Meet your Financial Strategy
and Execution Team

What We Do

Platform Architecture Strategy

  • Infrastructure Mapping and Architecture
  • Platform Analysis
  • Vendor Selection and Implementation
  • Transition Support
  • CRM Administration and Integrations
  • Special Projects
  • Operations Analysis
  • Systems Implementation

Operating Services Transformation

  • Operational and Workflow Efficiencies
  • Community Portal Strategy and Planning
  • Onboarding Processes
  • Comprehensive Reporting and Dashboards
  • Model Office Concepts
  • Accounting Compliance and Internal Controls
  • Systems Implementation & Project Management
  • Strategic Future Business Planning

Financial Services

  • Company Controller
  • Financial Reorganization Plans
  • Policy, Procedure, and Amendment Leadership
  • Creditor and Debt Management
  • Strategic Future Business Planning
  • Business Valuations
  • Oversee Company Transaction Processing
  • Acquisition/Divestiture Management
  • Budgeting and Forecasting
  • Financial Modeling and Analysis

Interim CFO & Turnaround

  • Restructuring Strategies
  • Reorganization Plans
  • Debt Negotiation
  • Trouble Company Refinancing
  • Change Management
  • Risk Management
  • Strategic Business Planning
  • Fair Market Business Valuations
  • Buyer/Seller Due Diligence Support
  • Financial Statement and Management Reporting
  • Profit Improvement & Cost Controls

About us

We Are Beyond Just Numbers.
We Strategize Your Business Goals.

A Digital Introduction From Founder
and Managing Partner Ted Leonard

We are the premier fractional CFO solution specializing in small to medium-sized companies with up to $20M in revenue. As Colorado natives, we understand the needs of clients locally and globally.  Starting every morning before sunrise balances family, lifestyle, and work allowing for the most efficient and productive day possible. Our motivations and passions are helping entrepreneurs and small business owners succeed (really win, we are very competitive)! Outside of work we enjoy taking in all the outdoor activities Colorado has to offer from skiing and hiking to golfing and coaching, while still finding time to catch up with friends and network.

Consulting gives us the opportunity to be dynamic; not one day is the same as another!  We love the variability in our scheduling and balancing of priorities. We enjoy independent consulting because it allows us to own our time. In doing so we carve out ample time to spend with our number one priority: family.

With offices in both Denver, CO and Austin, TX, we are your financial solution specialists with scalable options to fit your business needs. We love what we do and would love to work with your team to meet your financial goals!


Years of Industry Experience


Companies Managed


Satisfaction Guaranteed


Vertical feet skied on an average day

What our Clients Say


We are located in the Backyard on Blake building in the heart of the RiNo district in Denver.