Your Wealth, Our Focus
Trusted guidance for your financial future.
Your Wealth, Our Focus
Trusted guidance for your financial future.
Trusted guidance for your financial future.
Trusted guidance for your financial future.

Part-time executive financial leadership to guide strategy, cash flow, and growth.

Strategic financial guidance to help you make smarter business decisions.

Expert analysis and solutions to improve your company’s financial performance.

Accurate, consistent bookkeeping that keeps your finances organized and up to date.

We fix messy books and bring your financial records back into order.

Professional tax filing designed to keep you compliant and minimize what you owe.

Smooth setup or migration of accounting software to streamline your finances.

Reliable payroll processing that ensures your team gets paid accurately and on time.

Preparation and filing of your sales tax returns to ensure accurate reporting and compliance with state requirements.
With an exceptional career spanning over two decades, Barry Formanack is a distinguished leader, known for his commitment to excellence. As a Certified Public Accountant (CPA) and holder of an MBA, Barry combines his extensive knowledge and practical experience to deliver wealth to business owners.
Barry employs his Six Sigma Green Belt expertise to enhance revenues, deliver operational efficiency and implement quality improvements that resonate throughout the business.
Barry’s extensive leadership background encompasses a wide array of sectors, allowing him to deliver insights that are both diverse and actionable. His dynamic approach to leadership and finance has made him a sought-after public speaker, where he shares his expertise on topics ranging from financial strategy to organizational leadership.
In addition to his professional endeavors, Barry is deeply committed to community service and governance, serving on several boards where he contributes his financial acumen and strategic leadership insight to guide organizations toward fulfilling their missions.
Barry Formanack's dedication to excellence and continuous improvement makes him a pivotal figure in the industry, inspiring peers and emerging leaders alike.
Barry and his wife, Carol have two adult children plus three dogs: a rescue Border Collie (Max), a mini Bernedoodle (Zoe), and a mini Cavapoo (Rory).
Christine Heath is a dedicated Staff Accountant with more than seven years of experience helping businesses maintain accurate, organized, and trustworthy financial records. As a Certified QuickBooks ProAdvisor, she brings advanced expertise in both QuickBooks Online and Desktop, making her a reliable resource for clients who want clean books and clear financial insight.
Christine specializes in full‑cycle bookkeeping, including monthly reconciliations, maintaining well‑structured financial records, and preparing detailed financial statements. She supports multiple entities at once, ensuring each one receives timely, consistent reporting and a smooth, dependable accounting process.
Known for her professionalism, responsive communication, and organized approach, Christine handles every aspect of bookkeeping with integrity and strict confidentiality. Clients trust her to manage sensitive financial information with care and to keep their books running smoothly. Christine brings clarity and confidence to every set of books she manages.
Greenville, SC, USA
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