Business casual in appearance. Nothing casual about how we do business.
Charlie's background starts in the Marine Corps, not a traditional finance firm — and that shows up in how The Finance Squad runs: extreme ownership, plain communication, and no tolerance for excuses when something's off in the numbers.
He holds a master's degree in accounting and built his career as an operator first, working inside businesses rather than auditing them from the outside. He is not a CPA, and The Finance Squad doesn't do CPA tax work or audits — our lane is running your day-to-day finance function and the strategy that sits on top of it.
Our clients' success is our success. We want to embed with their teams — we're in the arena with them, not standing outside it telling them what to do.
That means we don't wait for a quarterly check-in to flag a problem, and we don't disappear the moment the books are reconciled. We treat your numbers with the same urgency we'd want if they were our own — if we wouldn't run our own business on the data we're handing you, we haven't done our job.
Most finance providers optimize for the transaction: close the books, send the invoice, move to the next client. We optimize for the relationship — which means fewer surprises for you, and a team that already knows the answer when you ask a hard question, instead of one that has to go look it up first.
Proactively communicating across our team and with clients — not just when something goes wrong — to set every engagement up for long-term success.
Owning the success, the mistakes, and the outcomes of our work. If something's wrong in your books, it's on us to catch it and fix it — not on you to notice it first.
Adapting quickly to changing environments and priorities. Your business doesn't run on a template. Neither do we.
A real commitment to learning, curiosity, and proactive improvement — we push for better processes every quarter, for your business and for ours.
Accepting nothing less than excellence in every task, whether it's a quick answer or a full financial package.
Every client works with a consistent, dedicated team — not whoever's available that week. Depending on your tier, that's a bookkeeper, a controller for oversight, and a fractional CFO for strategy, all coordinated by one point of contact so you're never re-explaining your business from scratch.
Meet the Team & See Our Office →
A quick call tells us both — no obligation, no script.