Level-up your financial management.

Explore Finance Services ->

Medical Offices

We determine maximum profit per patient so you can increase profitability.

Restaurants

Calculating prime, labor and plate costs so you can make more money.

Production Companies

Managing your production payroll and budget so you always know where you stand.

Retail

Managing your cash flow projection so you can purchase smarter.

Fitness & Massage Studios

We calculate your optimal membership mix and labor optimization.

Law Firms

Project based costing and executive legal search.

A One-Stop Shop

Our Suite of Services

We run your Accounting, Finance, HR, and Operations – you run your business.

Executive Leadership

Brett Sloan II

CEO

"Helping business owners is not about having an opinion. Everyone has an opinion. It’s about having vetted solutions. These only come from solid academics and years of experience."
Our Team ->

We're in the business of delivering results.

"Brett can figure out the financial inner-workings of a business faster than anyone I know."

Roy Eddleman, CEO & Founder at Spectrum Laboratories

"I would recommend Brett for any team based on his leadership, charisma and love for what he does for every client!"

Kristin Russum, Dir. Organizational Development at TriNet

"As I expressed, we can't thank you enough for ya'lls support over these last 5+ years. We truly wouldn't be where we are today with any of our companies without your partnership. For that, thank you🙏💙."

Brittany Driscoll, Co-Founder & CEO of Squeeze

"He knows his market, his clients and his candidates very well. I would recommend working with Brett!"

Brandon Metcalf, CEO & Founder at Talent Rover

"The experts at Sloan are some of the hardest workers I know. When we have a need, they are all over it and they never overlook a detail."

Kip Forbes, Chairman of Forbes Media

"Brett can figure out the financial inner-workings of a business faster than anyone I know."

Roy Eddleman, CEO & Founder at Spectrum Laboratories

"As I expressed, we can't thank you enough for ya'lls support over these last 5+ years. We truly wouldn't be where we are today with any of our companies without your partnership. For that, thank you🙏💙."

Brittany Driscoll, Co-Founder & CEO of Squeeze

"I would recommend Brett for any team based on his leadership, charisma and love for what he does for every client!"

Kristin Russum, Dir. Organizational Development at TriNet

"He knows his market, his clients and his candidates very well. I would recommend working with Brett!"

Brandon Metcalf, CEO & Founder at Talent Rover

"The experts at Sloan are some of the hardest workers I know. When we have a need, they are all over it and they never overlook a detail."

Kip Forbes, Chairman of Forbes Media

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