Our Mission

Empowering small businesses and nonprofits to maximize growth & success through a strategic partnership of providing high quality customized financial management solutions.

Our Vision

We aspire to ease the stress of financial management by being an essential contributor to each clients’ leadership team, inspiring and empowering our clients to focus on their vision and achieve their full potential.

Team-Oriented Problem-Solving Approach

Our client experience is centered around a partnership because that is how we can be most effective. Our best work is not produced by individuals but by collaborating, supporting each other and working together to solve problems. Our team-oriented approach allows our internal YourCFO team to share ideas, knowledge and experiences as an extension of our clients’ management team, partnering to create solutions, avoid surprises and pro-actively advise in a way that goes beyond a typical vendor relationship.

Continuous Learning

We are committed to the continual pursuit of knowledge that enables each of us to grow personally and professionally. To employ continuous learning as our value, we are open-minded, curious and seek to expand our own knowledge base. In turn, this allows us to educate our clients and empowers them to understand their financial situation and act with the confidence in decision making.

High-Quality Service

Our work is a direct reflection of ourselves, individually and as a company, therefore we strive to do our best. We take pride in providing high quality services and employ high standards for all our work, no matter how big or small the client or the task.

Effective Communication

We believe effective communication begins with the intent to truly listen and understand. This provides us with an appreciation of different perspectives, facilitates better planning, and allows for an accurate assessment of each person’s needs. We recognize peoples’ differences, relish their perspectives, and believe in an environment where clients and colleagues feel valued and trusted. Direct communication with compassion garners optimal results.

Respect & Trust

Paramount importance is placed on establishing and maintaining positive relationships with clients, colleagues, and co-workers. A solid foundation is built on trust which must be earned by consistently behaving in a way that demonstrates our beliefs that everyone involved in the finance function is of equal importance and that we treat others with respect. We also conduct ourselves in an honest and ethical way with a focus on transparency.

Work Life Balance

We believe in a culture of autonomy that supports a healthy work-life balance. This perspective provides for happy and healthy employees which results in more productive workplace and effective client relationships.