Trust and translation for people.
Intelligence at server speed.
Next-gen finance leadership for companies and financial advisory for individuals.
For companies & boards
Accounting & Controllership
close chaos
trusted financialsFP&A & Board Engagement
static reporting
decision-grade visibilitySystems Design & Leverage
manual workflows
automated scaleFor individuals & families
Financial Planning & Advisory
surprises
year-round visibilityTax Strategy & Planning
reactive surprises
proactive clarityFinancial Translation
confusing choices
clear decisionsThe Platform
Not a firm. An operating model.
Traditional accounting firms are structured for billable hours. We're structured for outcomes — whether as an ongoing partnership with recurring delivery, or a discrete project with a clear scope and clean close-out.
CFO thinking, no headcount
For growing businesses that need real finance leadership — board packages, KPI automation, budget management — without the full-time cost.
- Monthly operating packages
- Board reporting + narratives
- Budget vs. actuals
- Investor-ready financials
Your finance stack, unified
Bookkeeping, forecasting, tax planning, and KPI packs under one relationship. Monthly close, rolling cash forecast, async advisory — no coordination overhead.
- Monthly close + reporting
- Rolling 13-week cash forecast
- Quarterly tax planning
- Async advisory included
Financial & tax strategy year round
Tax position, cash and savings, retirement and estate, equity and scenario modeling — kept current together instead of bolted on at year-end. No more April surprises. No more 'we'll look at it next year.'
- Real-time tax & estimated payments
- Retirement, estate & insurance planning
- Cash flow & savings strategy
- Equity & scenario modeling
The Model
How it works
A real conversation first
Not a structured diagnostic — an exploratory conversation. We talk through your goals, fears, hopes, current position, and what you actually want out of an advisor. The diagnostic comes later, once we know each other.
30 minutes · No charge · No obligation → Book nowScope and engagement, jointly
We articulate scope and engagement together — a discrete project or an ongoing partnership, spanning any or all of the services on offer. You get a written engagement that names what's in, what's out, and how we'll work together.
Clear scope. Clear deliverables. Clear price.
Delivery, UAT, close-out — or continue
We deliver the work and walk you through it for user-acceptance. Project engagements close out cleanly — everything documented and handed over, no open loops. Ongoing partnerships keep the same rhythm on a recurring cadence.
Discrete or recurring — your call.
Design Principles
Built differently
CPA anchored
Every engagement is owned and reviewed by a licensed CPA. Automation speeds the work; credential-holders own the outcome.
Startup literate
We understand cap tables, equity comp, SAFE notes, 409A, and the pace of companies moving fast. Most CPAs don't.
Relationship first
We take a limited number of clients intentionally. You get real access — not a call center and a ticket number.
Async first
Questions answered within one business day. Updates pushed to you. No scheduled check-ins you didn't ask for.
“The combination that’s genuinely rare: CPA depth, operator literacy, technical fluency, and a practice sized to give you real access.”
Pete Dillon, CPA · MBA · Millisecond Finance
Who we serve
Two audiences, one practice
We serve companies looking for step-function gains in insight and leverage from transformative finance leadership. We serve individuals and families looking to solve for the near and long term.
Execs and boards preparing for what's next
01The next financing, the next transaction, the next stage. We help executives and boards get ready — the story, the financial model, the metrics that matter, the pitch deck — so the round, the sale, or the board meeting lands the way you intend.
Bay Area professionals
02Tech workers, founders, attorneys, doctors, consultants — anyone with a comp package and tax picture that TurboTax cannot handle. You need an advisor who speaks Bay Area fluently and is watching the moving pieces in real time, not just at year-end.
Businesses seeking financial and operational renewal
03We start by baselining your systems, workflows, processes, and results — what's working, what's drifted, what's expensive. Then we design and implement updates that fully utilize today's cutting-edge capabilities, so the operating model moves with the business instead of against it.
People whose advisor is retiring
04Your CPA has done your taxes for 20 years and is winding down. Your financial planner is doing the same. You don't want to start over with someone who doesn't know you — you want continuity, competence, and a firm that will still be here in ten years.
Get in touch
Let's have a conversation.
We take on a limited number of clients and vet each engagement personally. Leave your email and we'll be in touch within two business days.
First conversation is always free. No pitch decks. No sales process.
Book time with me