Financial Clarity

Chuck McDonald is the Founder of Cresscila, a company dedicated to assisting small business owners in creating value through education, optimization, and strategic vision. After a distinguished 20-year career in wealth management, during which he held key roles in marketing, sales, client optimization, compliance, and staffing, Chuck established Cresscila in 2024 to pursue a new ch

Kristine Nguyen is the Founder and Principal Accountant of Pretty Books, an accounting boutique in Seattle that provides bookkeeping, tax, and back-office management services to small businesses. With extensive experience setting up and managing accounting systems across various industries — including retail, information technology, food and hospitality, and nonprofits — she en

Sanjit Singh is the Fractional Chief Revenue Officer at Boltt, a company empowering B2B companies to accelerate revenue growth and establish scalable sales models. With over 12 years of experience leading teams in Fortune 500 companies, he transitioned into entrepreneurship, co-founding multiple tech startups, including LeadCrunch, which he grew to a $24 million run rate before exi

Ben Wolf is the Founder and CEO of Wolf's Edge Integrators, a leading fractional COO firm specializing in helping businesses scale efficiently. He began his entrepreneurial journey by building operations at a healthcare startup, transforming it into the largest organization of its kind in New York State within three years. Recognized as a pioneer in fractional executive leadership,

Nancy McClelland is the Owner of The Dancing Accountant, a firm specializing in bookkeeping, tax preparation, accounting, and advisory services for small businesses. With over 30 years of experience, she helps businesses streamline financial processes, improve compliance, and adopt best practices. Nancy also educates bookkeepers through her Ask a CPA membership community and writes

Lynn Rivest is the Founder of Lynn Rivest Consulting, a firm specializing in helping small service-based business founders define profitable positioning to attract high-value clients. With over 23 years of experience in digital marketing and strategy, Lynn has worked extensively with founders to refine their messaging, improve client acquisition, and streamline their business model

Mark Wainwright is the Principal Consultant and Founder of Wainwright Insight, a firm specializing in fractional sales management and consulting for professional services firms. With over seven years of experience, Mark focuses on helping businesses refine their sales pipelines, build future sales leaders, and create client-centric sales processes. He is also the co-host of the Bre

Jackie Meyer is the Founder and President of TaxPlanIQ, a software platform that equips tax advisors with tools to streamline tax planning and maximize client savings. A CPA with extensive experience, Jackie previously owned an award-winning CPA firm and developed the ROI Method of Value Pricing to align services with client value. She is also an educator and speaker focused on imp

Laura Shiel is the COO at Clara CFO Group, a firm that specializes in offering strategic financial guidance and support to small businesses. With a diverse background in accounting and finance, Laura’s experience spans various sectors, including public accounting, financial services, and corporate finance in a Fortune 500 company. She holds two esteemed credentials in the finance

Laura Shiel is the COO at Clara CFO Group, a firm that specializes in offering strategic financial guidance and support to small businesses. With a diverse background in accounting and finance, Laura’s experience spans various sectors, including public accounting, financial services, and corporate finance in a Fortune 500 company. She holds two esteemed credentials in the finance