The Experts Behind Your Success
Fractional executives, administrative leadership, US solutions delivery, and an international team — coordinated under one firm.
Who we are
We love helping owners grow confident and knowledgeable in their businesses, with an “anything to help” approach. Numbers and spreadsheets matter, but turning them into clear business insight matters more — so our clients can make critical decisions with confidence while we help navigate what comes next.
Each person carries a role badge so you always know whether someone sits on your fractional bench, administrative leadership, US solutions desk, or international delivery team.
Fractional Bench
Senior fractional CFOs, Chief AI & Automation Officers (CAIOs), and data leadership who own the strategic relationship with your business.
Growing the CAIO bench — we're actively adding Chief AI & Automation Officers (CAIOs) and automation specialists. Interested? See open roles.
Fractional CFO & Managing Partner
Tim Weeks earned an accounting degree from Brigham Young University and holds a CPA license in Colorado. He began his career with EY in Denver and serves clients across technology, real estate, healthcare, retail, and professional services.
Fractional CFO & Partner
Dennis Garcia enjoys providing strategic and advisory services to other service-oriented businesses including law firms, contractors, auto repair facilities, medical billing specialists and home improvement businesses. Dennis received a finance degree from the University of Utah.
Fractional CFO & Partner
Jeff earned a Bachelor of Science degree in Business Management from Brigham Young University and an MBA from Utah State University. Jeff has experience in mergers and acquisitions, fundraising and debt acquisition.
Fractional CFO & Partner
Jennifer earned an accounting degree from Southern Utah University and served as the CFO and COO for two different medical clinics. She has vast tax knowledge across healthcare, construction, manufacturing, retail, and restaurants.
Fractional CFO & Partner
Jen holds a business degree with a finance emphasis from Brigham Young University and brings a well-rounded background in banking, human resources, and operations. She serves clients in authorship, digital media, technology, professional sports, and government services.
Fractional CFO
Teresa earned a Master of Accounting degree from Utah State University and is certified in QBO, QB Time, and Bill.com. She serves clients in authors, influencers, non-profits, food service, wedding and event planners, retail, construction, and real estate.
Fractional CFO
Ken earned a Bachelors in Accounting from Brigham Young University and an MBA from the University of Utah. Ken practiced as a CPA for several years before spending 20 years in Institutional Capital Markets.
Fractional CFO
Russ is an entrepreneur at heart and has started and sold businesses in ecommerce, technology, and real estate. He earned his Masters in Accounting at the University of Utah and is licensed as a CPA, having served over 100 clients over 20 years.
Fractional CFO
Stephanie earned a Master's degree in accounting from Brigham Young University and is certified in QuickBooks Online. She serves clients in health, retail, and private consulting.
Fractional Chief AI & Automation Officer (CAIO)
Blake is completing his BS in Management Information Systems at BYU Marriott School of Business. He brings ERP implementation experience from Eide Bailly and BYU Dining Services, specializing in NetSuite and Business Central, post-implementation optimization, and practical AI automation for SMB finance operations.
Fractional Chief Data Officer (CDO)
Jeff Weeks specializes in cloud data platforms, business intelligence, and AI-driven automation. He holds a degree in Business and Information Systems from Brigham Young University and has helped organizations across healthcare, manufacturing, government, and professional services modernize their data and reporting systems.
Operations Leadership
Directors who run HR, contractor services, and firm-wide administrative operations — the backbone that keeps engagements coordinated.
Director of Administrative Services & Business Advisor
Teresa holds BS and MAcc degrees from Brigham Young University and began her career as an auditor with KPMG. She brings finance experience in credit card processing, international banking, and serves clients in government services, retail, dental, and real estate.
Director of HR Services & Controller
Shanae earned an Associate of Science degree from Dixie State University and worked for Zions Bank as Retail Branch Manager and Assistant Vice President. She brings expertise in leadership, HR, process improvement, and policy development for foundations, real estate, and family offices.
Director of Contractor Services & Controller
Whitney received a business management degree from Utah Valley University, excelling in advanced accounting, business calculus, and human resources while making the Dean's List every semester.
US Delivery
Business advisors, controllers, senior accountants, and specialists on the US solutions desk — the team that runs day-to-day finance operations for your business.
Business Advisor & Controller
Gerri earned a degree in Business Administration from Pacific Lutheran University and has over 18 years of corporate experience in high-tech manufacturing and software industries, serving clients in manufacturing, life science research, technology, and real estate.
Business Advisor & Controller
Brittany earned a Bachelors of Accounting from the University of Utah and a Masters of Accounting from Utah State University, specializing in business and individual taxes, payroll, quarterly tax reports, and law industries.
Business Advisor & Controller
Kim earned a Bachelors degree from Brigham Young University and is certified in Quickbooks and QB Time. She serves clients in manufacturing, construction, ecommerce, professional services, medical offices, and property management.
Business Advisor & Controller
Carlotta earned an MBA and a Doctorate in Education. She began her accounting career with DNL Management and later taught collegiate business courses, now serving clients in construction, auto services, and persons with disabilities.
Business Advisor & Controller
Alana studied at Goshen College and has over 25 years of finance and accounting management experience. She holds a CBA and CPPM and has deep expertise in ecommerce and manufacturing accounting processes.
Business Advisor & Controller
Michelle earned a business degree with an emphasis in accounting from Kaplan University and has extensive experience in general accounting, fund accounting, and tax preparation, serving clients in influencers, real estate, and foundations.
