Who we are
We build clarity and spark innovation.
Our purpose is to give small and mid-sized businesses the systems, insight, and strategic truth they need to thrive.
We love taking complex problems—whether ERP, dashboards, HR, or lender relationships—and designing solutions that didn’t exist before.
Our role is to challenge old thinking, do the right thing, and help leaders make better, faster decisions.
Core Values
Kind, blunt, and backed by numbers.
Professionally Direct.
Human, fun, and in the fight with you.
Finance with a Pulse.
Challenge the Default.
Better beats familiar.
We show up, work hard, tell the truth, and keep our promises.
leave clients and our community better than we found them.
We Give Two Sh*ts.
-
Founder & Fractional CFO
Tim Klemz is a finance and operations leader with 18+ years spanning public accounting, internal audit, and executive management. He began in public accounting with Eide Bailly, developed regulatory and SOX discipline leading internal audit work at Otter Tail Corporation, and then moved into executive roles as CFO and VP of Finance for multi‑entity organizations. That path gives him a rare dual lens: institutional controls and reporting standards paired with practical, on‑the‑ground execution.
His operating experience ranges from high‑growth SMBs to complex portfolios of 50+ entities and $100M+ in active work, including development, commercial construction, property management, and single‑family/multifamily investment platforms. He has also led adjacent functions in IT and HR, which informs how finance, systems, and people must work together.
Tim focuses on innovation that produces measurable results. He sets the operating rhythm through annual and quarterly planning, a KPI dictionary, and a simple weekly scorecard. He instills discipline and builds the decision infrastructure with the right ERP, a crisp monthly operating review, and modernized IT and HR. On the capital side, Tim translates field operations into lender‑ready narratives, covenant models, and banker packages. He is equally comfortable with community banks and institutional lenders, with a track record that includes multiple agency refinancing (Fannie Mae/Freddie Mac) and ongoing covenant reporting without surprises.
Known for a decisive, professionally direct style (Gallup Strength: Command), Tim challenges old thinking, simplifies complexity, and helps teams execute.
Credentials & Affiliations
• Certified Public Accountant (CPA) — North Dakota
• Certified Internal Auditor (CIA) — The IIA
• Member: AICPA
• Fluent in EOS/Traction operating cadence and scorecard governance
Numbers don’t have to be boring or stressful.
Book your free CFO consult and let’s turn your numbers into traction.