Get to know us
We are seasoned accounting professionals who have built our careers by developing complementary expertise and a shared commitment to helping businesses achieve financial success. While we each serve our clients independently, our years of collaboration have created a unique foundation of trust and mutual support that enhances the service we provide.
We've seen it all – from late-night month-end closes to celebrating accurate audits, from untangling messy books to implementing sophisticated financial systems that scale with ambitious growth plans.
We're not just number crunchers; we're strategic partners who understand that behind every financial statement is a business owner with dreams, challenges, and goals. Whether you need fractional CFO services, or comprehensive accounting, you're getting a team that's been perfecting the art of financial stewardship together.


Our vision
Our goal is simple: to be the trusted financial partners who help you build a stronger, more profitable, and strategically sound business. We measure our success not just in balanced books, but in the growth milestones, confident decisions, and peaceful night's sleep we help our clients achieve.
Our team
With decades of combined experience, our talented team brings expertise and leadership to every client engagement. Founded by Katy Kavanaugh, who has progressive experience as a Controller, VP of Finance & Accounting, and CFO, our firm understands the financial challenges businesses face at every stage of growth.
Katy has overseen complex operations from budgeting, forecasting, audit coordination, tax compliance, and financial reporting for executive leadership and boards. She has successfully managed teams to ensure accuracy, efficiency, and compliance while implementing advanced systems and applications to optimize processes and reporting. Her experience includes building strong banking, lending, and merchant service relationships, as well as guiding organizations through audits and regulatory requirements with transparency and precision—expertise that translates into clear, actionable insights for every client.


Katy Kavanaugh
Co-Founder, CFO


Brittany Derr
Co-Founder, CPA
Brittany Derr brings specialized expertise as a CPA, Senior FP&A Director, and State Auditor, providing our clients with rigorous analysis and regulatory insight. Together, we deliver comprehensive financial solutions with meticulous attention to detail, helping businesses make informed decisions and achieve sustainable growth.
Brittany has led company-wide budget processes, built comprehensive cash flow forecasts, and delivered actionable variance analyses that align resources with strategic goals. Her background in financial planning and analysis spans cash management, budgeting, forecasting, and board-level reporting, giving clients the clarity they need to make confident decisions. Her experience managing regulatory compliance and multi-state employment tax requirements ensures businesses receive both the strategic insight and operational precision needed for sustainable growth.
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