Your Fractional CFO, Finance & Accounting Team
We’re made up of smart, driven, and diverse experts who love accounting and finance. It's why we do what we do, and do it well.
Our teams are partners in our client's success: their challenges, ambitions, and vision become our own. We understand our client's need for an outsourced CFO, finance or business expert, 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
Education: B.S., Business Administration
Ask me about: how I mountain bike with no depth perception
Mike is an expert in the systems, methods and procedures to produce healthy organizations. His passion for fostering these organizations stems from his belief of their resounding impact on not only the companies and employees, but also the households that they represent.
He began his career with Citigroup, where he led the team responsible for decentralizing U.S. operations functions – thus creating the first-ever, localized customer service programs throughout Latin America and Europe. Subsequently, he served in numerous leadership roles in telecommunications. Most notably, leading the team responsible for deploying over $300M in capital to create a nationwide retail distribution channel for AT&T after it acquired McCaw Communications. This expansion (from 220 locations to 1,300+ locations) helped increase the carrier's brand presence while growing revenues, creating jobs and improving customer retention. Most recently, Mike was COO for CampMinder, an industry-leading SaaS service provider. While COO, he contributed to the development of a world-class employee engagement score and client net promoter score.
A native of New York and former resident of Florida, Mike now calls Boulder, Colorado home. He is an active volunteer with the Colorado Chautauqua Association.
Hidden talent: Mike is of the belief that he's the world's greatest uncle and is currently compiling the KPI and metrics to support this claim.
Vice President of Finance, Accounting & Client Services
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 PricewaterhouseCoopers (PwC), she followed her interest in working with small companies to help them grow and scale. Valerie finds a 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. She has worked for large companies in the CPG industry such as Wild Oats, Whole Foods Market and more.
Valerie lives 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. 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 reporting & analysis, cash flow management, budgeting, operations/managerial accounting, inventory, process development, payroll
Education: B.S. in Business IT and International Affairs, International MBA
Ask me about: that one time when I cycled from Paris to Nice.
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.
Education & certifications: B.S. in Business Management with concentrations in Accounting & Finance, QuickBooks ProAdvisor, Dale Carnegie Leadership Training for Managers
Hidden talent: supermom of three children, two stepchildren, and four furbabies
Dana White has over 10 years experience in financial reporting/analysis, process improvement, and project management. She has worked in a diverse group of industries including business consulting, telecommunications, banking, utilities, government and biotechnology.
Dana’s career has been split between the public and private sectors, from providing business advisory services with Arthur Andersen and KPMG, to Finance Director and Controller roles in a number of organizations and a variety of industries. Her roles have allowed her to gain experience in areas beyond financial accounting, including HR, payroll, systems implementations, risk mitigation, and strategic planning. Helping organizations take their business to the next level by developing processes and leveraging technology is one of the most rewarding parts of her career.
She attended college at Colorado State University and obtained her BSBA and MBA in Accounting. Shortly after graduation she also obtained her CPA and CFE certifications.
Dana enjoys the mountains, the four seasons and everything else Colorado has to offer, but the best part is sharing it all with her young son.
Specialties: financial reporting & analysis, project management, budgeting & forecasting, system implementations, process development, forensic accounting, internal controls, auditing, risk management, HR, payroll
Education: MBA and B.S. in Accounting
Ask me about: my home remodeling skills.
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: financial accounting & analysis, reconciliations, AR/AP management, payroll
Education and certificaitons: B.S. in Accounting, Excel Data Analysis Certification
Ask me about: the time I proposed to Selena Gomez for a band marketing stunt.
Mary brings over fifteen years of experience working with both small businesses and large corporations alike. With experience in the manufacturing, security and construction industries, she utilizes her Bachelor of Science degree from the University of Colorado to apply her analytical background in mathematics and science to the world of finance. Mary specializes in establishing proven processes to ensure the highest standard of accuracy and scalable growth along with excellent customer service.
As a Colorado native, she enjoys spending her spare time camping and hiking in the Rocky Mountains unless she can sneak away to the ocean to enjoy her true passion, which is scuba diving with sharks.
Specialties: financial accounting, ERP implementation, payroll processing, project management, HR
Education: B.S. in Biology with emphasis on Mathematics & Finance
Ask me about: the time a blue heron made a visit to my yard and stole 3 of my koi fish for his dinner.