Our team

Patrice Malloy

CEO

Patrice Malloy is a certified QuickBooks Pro Advisor, finance professional, entrepreneur and founder of the company. She possesses experience as a program manager and financial improvement and audit readiness (FIAR) and tax and advisory professional with over 15 years of experience in the government and private sectors. Her expertise includes being well-versed in program and project management, enterprise-level oversight and risk management, internal controls, financial analysis and reporting, strategic oversight and alignment, process improvement, and organizational change management. She is an accomplished leader known and respected for inciting successful change in high visibility programs and building credibility with executive teams and thought leaders. In essence, Ms. Malloy successfully bridges the gap between business, finance, and technology, with a proven track record of driving continuous process improvements that result in increased profit and an overall reduction in costs/tax liabilities. Notable clients include DoD, VA, DHS-CBP, PricewaterhouseCoopers, KPMG, Sprint Nextel, Fannie Mac, Freddie Mac, and Keurig/Dr. Pepper.