About Us

Managing Director Bob Greisman has years of experience, serving clients and running business units at two major CPA firms, and in his own management consulting practice. Bob’s clients are start-ups, early-stage ventures, and mature businesses in all industries. Bob has an extensive network of experts he calls  upon to support specific client needs, when required. 

Our  approach is simple: Quickly   determine and remove the obstacles  standing in the way of your achieving greater business success.

We have strong accounting  and financial backgrounds. Thus, we spot the problems and opportunities  in the numbers. And with deep management and people experience, we read  the stories and culture behind the numbers.

Our definition of success is bringing value to every interaction with clients, prospective clients, and the business community. We bring practicality, experience, and objectivity to the office, every day. And, we have a wealth of experience across all industries: Technology, SaaS, E-commerce, service businesses, health care, real estate and construction, retail, manufacturing, and wholesale/distribution.