We work with solo owners to lower mid-market firms who are done with patchwork fixes—and ready to rebuild for scale.

The inflection points that matter.

We work with founders who believe in what they’ve built—but know they need help getting unstuck.

I am stuck in review work and want to move into an oversight role

I get leads but cannot fulfil them because I am too busy

I have been overworked for too long and nothing has helped

I want to proactively prepare my firm for a strong exit

I enjoy strategic advisory work but don’t have time for it

I can bring in sales but need a team for delivery and marketing

Our Solution Works for

Tax Firms

Accounting Firms

Multi-Service Firms

Firms We Work With

Tax Firms that want to grow tax prep services & want to do high volume tax returns

Accounting Firms looking at selling subscription based accounting services at scale

Firms We Don't Work With

Tax Advisory Firms focused only on complex business returns and advisory

Firms doing only CFO services and not looking to add accounting as a subscription service

Meet Our Management Team

Dheeraj Pandey

CEO

With prior experience at Morgan Stanley and JP Morgan, Dheeraj excels at scaling service operations and designing transformation roadmaps, leading growth strategy, marketing, and sales design across partner firms.

Geoff Bruskin

Strategic Advisor

With a background in M&A, go-to-market strategy. and building high-performing teams across accounting and wealth firms, Geoff brings deep expertise in growth architecture, integration playbooks, and talent systems that scale.

Jaitee Wazalwar

COO

Jaitee drives execution across delivery, marketing, and operations. With a sharp focus on implementation, she helps firm owners turn strategy into results that improve daily flow, operational efficiency, and long-term growth.

Kevendra Jain

Head of Talent Solutions

Kevendra builds high-performing teams and sets up tech-enabled workflows that help firms scale delivery, improve margins, enhance productivity, and run smoother across accounting and tax functions.

Leah Roderick

Strategic Advisor

With deep experience in M&A and operational design, Leah works at the intersection of growth, integration, and transition, helping firms streamline backend complexity, unify siloed service lines, and structure for scale or exit.

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