We’ve
got you
covered

Like most professional services firms, we employ various people with diverse skill sets and price points. We work with you to customize a package that suits your business goals for a flat monthly fee. In doing so, we optimize your budget to get the right mix of humans at the right seniority levels for a fractional of hiring full-time team members. Our outsourced model allows you to stay nimble by leveraging our expertise and investment in technology, and we’ve got you covered when it come to security, redundancies, and responsiveness.

LEADERSHIP

Dan Bender

Dan Bender

Managing Partner

We are led by Dan Bender, a CPA and seasoned executive with over 20 years of experience working with ultra-high net worth individuals, traditional asset managers, hedge funds, family offices, and start-ups across several industries. His past and current clients include capital-rich companies, venture backed start-ups, celebrities, charitable foundations, and a wide variety of small businesses.

Tami Bender

Tami Bender

 Client Director

Experienced finance professional with a successful history working in the accounting and finance field for both nonprofits and for-profit enterprises. Expertise in the areas of forecasting and budgeting, business planning, analytical reporting, and investment management.

Tami has held various positions in wealth and business management and has served on the Board of several nonprofits. An active member of her community, Tami continues to support several civic and philanthropic groups. She earned her bachelor’s degree in Finance from San Diego State University.