We started NewView Consultancy Group because we saw too many great businesses held back by bad financials, surprise tax bills, and accountants who only showed up once a year. We do things differently.
Too many entrepreneurs make critical decisions — hiring, investing, expanding — without clear financial data. They're flying blind. We founded NewView to change that.
We built a firm that combines the rigor of a Big 4 accounting firm with the personal attention of a boutique advisor. Our clients get enterprise-grade financial management at a price that makes sense for growing businesses.
Every client works with a dedicated team — not a rotating cast of strangers. We learn your business deeply, think about it proactively, and bring insights to the table before you ask.
These aren't words on a wall. They're the principles that shape every client interaction, every financial report, and every decision we make.
We tell you what your numbers actually mean — including the uncomfortable parts. No sugarcoating, no jargon. You deserve to understand your own business.
We're not a vendor you pay and forget. We're invested in your success. Your wins are our wins, and when challenges arise, we're the first ones in the room with solutions.
We don't wait for you to ask questions. We identify opportunities and risks before they become problems — and bring them to you with a plan.
Financial decisions carry real consequences. We'd rather get it right than get it fast. Our processes and review layers exist to protect your numbers — and your business.
We don't just record history — we help you shape the future. Every report and every conversation is oriented toward helping you grow profitably and sustainably.
We hold ourselves to the highest professional standards. Our team pursues continuous education, stays current on tax law, and brings best-in-class practices to every engagement.
Experienced, credentialed, and genuinely invested in your success.
Sarah founded NewView after 12 years at a Big 4 firm and 3 years as VP of Finance at a venture-backed SaaS company. She saw firsthand how transformative great financial leadership can be — and how inaccessible it was for most small business owners. She built NCG to fix that. Sarah specializes in SaaS financial modeling, fundraising strategy, and scaling finance operations for high-growth companies.
David brings 12 years of corporate accounting and controller experience across manufacturing, e-commerce, and professional services industries. He's built financial reporting infrastructures from scratch for companies ranging from startup to $50M in revenue. David oversees all monthly closes, internal controls design, and financial reporting quality at NCG — ensuring every number that leaves our office is accurate and defensible.
Maria heads our bookkeeping team and has personally managed the books for over 50 small businesses across a decade. She's a QuickBooks ProAdvisor and Xero-certified expert who brings obsessive attention to detail and a gift for making complex financial systems simple. Her team is responsible for the clean, timely books that our clients depend on — month after month, without fail.
James leads our business planning and investor readiness practice. With a background in investment banking and corporate development, he's built financial models and business plans that have helped clients secure over $20M in SBA loans, bank financing, and venture capital. James is the team member you want in the room when you're negotiating with investors or preparing for due diligence.
Lisa is an Enrolled Agent and CPA with 14 years of tax planning experience for small and mid-market businesses. She specializes in S-Corp and LLC optimization, multi-state tax compliance, and identifying overlooked deductions that save clients thousands. Lisa's proactive quarterly tax planning has saved NCG clients an average of $18,000 per year compared to their previous accountants.
Alex is our resident tech wizard — the person who connects your accounting software to everything else and makes it all work automatically. With expertise in QuickBooks, Xero, Bill.com, Gusto, Ramp, and Looker Studio, Alex designs financial workflows that eliminate hours of manual work every month. He's also built custom KPI dashboards for over 30 clients that give real-time business visibility.
"NCG is the first accounting firm that I feel truly understands my business. Sarah and the team aren't just doing my books — they're helping me build a company. I can't imagine running my business without them."
"We switched to NCG after two bad experiences with other firms. Night and day difference. They're responsive, proactive, and actually explain what's happening with our numbers. Lisa saved us $47K in taxes alone in year one."
"James built our investor pitch financials and they were exceptional. The investors commented specifically on how clean and well-constructed our model was. We closed our round 3 weeks after kicking off with NCG."