Your Business. Sharper.
Our Story
Our team brings a powerful combination of corporate finance, private accounting, and audit experience from leading firms and high-growth companies. We’ve worked across several industries including healthcare, real estate, and technology—giving us a unique understanding of the operational and financial challenges that small businesses face.
With deep expertise in budgeting, forecasting, regulatory compliance, and operational analysis, we’ve supported everything from Fortune 500 transformations to lean startups. We cut through the complexity to deliver clear, tailored financial strategies that help small businesses thrive.
We’re committed to building lasting relationships and delivering hands-on, results-driven support that makes a real impact to your small business.
Offering expert-level advice & unique strategies to help small businesses succeed
Budgeting & Forecasting
What’s the first step toward taking control of your business’ finances?
Start with a clear plan. We help you build tailored budgets and accurate forecasts so you can anticipate challenges and grow with purpose.
Tax Planning & Regulatory Compliance
Worried about taxes or staying compliant?
You’re not alone. We break down tax planning and regulatory requirements into clear, actionable steps—so you can avoid penalties and stay focused on your business.
Expense Reduction & Debt Management
Spending too much or feeling buried in debt?
We’ll help you uncover hidden costs, reduce expenses, and manage debt smarter—so your money works harder for you.
Financial Analysis & Investment Strategies
How do you know if your business is actually doing well?
We dig into your numbers with expert financial analysis and guide you with smart, forward-thinking investment strategies to help you grow confidently.
Explore Our Services
Ask about discounts for referrals
Initial Consultation
Free
Let’s talk about your goals, challenges, and how we can help—no commitment required.
Tailored Business Solutions
$99/hr
Personalized, expert support when you need it, billed hourly.
Retainer
Monthly + Annual Pricing Available
Ongoing, strategic partnership with priority access at discounted rates.
Tailored Experience. Small-Business Focus.
At Humaris Financial Group, we bring big-firm experience with a small-firm mindset. We’ve taken the financial expertise gained from working with large corporations and tailored it specifically for small businesses. Our approach is personal, practical, and hands-on—no generic software, no one-size-fits-all packages. Just real solutions, built around your business.
Customized financial strategies
One-on-one guidance and accessibility
A true partner in your growth