve patient outcomes while managing costs.

    Select Clients: Stanford Medical Hospital, Kaiser Permanente, HCA Florida Mercy Hospital, Golden State Dermatology

  • With hands-on experience supporting $200M+ manufacturing and consumer goods companies, we deliver forecasting models, cost center alignment, and dashboards that keep operations efficient and competitive. From plant-level reporting to enterprise-wide budgeting, we build tools that drive profitability.

    Select Clients: Levi’s, Perricone MD, Monvera

  • Non-profits require accuracy, transparency, and compliance. We streamline month-end close, improve reconciliations, and build reporting tailored for boards and grantors. Our solutions help mission-driven organizations focus less on spreadsheets and more on impact.

    Select Clients: United Way, Hospice By The Bay

  • Fast-growing startups and tech companies need finance systems that can scale. We design reporting structures, automate dashboards, and create scenario models that help founders and executives navigate growth, funding, and investor expectations with confidence.

    Select Clients: Dropbox, Jyve, PG&E

  • We support oil and gas businesses—from Wellhead equipment manufacturers to service providers like Sentry Wellhead Systems—by delivering financial clarity through KPI strategy, margin optimization, and customized reporting to help teams confidently manage high-pressure operational realities.

    Select Clients: Sentry Wellhead Systems, Integrated Equipment Inc.

  • With deep experience partnering with pipeline and coring specialists like TS Upsetting & Threading, we bring structured financial leadership—streamlining operations, cost controls, and reporting for precision manufacturing and tubing workflow environments.

    Select Clients: TS Upsetting & Threading Services, US Coring LLC

  • Drawing from experience with financial services firms like New Century Financial, and equipment rental leaders such as Genco Energy Services, we empower organizations with tailored cash flow strategies, capital efficiency, and reporting systems suited to both lending and on-the-ground services scenarios.

    Select Clients: New Century Financial, Genco Energy Services

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