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OUR TEAM

Meet the Team Fueling Your Financial Growth

A group of seasoned accounting, CFO, and financial strategy professionals committed to guiding businesses toward smarter, sustainable success.

Our financial hierarchy of business needs

Financial management matures in stages. Each level builds a stronger foundation, moving from essential bookkeeping to strategic alignment and financial mastery.

team

Kenneth Peterson

President & Founder

Ken pairs decades of financial leadership with a bold, practical mindset — and leads a team of passionate, results-driven CFOs.

Managing Partner

Brandi asks the right questions, digs deep, and helps teams reach their goals. A passionate CFO and IMA board member, she’s driven by client success.

Corporate Controller

Deanna brings 25+ years of cross-industry experience and delivers sharp financial insights, timely reporting, and deep expertise in startups and analysis.

VP Sales

Sonja blends 15+ years in consulting and software sales with a journalist’s curiosity—building strong, growth-focused partnerships.

Let’s Build the Right Financial Strategy Together

Tell us about your business, and we’ll guide you toward the best level of CFO and accounting support tailored to your growth stage.

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Choose your starting point today and scale as your company grows.

Our team will reach out to discuss your needs and design a financial plan that works for you.

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