Clients

Strategic Executive Advisory

Advising Business Owners and Executives Helping You Achieve Organizational Excellence – Clients and Network

AboutSuccess Stories

Organizations and Professionals We’ve Worked with

As Featured In

Your Most Trusted Executive Advisor

Advising and Coaching Business Leaders on Business Performance and Strategy

Virginia Society of CPAs
Connecticut Society of CPAs
Indiana CPA Society
Wisconsin Institute of CPAs

Clients

Who We Serve

We Partner with Business Leaders to Create a Strategic Competitive Advantage Driving Business Value and Growth

Greater Fort Wayne, Inc.
Financial Executives International - Fort Wayne
Oodles | Complete Advisory Solution
SITES Medical

Affiliations

Professional Alliances

Advising Business Owners and Executives Helping You Achieve Organizational Excellence

Oodles | Complete Advisory Solution

Credentials

Professional Credentials + Network

Helping Benchmark and Improve Financial Performance

CPA
CGMA
Strategic Executive Advisory

Chambers

Chamber of Commerce

Facilitating C-Suite Sessions and Peer Groups to Enhance Teams

Greater Fort Wayne, Inc.
Indy Chamber | Member
South Bend Regional Chamber

Associations

Professional Associations + Network

Assessing Performance and Recommending Solutions to Improve Processes and Outcomes

American Institute of CPAs
CIMA
CPA Center of Excellence
Financial Executives International
Indiana CPA Society
National Speakers Association
Out With The Old,
In With The New

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