Your Fractional CFO, Finance & Accounting Team
Our team of experts love of accounting and finance. This is why we do what we do. Our dedication to our client's success is why we do it so well. We see our clients as our partners. Our client's challenges, ambitions, and vision become our own. We understand our client's need for an outsourced CFO, finance expert or accountant, as well as what actionable insights can do for their business growth.
Founder & Managing Partner
Drew is dedicated to helping small and medium-sized businesses understand their financials, save money, and grow sustainably. He has an enthusiasm for understanding "the numbers," the operational truth behind them, and how to continually drive better results for his clients. He is an expert in providing actionable insights through intuitive and connected accounting and finance.
Drew has extensive experience in the financial and accounting realm within the following sectors: traditional and renewable energy, industrial manufacturing, software/SaaS, services, consumer goods, tech-enabled services, construction, and food.
Drew is an avid artist, mountain biker (he rides nearly every day) and enjoys everything that The Promised Land (aka Colorado) has to offer.
Specialties: strategic planning, financial leadership, and cash flow management.
Ask me about: how I mountain bike with no depth perception
Partner & VP of Finance
Combining a Russian-instilled love for math with passion for fostering sustainable growth, Yana has focused on helping companies scale successfully. Yana has years of rigorous training within the financial sector and has forged a strong analytical foundation and expertise in Excel modeling, company valuation, process improvement, and fundraising.
Yana is professionally fluent in Russian, English, and Spanish. She has extensive experience working with and within international markets. Yana holds a dual Master of Science degree in Corporate Finance and Accounting from Boston College. Her master's thesis focused on corporate social responsibility (CSR).
From summiting Kilimanjaro, to surfing in Costa Rica, to cave diving in Borneo, Yana is an avid outdoors lover and always open to new adventures.
Specialties: financial planning and cash flow analysis, enterprise resource planning, internal controls and processes improvement, grant accounting, non-profit building, and team building and cultivation.
Hidden talent: mushroom hunting
Director of Accounting
Valerie received both a Bachelor’s and Master’s degree in Accounting from the University of Florida. Her concentration while in school was in auditing and she graduated with honors. During the next 15 years, Valerie continued to hone her skills as well as became a certified public accountant (CPA).
After building a solid foundation at PwC, she followed her interest in working with small companies to help them grow and scale. Valerie finds particular challenge and fulfillment in working with small businesses in the consumer packaged goods (CPG) industry. She has spent more than half of her career thus far specializing in this area.
Valerie lives on a farm in Longmont, Colorado with her partner who is a musician. They are joined by multiple four-legged friends, including her beloved horse Immy, whom she takes on rides to relax after a long day of spreadsheets. Valerie is also a certified Kundalini yoga teacher and tries to bike ride nearly every day. She finds that balancing intense work with grounding practices is the key to excellence.
Specialties: forensic accounting, IPO preparation, raising funds, company audits, cash flow, and budget forecasting.
Hidden talent: Kirtan chanting
Director of Accounting Operations
With over ten years of experience with startups and large companies alike, Drew has a passion for helping clients navigate the intricacies of accounting and automating the business cycle. He specializes in implementing simple, scalable processes that alleviate financial complexities.
Drew's career has spanned technology, telecommunications, consumer electronics, manufacturing, pharmaceuticals, and healthcare, which gives him a wide perspective to handle complex issues.
A fervent traveler, Drew has lived in Switzerland, Spain, France, and Mexico, but has happily settled into life in Colorado with his wife and two young sons.
Specialties: financial accounting, operations accounting, financial planning and analysis.
Ask me about: When I cycled from Paris to Nice once.
Director of Accounting
Steve has more than 30 years of experience guiding small and mid-sized businesses. His experience ranges from working with service-based companies to software developers, manufacturers, and retailers. Steve has experience in cash flow modeling; strategic business planning; budgeting; accounting systems; financial reporting system improvements; accounting and enterprise resource planning (ERP) software installations.
Steve is a certified public accountant (CPA) in the state of Colorado and earned his Bachelor’s of Science in Accounting at the University of Colorado. He has worked and lived in Germany and is proficient in the German language.
In his spare time, Steve enjoys walking, hiking and has a budding hobby of playing blues guitar.
Specialties: accounting systems and software improvement, strategic business planning, and cash flow modeling.
Kathy studied accounting at the University of Washington before relocating to New York City where she began her career as a Treasury Analyst for Lehman Brothers. After taking a decade off to raise her young children, she returned to school. She graduated with honors from the University of Phoenix, earning a degree in Finance and Business Management and has since become a QuickBooks certified ProAdvsior. She has spent the past six years providing accounting support for small to mid-size companies. Kathy is dedicated to providing accurate and relevant financial information to companies to help them better understand their business.
Kathy lives in Frisco, Texas with her husband, children and four-legged friends.
In her free time, she enjoys reading, youth sports, and spending time with family and friends. When not in Texas, she can often be found vacationing in Breckenridge, Colorado.
Specialties: internal controls, process improvement, financial analysis, and management reporting.
Hidden talent: supermom of three children, two stepchildren, and four furbabies
Carrie is a seasoned accounting professional with extensive experience working with high growth and start-up companies. A proud Colorado native, she graduated Summa Cum Laude from Regis University and spent her career honing her skills with Colorado enterprises. She has worked as a Controller in both the software as a service (SaaS) and energy industries including Cognizant and BioFuel Energy Corp. During that time, she built financial and operational reporting, internal controls, key performance indicators (KPIs), and managed SEC reporting.
Carrie has a knack for using technology, she loves the challenge of building financial reports and automating processes. Carrie lives in Thornton, CO with her husband, son. In her spare time, she enjoys pilates, reading and gardening. When not in Colorado, she can be found visiting family and friends in North Dakota.
Specialties: SaaS and CPG accounting, SEC reporting and system integration.
Hidden talent: playing piano. My teachers loved me because I have very long fingers and can reach an octave + 2 keys!
With more than 15 years of accounting and finance experience in a small business context, Charlie has provided a wide variety of services in the Denver and Boulder areas of Colorado. These include financial management and support, bookkeeping, accounting, payroll, implementation and management of retirement plans and benefits as well as data reporting and analysis.
Charlie earned both an MBA in finance and an undergraduate degree from the University of Colorado.
He is passionate about solving finance-related problems and helping business owners better understand their numbers in order to achieve smart growth.
When not tackling financial analysis, he's often found hiking one of Colorado's epic "14ers" -- the peaks surpassing 14,000 feet.
Specialties: cloud-based financial systems, inter-company accounting, insurance, and sales tax.
Hidden talent: oil painting and playing guitar.
Max grew up in a family of accountants, instilling a passion for analyzing the numbers, which had become a second language for him. Naturally, he graduated with a Bachelor's of Science in Accounting with Honors from Elon University. Max specialized in auditing and initially worked as an internal auditor for Volvo, Group Truck Operations, and then transitioned to a small accounting firm handling everything from daily bookkeeping, tax preparation, and small business audits.
Max spends his free time maintaining his family's 1700's historic farm in Maryland. He also indulges in all things creative from music production to photography/cinematography to painting to graphic design.
Specialties: accounts receivable, accounts payable and account reconciliations, payroll processing, QuickBooks online integrations.
Ask me about: the time I proposed to Selena Gomez for a band marketing stunt.