For everything your business accounting software can't do.

The technology, insight, and support animal care professionals need to take control of their finances and grow their business.
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A Modern Approach

The world of accounting has evolved. So have we.

We don’t just crunch the numbers, we translate data into insights you can use to make major decisions, like buying or selling a business.

Meet David

Flexible Services

We customize our services beyond fixed-price service bundles to help any business - regardless of size - achieve their next financial goal.

Cloud-based accounting system selection, design, set-up, and training.


Subscription plans to help you maintain accurate financial records.

The guidance and insights you need to make important decisions about the future of your business.

A New Perspective

As business owners ourselves, we bring an entrepreneurial perspective focused on helping you navigate your financial future. We don't just collect records and prepare documents – we help you stay ahead of inevitable shifts in technology and create a clear vision and strategy for financial success.
"Competitive advantage for 30% of organizations will come from the workforce’s ability to creatively exploit emerging technologies."

Your Full-Service
Financial Partner

From setting you up with the right bookkeeping software and the training to help you use it, to fully outsourced CFO services and everything in between – Fulcrum Finance is the full-service financial partner that can help you reach your next business goal.


"... I came to him with a bit of a mess, to say the least, and he was patient and supportive every step of the way toward building a functional accounting system. Prior to working with him, I dreaded speaking to my accountant, now I actually become excited because I have a handle on where my business is going and I wouldn't have had that without working with David."

Leigh Loftus, Entrepreneur/Consultant

"... With his consulting, I can better solve problems related to data integration and loading from multiple sources. To identify a problem, identify the cause and come up with a solution is its specialty."
Giulia Greco, McIntosh Group, Inc.

    Let's Connect

    Questions? We'd love to hear from you!