About us
Tailored strategic planning to enhance financial performance
Our teams to deliver the most relevant financial insights.
We have one goal in mind: your financial success.
Your Embedded Finance Team
Meet our team
Expert financial guidance for your growth
Jeremy Lambertsen
CFO, Owner and Principle Advisor
Founder and lead consultant, Jeremy is the driving force behind the company. He is passionate about helping businesses thrive through strategic financial planning and expert guidance.
Beau Goulding
VP of Finance
Beau leads and supports strategy and execution across multiple engagements, coordinating with leadership teams and delivering results tailored to your needs.
Jacquelyn Potter
Director of Finance
Jackie is a brilliant financial mind. Organized, articulate and insightful, Jackie leads strategic and financial analysis on multiple engagements. She tracks and improves performance across departments for lasting results.
Angie Smith
Director of Shared Services
Angie leads Accounting, HR and Legal departments. She improves everything she touches. Her primary focus is delivering efficient, accurate and timely accounting, audit, and internal control processes that help organizations move quickly with confidence.
Kevin Stein
Sr. Financial Analyst
Kevin leads analytical projects that deliver insights that make a difference. Committed to excellence and learning, Kevin's curious mind and data acumen leads to greater understanding and improved modeling and forecasting.
Kris Keller
Controller
Kris designs and leads accounting teams and functions. She implements systems and processes that are efficient, effective and appropriate to the company stage.