ABOUT MARQUIS

A finance partner built for the way growing companies actually work

Marquis Management is a boutique accounting, finance, and advisory firm serving growing and mid-market companies. We combine the rigor of a large firm with the responsiveness of a dedicated partner — so the numbers are always right, and the counsel behind them always moves you forward.

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OUR STORY
Founded to give growing companies a real finance leadership

Marquis Management was founded on a simple observation: most growing businesses outgrow basic bookkeeping long before they can justify a full in-house finance team. That gap — between clean books and true financial leadership — is where decisions get made on incomplete information.

We built Marquis to close that gap. Our team of controllers, accountants, and CFO-level advisors embeds directly with leadership to deliver the systems, reporting, and strategic counsel that companies need to scale with confidence — at the stage they need it most.

15+

Years of combined finance leadership

Integrated service lines under one partner

Industries served across the mid-market

100%

Senior-led, relationship-driven engagements

HOW WE WORK

A senior led approach, end to end

We listen first

Every engagement starts with understanding your business, your goals, and where the numbers hurt today.

We build the foundation

Clean books, reliable systems, and strong controls — the base every good decision depends on.

We add the strategy

Forecasting, planning, and CFO-level counsel that turn clean numbers into confident decisions.

We stay for the long term

A consistent team that grows with you, refining as your business and needs evolve.

THE TEAM

Led by senior finance professionals

Controllers, accountants, and CFO-level advisors who have built and scaled finance functions before — and bring that experience directly to your team.

Managing Partner

FOUNDER · CPA

Two decades leading finance functions across venture-backed and mid-market companies, from first close to acquisition.

Director of Controllership

DIRECTOR · CPA

Owns month-end close, reporting discipline, and audit readiness — turning messy books into investor-grade financials.

Head of Advisory

FOUNDER · CPA

Leads FP&A, fundraising readiness, and M&A support — the strategic layer above the numbers.

System & ERP Lead