Who We Serve

We offer a unique blend of experience and flexibility to serve a wide range of clients, from established healthcare providers to enterprising startups.

Stable or Growing Businesses and Startups

Businesses looking for strategic financial guidance - contractors, manufacturers, retail, wholesale and distribution firms, professional service firms

Non-Profit Organizations

Non-profits of all sizes, including private schools, human services, children's services, trade associations

Healthcare Providers

Community health centers, Federally Qualified Health Centers, senior living facilities, home health providers, physician and dental practices

Tailored To Your Needs

We are passionate about helping businesses of all sizes achieve their financial goals.

Fractional CFO

Our fractional CFOs provide strategic financial leadership, helping you navigate complex financial decisions, optimize cash flow, and develop data-driven growth strategies.

Accounting Solutions

We ensure accurate and timely financial records, generate insightful reports, and streamline your accounting processes, freeing up your valuable time and resources to focus on core business activities.

Consulting

Our experienced consultants combine financial acumen with strategic thinking to identify opportunities for growth, develop actionable plans, and guide you through challenges like mergers and acquisitions or navigating regulatory complexities.

We're here to bridge the gap

Mission

Our mission is to provide people and their organizations the experienced financial leadership resources they need when they need it. We will always strive to lead by example.

Values and Culture

We are a company that insists on being there when you need us. We’ll always apply an abundance of integrity, with a passion for responsiveness and necessary insights for our clients.​

Our Collaborative Approach​

Consultation

We start by getting to know your business and understanding your unique challenges

Customized Solutions

We develop a plan tailored to your specific needs and goals.

​Partnership

We work closely with you to ensure successful implementation.

About the CEO

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W. Karl Baker, CPA: A Seasoned Financial Leader. W. Karl Baker brings over 30 years of experience serving a diverse range of clients. From healthcare providers (hospitals, nursing homes, etc.) to non-profits and startups, Karl has a proven track record of success.
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His expertise spans various financial services, including interim CFO and controller roles, process improvement, strategic planning, financing assistance, commercial lending, and more. Karl is also a frequent speaker on industry topics and actively involved in his community, serving on the boards of non-profit organizations. Karl is currently on the Board of Trustees of the USS Constitution Museum in Charlestown, Massachusetts.  He is also the Chair of its audit committee.

​Karl is licensed as a CPA in Missouri and Massachusetts.