We founded our company after recognizing a significant gap in the financial guidance available to small businesses in the Hartford, Connecticut area. With over a decade of experience in operational finance, FP&A, and executive leadership, we spent years working in large corporate environments, most recently serving as CFO for a healthcare business unit in the Boston area. When starting a family hospitality business, we realized how difficult it was to find quality financial advice tailored to small business needs. This challenge sparked the idea for ProfitVista Consulting, where we now focus on providing accessible, high-level financial insight to local businesses. 

Drawing on our extensive backgrounds, we set out to offer consulting services that go beyond the standard offerings of CPA firms, focusing on personalized attention and strategic financial leadership. Together with Diana Gelfond, a seasoned consultant with 30 years of experience in accounting and cash management, we built ProfitVista Consulting to provide small businesses with the expertise typically reserved for large companies. Our mission is to help business owners navigate financial challenges with confidence and clarity, giving them the tools they need to grow and thrive in today’s competitive market.