Useful by design.
Impactful by nature.
Strategic Accounting and Consulting with lasting impact. We help you make decisions with clarity and confidence.
UTILIS (Latin) – /ˈjuː.tɪ.lɪs/
adjective: useful, helpful, beneficial
Our name reflects our mission - to be genuinely useful to the organizations we serve. Everything we do is designed with purpose, executed with care, and focused on results.
We specialize in helping businesses thrive through a unique blend of accounting expertise and operational insight.
Whether you're a professional services firm, a closely held business, not-for-profit entity, or a growing company, we bring clarity and momentum to your most pressing challenges.
Our
Services
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Client Accounting Services
Day-to-day accounting support to keep your operations running smoothly. Ideal for nonprofits, real estate firms, and growing businesses.
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Tax
Forward-looking tax strategy that ensures compliance and helps you make the most of credits, incentives, and state/local opportunities.
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Fractional CXO Services
Fractional CFO, COO, or Controller services to guide you through growth, transitions, and big decisions—without a full-time hire.
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Project Assistance
From audit prep to bookkeeping clean-up, we tackle complex finance projects when your internal team needs extra support.
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Leadership Consulting
People-first business consulting, leadership coaching, and succession planning to help firms grow with clarity and intention.
USEFUL. STRATEGIC. IMPACTFUL.
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USEFUL. STRATEGIC. IMPACTFUL. ~
Your business. Practically Equipped.
ADVISORY THAT DRIVES ACTION
We turn insight into implementation, with guidance you can actually use.
SOLUTIONS BUILT AROUND YOU
Every business is different. We tailor our services to your goals, structure, and stage.
NOT JUST ACCOUNTANTS. TRUE PARTNERS.
We work with you, not just for you, rolling up our sleeves to get the job done right.

Our
Team
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Rob Martin
FOUNDING PARTNER
Turns complexity into clarity.
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Chris Lazzuri
FOUNDING PARTNER
Helps clients grow with intention.
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Damon White
FOUNDING PARTNER
Brings structure and precision.
What Our Clients Are Saying
Get the strategic partnership you need.