How To Work With Us
Whether you're ready to hand off your books or looking to build a referral partnership, here's how to take the next step.
PROSPECTIVE CLIENTS
Ready to take control of your financial future? Book a free consultation and we’ll through where your business stands today and how our three-person team can help you scale with confidence.
PROSPECTIVE PARTNERS
We build our best referral relationships face-to-face. If you’re a lender, advisor, insurance broker or complementary service provider, let’s book a 1-on-1 call to explore how we can support each other’s clients.
Our Owner and CFO, Candice Noguera is a financial connoisseur with 20 years of expertise ranging from high-level corporate accounting to working closely with small businesses.
She boasts an impressive resume with decades of experience in the finance industry as both a practitioner and educator – from her B.S in Accounting to studying Forensic Accounting for her Masters degree; from high-level corporate roles to running her own accounting firm since 2010; all topped off with over five years spent developing talent through directing at The Accounting & Business School of Rockies.
Her proficiency ensures successful outcomes for clients ranging from large corporations down to small businesses and non-profits alike!