Big-Firm Expertise. Boutique Attention.
You don't need another distant consultant; you need a partner who sits on your side of the table. We combine deep industry experience with modern technology to build financial structures that scale with you.
10+
Years of Strategy
Bringing big-firm financial leadership and strategic expertise to the small business sector.
2
Core Focus Areas
Specializing exclusively with Non-Profits and Small Businesses.
100%
Mission Alignment
Strategies built to secure your legacy, not just manage your books.
24/7
Financial Clarity
Always-on access to your data through modern dashboards.
The Principles That Guide Our Craft.
We don't just crunch numbers; we engineer stability. Here is the code we follow to build stronger financial futures for our clients.
Stewardship
We don't just manage funds; we protect legacies. We treat your resources with the same care and rigor as our own, ensuring every dollar supports your goals.
Craftsmanship
We believe in custom-building financial strategies that fit the unique contours of your organization, not a "one-size-fits-all" model.
Modern Efficiency
We respect your time by using the best tools available. We leverage AI and automation to deliver faster insights and cleaner data than traditional firms.
We don’t just advise. We build.
Partner with a team that treats your finances like a blueprint. We combine the precision of a craftsman with the speed of modern technology to help you scale.
Kisean Smith founded this firm on a simple premise: non-profits and small businesses deserve the same high-level strategy as major corporations. Bringing a builder’s mindset to finance, he combines technical precision with a personal dedication to your mission’s success.
