About Us

About Us

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Throughout a career as a Certified Public Accountant, Ken Cone had the opportunity to go into countless businesses and ‘look under the hood,’ so to speak.  As he honed his craft he noticed several common threads between clients that were successful and those that weren’t.  With a keen eye for detail and an ability to quickly diagnose issues and provide solutions, Ken began offering more guidance and advice to clients than simply tax advice and balance sheet understanding.

While his skills in this consultative approach grew, he became increasingly passionate about providing knowledge to business owners, managers, and investors. Driving that passion is the desire to empower them to make more informed decisions about their business’ finances, the overall direction of their organizations and their work/life balance.

A native of the Bay Area, Ken holds a BSC and an MBA from Santa Clara University.