Tell us your story.
Where you are, what’s becoming more complex, and what you want to build next.

Fractional CFO, controller, and accounting support for the business you’re building.
Start a conversationBehind every balance sheet is something someone is building.
A team. An ambition. A next chapter.
We bring your finances into focus, so you can spend less time
piecing things together and more time moving forward.
Choose the expertise you need today, with room to grow. Each service can stand on its own or become part of a connected financial team.
Connect your financial position to your business ambitions. Get experienced guidance on the decisions that shape your future, with a level of involvement built around you.
Create a dependable financial rhythm with experienced accounting oversight. Connect reporting, controls, and your people so you can understand where the business stands.
Give the essential work the attention it deserves. From the monthly close to cash flow reporting, build a reliable foundation that lets you focus on running your business.
One service or a connected team. Built around what you need.
Find your fitAccurate books are the beginning. What matters is knowing what they mean for your business, and what to do next.
We connect day-to-day accounting, financial oversight, and strategic thinking. You get a clearer view, with people who understand the story behind the numbers.
Let’s get to know your businessBefore we talk about numbers, we listen. Your priorities shape the way we work together.
Where you are, what’s becoming more complex, and what you want to build next.
We agree on the services, scope, and working rhythm that make sense for your business.
We get close to the details and revisit your needs as your next chapter takes shape.
Experienced in the complexity. Invested in the relationship. Meet Chase and Angela.

Chief Financial Officer
Financial strategy with an operator’s perspective.
Chase directs financial strategy, capital allocation, treasury management, FP&A, and portfolio reporting for Spectra Advisory Group, Spectra affiliated entities and funds, and external clients. His background spans real estate asset management and development, including financial strategy and asset oversight for portfolios exceeding $500 million across the United States. He holds a bachelor’s degree in accounting from the University of Alabama.

Assistant Controller
Experienced oversight. Thoughtful attention to detail.
Angela brings three decades of experience in financial operations across the manufacturing and trucking industries. Her work includes managing financial operations, supporting regulatory compliance, and improving operational efficiency. She holds a master’s degree from Samford University and brings a commitment to precision and continuous learning to the team.
It means access to experienced financial professionals at a level of involvement suited to your business. Your engagement can focus on strategic CFO guidance, controller oversight, accounting support, or a combination of the three.
Yes. Our three service levels are designed around an à la carte approach. We work with you to identify the services you need and agree on a scope that fits your business.
The starting point is understanding your current team, systems, and responsibilities. From there, we define where additional support would be useful and how we can work alongside the people already in place.
Pricing depends on the scope of work, complexity, and level of involvement. We discuss your needs first, then outline the proposed services and fees so you can make an informed decision.
Start with a conversation with Chase. Tell us what is working, what is becoming more complex, and what you want to accomplish. We will help identify a practical starting point.
Let’s find the way forward, together.
Start a conversation