Heather Proctor, CPA, partners with business owners as a steady, behind-the-scenes guide—bringing clarity to the numbers and structure to the decisions that drive long-term growth. She helps leadership teams strengthen cash flow, tighten execution, and build reliable reporting.
With 25 years of experience across the energy ecosystem—including private equity, hedge funds, end users, and both upstream and midstream businesses—Heather brings a disciplined, risk-aware perspective and a calm approach under pressure. As an experienced entrepreneur who has built and operated ventures across diverse industries, she pairs strategic insight with real-world execution. Whether you’re navigating volatility, evaluating an opportunity, or preparing for a future transition, her focus stays the same: clear insights, sound financial governance, and a plan you can execute with confidence.
100% Money-Back Guarantee
We operate on a month-to-month basis with no long-term commitments. If you are not receiving clear value from our services, notify us 7 business days before month-end. We will stop services immediately and refund that month’s fee in full—no hard feelings, no strings attached.
By leveraging modern technology we reduce friction, streamline workflows, and stay laser focused on providing high value advisory services that produce the greatest impact for our clients. Legacy accounting firms run business models on overworked staff and underwhelmed client experiences. We are technology-driven & results-oriented.
We take data security seriously, which is why we partner with Verito to host and protect your information using bank-level 256-bit encryption, automated backups, multi-factor authentication, and real-time threat monitoring designed specifically for accounting firms. That way, your documents and tax data stay secure, compliant, and accessible only to you and our team.
Yes, we hire experienced, proficient staff both domestically and overseas. The Big 4 accounting firms employee hundreds of thousands of accountants overseas. Many small firms choose to hire overseas accountants for the same reason the Big 4 do: there’s a real CPA and accounting talent shortage, and highly qualified professionals abroad can help fill the gap without sacrificing quality. These team members want what any great employee wants—a fair wage, a respectful work environment, and meaningful, valued work—so when a small firm builds that kind of culture, it can attract top global talent and better serve its clients.
As entrepreneurs and CPAs, we balance technical rigor with real world application. We are in the trenches with you. Our services and scope of work are customized to solve your pain points & allow you to focus on what you do best & love doing.
Impeccable customer service & communication. Every step in our process is tailored to how it’s perceived from the lens of the customer. Simplicity & security in exchanging data & connecting with one of our team members, easy access to the latest resources that will help you grow your business.
Cost predictability : We charge for value add, outcomes, and decisions, not time spent or transactions. Hourly billing leads to scope creep, confusion and frustration for both parties.
What you’re actually paying for: hourly charges are for time spent. Subscription billing focuses on outcomes & support
