Our Mission

We provide high-quality, white-glove accounting and finance expertise, consulting, and related services so that business owners can save time, and grow their business’s sales, profit, cash flow, and valuation.

Our Values

  • Integrity – We are worthy of our clients’ trust.
  • Cultural Intelligence – We believe our clients’ company cultures are part of their DNA.
  • Strategy – We value planning before action.
  • Respect – People have intrinsic value.
  • Execution – We value people who do what they said they will do.

Company Leadership

Hello, I am Todd Serulneck, Managing Director and Chief Financial Officer.

I partner with owners and CEOs of primarily small and medium-sized businesses to solve financial risks and headaches.  My philosophy when working with clients is Culture first, Strategy second, and Execution third. Integrity is a given and never compromised.

I specialize in providing expert finance and accounting services for small and medium-sized SaaS and Consumer Product businesses. I help my clients accelerate growth, increase profitability, improve the value of their company, and achieve their business objectives.

I have over a decade of experience launching and growing businesses in the SaaS and Consumer Products space,

My Skills

Budgeting 95%
Strategy 88%
Finance 84%


My career has spanned being a divisional CFO for Walmart and previously a finance role at Office Depot. I currently hold the position of Managing Director and CFO for Lancaster & Hall.

I earned a B.A. in Neuroscience from Brandeis University and an MBA in Finance and Entrepreneurship from Columbia University’s Columbia School of Business.

Business, like football, is a game of inches

You find out life's this game of inches. So is football. Because in either game, life or football, the margin for error is so small. I mean, one half a step too late, or too early, and you don’t quite make it; one half-second too slow or too fast, you don’t quite catch it. The inches we need are everywhere around us.

My History

I grew up in the suburbs of Boston, Massachusetts. My wife and I met in college and stayed in the area for the early part of our careers.  Our careers have taken us up and down the east coast of the US.   We now live in Charlotte, NC with our two daughters.

I am a strong believer of giving back to the community and those who serve our country. I am a volunteer mentor to veterans and I provide free consults to the earliest stage companies during my complementary CFO office hours.

I am active with the Fort Mill Toastmasters, the B2B Solutions Group, and frequent events around entrepreneurship, startups, private equity, and former military leaders.