Business Advisor & Controller
Tara is certified in QuickBooks Online and has 20 years of community volunteer experience. She brings a client-first perspective shaped by owning a photography and graphic design business.
Business Advisor & Controller
Lindsay studied business management at Utah Valley University and has worked as a bookkeeper for 20+ years. She is certified in QuickBooks Online and has experience as a mortgage loan processor and real estate property manager.
Business Advisor & Controller
Alyssa holds a bachelor's degree in accounting from Western Governors University and is certified in QBO. Since 2021, she has supported clients in self-storage, legal services, and wealth management.
Senior Accountant
Jennie Bush has a Bachelors degree in University Studies and an Accounting Certificate from Brigham Young University Idaho, currently serving clients in the real estate industry.
Senior Accountant
Amber earned a Bachelors degree from Brigham Young University-Idaho and is certified in QuickBooks Online, with experience in real estate and property management.
Senior Accountant
Cheilah earned a Bachelor's degree from Utah State University. Her background includes mortgage, collegiate student services, administrative and operational management, and development of departmental training programs.
Senior Accountant
Kristie has studied at BYU Idaho and Boise State University and has her associates degree in Communications, with recent experience helping business owners navigate e-commerce and helping new companies succeed.
Senior Accountant
Calli earned a Bachelor's degree in Education from Utah State University and brings her expertise to clients across construction, public speaking, authorship, and digital influence.
Senior Accountant
Benjamin Judd is QuickBooks certified with expertise across medical manufacturing, commercial manufacturing, and entertainment retail and food service at Ball Arena.
Senior Accountant
Anna Lyons earned a Master of Accountancy from Brigham Young University and holds a CPA license in Utah. She began her career in public accounting tax and helps clients navigate business decisions with experience in agriculture, SaaS, and rental industries.
Senior Accountant
Kyle Jeppesen earned a Bachelor of Accounting degree from Utah State University and a Master of Accounting from Utah Valley University. He has experience auditing private companies, managing tax workpapers, and overseeing accounts receivable. Kyle lives in Orem, Utah, and loves doing anything outdoors with his fiancée, Emma.
Specialist
Amye has a background in legal administration and education, with years as a legal secretary and office manager. She brings strong attention to detail and experience managing fast-paced office environments.
Specialist
Andrea holds a Bachelor's degree in Accounting with a minor in Business Management from Utah Valley University. She brings experience in construction and marketing and supports clients in real estate, healthcare, and e-commerce.
Specialist
Kelli holds a bachelor's degree from Cameron University and Level 2 QBO certification. With a background in education and data analysis, she supports clients in construction and social media influencing.
Specialist
Malia holds a bachelor's degree from the University of Washington with administrative support experience across education, insurance, and construction, including budgeting, payroll, and day-to-day financial operations.
Specialist
Jane Hall is a business student at Brigham Young University from Orem, Utah. She enjoys connecting with people, being outdoors, and pursuing opportunities that combine purpose with professional growth. Jane is the oldest of 4 kids in her family.
Specialist
Brayden is currently studying Accounting at Brigham Young University. He began his career working in billing and then moved forward creating financial statement forecasts, financial models, and doing industry research for various CFOs and CEOs. He loves anything outdoors and goes rock climbing as often as he can.
Global Delivery
Licensed CPAs and QuickBooks specialists delivering finance and accounting support across time zones — the same Company Vitals standards extended worldwide.
International Solutions Team
Dulce is a licensed CPA in the Philippines and Certified QuickBooks ProAdvisor who served as a State Auditor. She supports clients in influencers, real estate, professional athletes, and event centers.
International Solutions Team
Mary Martin received her accounting degree from Polytechnic University in the Philippines and maintains a CPA license there. She has experience in retail, real estate, leasing, internal audit, and financial reporting for life sciences and event center clients.
International Solutions Team
Apple worked as an Accountant and Financial Analyst in multinational BPO and global finance shared services in the Philippines, with experience in banking, IT distribution, and collections. She serves influencer, nonprofit, and event center clients.
International Solutions Team
Angeliqueca earned degrees in Accountancy and Accounting Technology from Saint Paul School of Professional Studies in the Philippines. She served seven years as a Financial Analyst in government and holds a Philippine National Certificate in Bookkeeping.
International Solutions Team
Charie received a Bachelor's degree in Accounting and an MBA. With over a decade of experience in private and public accounting, she serves clients as a Certified QuickBooks Professional.
International Solutions Team
Cecile graduated with a BS in Accountancy and is a Certified QuickBooks ProAdvisor. Cecile has been practicing accounting for over 10 years. In her spare time she enjoys hiking and appreciating the peace and relaxation she finds in nature.
International Solutions Team
Giselle is a licensed CPA in the Philippines and Certified QuickBooks ProAdvisor with over five years of experience in retail leasing and global infrastructure, supporting clients in real estate, healthcare, construction, and home improvement.
International Solutions Team
Gerlie holds a bachelor's degree in business administration with a major in Finance and a Philippine National Certificate in Bookkeeping. She gained hands-on experience as an Accounting Assistant at a private company.
International Solutions Team
Noemi holds a degree in Accountancy from the Polytechnic University of the Philippines and is a licensed CPA. She brings payroll processing, employee benefits administration, and internal auditing experience from government service.
Join the bench
We're always looking for experienced CFOs, controllers, and finance professionals who want to serve multiple clients — and build something that matters.
View open roles