Our Team

Our Team

Meet Our Experts

Our team of financial professionals is dedicated to providing expert guidance and strategic oversight to help your business thrive. With a focus on accuracy and growth, we ensure your financial needs are met with precision and care.

Explore Our Services
Covey cole

Co-Founder, Fractional CFO

Covey leverages a diverse background to deliver personalized financial solutions. He specializes in creating clear, actionable financial strategies that align with each client’s unique goals, ensuring every decision is backed by data and insight.

Covey began his career as a CPA at KPMG in their Advisory Group, where he developed a strong foundation in accounting, financial strategy, and best practices. Over the years, Covey has worked with hundreds of companies, ranging from small mom-and-pops to international publicly traded companies, across a variety of industries. He holds both a Bachelor’s and Master’s degree in Accounting from Brigham Young University and an MBA from Harvard Business School.

Outside of work, Covey enjoys spending time with his three boys, golfing, searching for great donuts, and is dedicated to giving back to the entrepreneurial community through mentorship and education.

Hannah orton

Co-Founder, Bookkeeper

With a strong background in building client relationships and driving business growth, she combines her professional expertise with meticulous organizational skills as a bookkeeper.

Hannah is a certified Quickbooks ProAdvisor (Level 2) and Payroll Specialist. She holds a Bachelor’s degree in Humanities from Brigham Young University and has over a decade of experience in technology sales.  

Outside of her career, she is a dedicated mother to three darling children and enjoys reading and sunny days spent at the pool.

Grow your business.
We understand that managing finances effectively is crucial for the growth and success of any business, and often, it can be a time-consuming and complex task. That’s where we come in — we can provide you with the support you need to ensure that your financials are accurate, up-to-date, and aligned with your business goals.
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