About Us

Mission

To build effective data related business tools for SMBs to aid in scaling efficiently.

Vision

To be nationally recognized as a leading advisory for SMBs, by driving elite business performance through insightful analysis and innovative solutions.

Core Values

Integrity and Transparency

We build trust through honest and clear communication. Our clients can always expect ethical practices and straightforward advice.

Client-Centric Approach

Our clients' success is our priority. We offer personalized solutions tailored to meet each client's unique needs.

Innovation and Improvement

We embrace new ideas and continuously improve our services. This helps our clients stay more proactive than reactive.

Reliability and Accuracy

We provide consistent advisory services. Our clients can rely on us for accurate insights to ignite growth.

Collaboration and Partnership

We work closely with our clients, combining our expertise with their industry knowledge to achieve the best results together.

Meet The Team

Deron Goodwyn

Chief Financial Analyst

Meet Deron Goodwyn, our Chief Financial Analyst. He brings 10 years of comprehensive experience in analysis efforts across corporate finance, treasury, banking and entrepreneurship. With a strong analytical mindset, he focuses on enhancing performance by improving efficiency, minimizing risks, and making strategic decisions. Deron’s knowledge base extends to building out automation solutions to streamline workflows, allowing his keen business sense to be present while configuring business systems that align with organizational goals. His strengths include being skilled in financial modeling, data analysis, data visualization, budgeting, forecasting, and performance evaluation. Committed to delivering innovation, tech-driven results and continuous improvement to help businesses operate at their full potential.

Justin Smith

Chief Operations Analyst

Meet Justin Smith, our Chief Operations Analyst. Justin brings 7 years of experience in analyzing and optimizing operational processes, ensuring clients experience seamless, end-to-end business solutions. His expertise lies in enhancing productivity and fostering genuine, long-lasting business relationships with a client-first mindset. With extensive payroll and tax experience, Justin has spent the last 3 years as an analyst, ensuring accuracy and compliance in payroll processing while driving efficiency and reducing complexity for clients. He is committed to understanding client challenges, aligning operational strategies with their goals, and delivering tailored solutions that drive measurable success. Dedicated to driving operational excellence, Justin cultivates a culture of adaptability and innovation, making him a trusted partner in helping clients achieve sustainable growth and success.