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Meet the Team
Our team consists of experienced CFOs, tax specialists, and compliance professionals dedicated to guiding businesses through complex financial landscapes.
David Lawson
Managing Partner
David Lawson
Managing Partner
CFO & Financial Strategist with 18+ years of experience in corporate finance and bank financing support.
Rachel Carter
Senior Compliance Auditor
Rachel Carter
Senior Compliance Auditor
Specialist in SOC audits and risk management for businesses.
James Reynolds
Federal Tax Consultant
James Reynolds
Federal Tax Consultant
Expert in federal tax compliance and strategic tax planning.
Lisa Morgan
Banking & Lending Advisor
Lisa Morgan
Banking & Lending Advisor
Helps businesses secure funding through financial analysis and lender negotiations.