About Us

Jordan founded the firm after fifteen years in corporate finance, with a simple goal: to give small businesses the same quality of financial insight that large companies take for granted. Jordan leads client strategy and still personally reviews every new engagement. Outside the office, Jordan volunteers as treasurer for a local youth sports league and mentors first-time business owners through a regional enterprise programme.

Alex manages day-to-day bookkeeping for a portfolio of clients across retail, hospitality and professional services. Known for fast replies and spotless reconciliations, Alex also runs our software training sessions and has helped dozens of clients move from spreadsheets to cloud accounting. Alex holds a degree in accounting and is working towards a professional certification.