Let's supercharge your

Strategic vision

Make faster decisions with clarity and confidence

Scale + growth plans

Optimize data flow to accelerate growth

In-house finance team

Enhance your team with our finance and technology experts

Enterprise Value

Transform your business to maximize your multiple

We’re great with

Technology Companies

Supporting innovators in AI, fintech, SaaS, R&D, marketplaces, mobile, Medtech, robotics, and more…

Professional Services

We partner with architecture, engineering, creative, consulting, legal, software, staffing, and more…

Inventory-based Businesses

We supercharge the SKU management for D2C, e-commerce, retail, wholesale, 3PLs, and more…

Multi-Entity Enterprises

We serve family offices, franchises, private equity, real estate, venture capital, and more…

Startups

Funded and ready to scale? Let’s go! We help founders tackle every growth stage with confidence.

Nonprofits

Our mission is to amplify the impact of associations, community services, foundations, and more…

View all our solutions

Services

Assessment + Advisory

Know where you stand, how to improve, and where to start

Business Acceleration

Transform your processes, workflows, and tech stack

Transaction Preparation

Navigate and accelerate deals confidently to maximize value

Outsourced accounting

Count on our back-office experts to boost your operations

Fractional CFO

Gain clarity and drive growth with a pro CFO at your side

Technology + Software

Custom tech solutions built for scale, speed, and efficiency

Solutions

Financial Modeling

Plan for growth, manage cash burn, raise capital, test pricing assumptions, and see several steps ahead with keen insights

Data Visualization

Integrate your data across disparate systems into a clear picture that tells a better story with real-time, secure, cloud-based KPI dashboards

Systems Integrations

Streamline operations and accelerate results by connecting your data, systems, and workflows into a powerful single source of truth

ERP Software Implementation

Rev up with ERP systems that empower efficiency and faster decision-making at every level. Go from drowning in spreadsheets to driving growth

Do more with BQE Core

Expert BQE CORE implementation services and custom API integrations that improve accuracy, reduce risk, and free up time

Do more with Boostlingo ii

Custom automation tools are designed specifically for agencies running on Boostlingo ii Interpreter Management System

View all our services

Client Stories

Resources

Patrick Sergott

Partner & CFO

Patrick is an experienced entrepreneur, investor and CFO with a passion for helping businesses achieve their goals by connecting the dots of operations, finance and market forces.

Link to bio

Resources & News Featuring Patrick Sergott

ARTICLE

Think Twice Before Taking a Merchant Cash Advance

Merchant cash advances (MCAs) are an alternative financing tool frequently offered by merchant card processors (such as Stripe, PayPal, Square, etc.) to sm...

Patrick Sergott,

November 19, 2024

News

The Corporate Transparency Act Deadline Is Approaching – So Many Questions...

The following article is a collection of information compiled from several other published sources, but it is not intended to be legal or tax advice. Pleas...

Mark Wald, Patrick Sergott,

February 19, 2025