Our Firm

Bob Thompson

Founder and CEO

David Wassenaar

CFO St. Louis Missouri

David Kurtz

CFO Southern California

Rick Murphy

Based in Boston

Financial Analysis Software

If you need financial modeling but are too busy to do it yourself, one of our experienced CFOs can do it for you quickly and cost-effectively.

Workshops

We offer custom designed workshops at your facility or ours and tailored for your exact requirements.

Customized Financial Models

Whether you're a start up or a mature company we can help you by creating a customized financial model to set your business in the right direction.