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Not Your Traditional Fractional CFO

Delivering the financial clarity, advanced tax strategy, and accounting expertise for small business owners and real estate developers in Central Iowa. 

Address your tax, finance, & accounting bottlenecks. 

Discuss your current development challenges in 30 minutes.

Our mission is to serve developers and owners, like you 

who value quality family time and are ready to invest in what truly matters. We help owners shift from working in to working on the business - your business is our business.

Every day, you are faced with challenges and pulled in various directions

challenged with the pace of constant change, unanticipated turnover, diminishing margins, and seemingly limited resources.​

 

Beginning with the end in mind

we approach each engagement from an objective, financial, and strategic lens - inviting you to dream again.​​

John Agans, Former Owner of Clive Power Equipment

"Not knowing what to expect, Jimmy helped us understand the process. He had answers to our questions and the valuation of our business was in line with our expectations. He did a great job of putting our prospectus together, which represented the true value of our company. I would highly recommend Jimmy to anyone looking to sell - now or in the future!"
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