About the Founder
and President

An accomplished and practical trusted Business Advisor and Chief Financial Officer (CFO), Josh Weisfeld, CPA, has extensive experience in overseeing all aspects of a company’s financial functions including accounting, business and tax planning, corporate finance and investor relations. As CFO, Josh oversaw the sale of a company to a private equity firm for over $40 million and coordinated all critical aspects of the deal to ensure a mutually beneficial outcome.

Josh has a unique ability to serve as a point person for business partner dealings, fostering trust and effectively removing friction and enhancing communication with partners and family members which improves results and morale for all parties. His high emotional intelligence combined with his business savviness and experience, fosters a sense of control, comfort, and confidence for his select clients so that their personal and professional short and long-term goals are aligned.

Mission Statement

We provide expert solutions to a select group of successful business owners with a focus on operations, strategy, taxes, growth, and succession planning. All under one roof so there is control and peace of mind. Our advice and guidance provide the practical means to achieving great results which align with the desired personal and business objectives.

Core Values:

Performance Driven

  • Novel, yet Practical Thinking
  • Strong Business Acumen
  • Leverage
  • Avoid Opportunity Costs


  • Accessibility & Personal Responsiveness
  • Trusted  Advisor
  • Personal & Professional Integrity
  • Accountability


  • Efficiency
  • Routine Excellence
  • Sustainable Improvements
  • Productivity


Wanted to relay my gratitude and appreciation to you for making it happen.

- Heather H. Director of Marketing

Josh – Thank you for being such a fantastic leader and for creating great opportunities!

- Dawn U. VP of Accounting

I probably don’t say this enough but thank you for the financials, the insights behind the numbers etc. The added value you provide by presenting the insights make all the difference.

- Jeff T. Private Equity Owner

The way that you see the whole picture and get it done, is a real feather in your cap.

- Dan B. Serial Entrepreneur

I just want you to know how much you mean to me and I count you amongst my blessings. You are not just a CPA, but a RockStar!

- Lauri W. Medical Practice Owner

Josh, you are positive, kind and offered constructive solutions that benefited me and my clients tremendously.

- Susan E. Business Owner