Meet The Owner

Ken LaCroix

Ken has been guiding businesses through rapid growth, restructurings, mergers and acquisitions throughout his entire career.  He has a particular focus on leveraging technology investments to increase productivity, scale and ultimately business value.  Ken holds a B.S. in Accounting from the USC Leventhal School of Accounting, as well as an M.B.A. from USC’s Marshall School of Business.

After completing his Public Accounting training, he has focused exclusively on private and/or closely held entities and the unique dynamics of their structure.  He has owned businesses, negotiated their purchase and sale, and served as the “hired gun” for investor/private equity owned firms.  For the past decade, he has been focused on both the latest Fractional CFO and Outsourced Accounting concepts.  As a result, he has a deep understanding of how to integrate finance, operations and technology to drive growth and enterprise value.

Ken’s Hobbies

When not attending accounting and finance technology conferences, Ken enjoys being in or on the water, sailing, auto racing, and supporting live music.  He travels too much to have a dog, but will occasionally borrow one to enjoy!

Ken’s Favorite Quote

“It is better to look ahead and prepare than to look back and regret.” – Jackie Joyner-Kersee

Ken’s Passion

We believe in the mantra: “What Gets Measured, Gets Done”. We help businesses make better decisions with data, helping them look through the windshield rather than the rear-view mirror.

Meet the Managing Partner

Wesley Chu

Wes has been applying his technology and finance skills to help startup companies swiftly scale throughout his entire career. He specializes in utilizing software tools to maximize organizational output, growth, and inherently business value. Wes holds a B.S.E. in Computer Science & Engineering and a B.A. in Mathematics from the University of Pennsylvania.

His first foray into business was in Silicon Valley at a series of startups. He jumped to Wall Street to be the 25th employee of what is now one of the top 5 largest hedge funds in the world. From there he ventured into business ownership by building the first world-class indoor climbing gyms in Southern California. As a result, he has acquired a deep, first-hand understanding of the challenges entrepreneurs and leaders of growing businesses face on a regular basis and how to use technology to streamline operations driving growth and enterprise value.

Wes’s Hobbies

Wes is an avid sports fan and participant who enjoys climbing (obviously!), basketball, football, and golf among many others. He loves food and cooking. He’s also a proud father of 3 and a kid at heart playing too many video games.

Wes’s Favorite Quote

“I skate to where the puck is going to be, not to where it has been.” — Wayne Gretzky

Wes’s Passion

Wes believes everything can be made better. He’s a lifelong learner who constantly searches out thought leaders and seeks to apply those lessons to his life and his clients’.

Contact Us


5020 Campus Drive.
Newport Beach, CA 92660

Hours of Operation

Monday - Friday
8:00am - 5:00pm