Our Team

michael proulx

With over five years of experience in the financial and accounting field, Michael brings a strong foundation in financial management and business analytics to support informed decision-making and sustainable growth. He is well-versed in preparing and analyzing financial reports, navigating complex tax regulations, and utilizing data-driven tools to enhance operational efficiency. His experience includes:

  • Financial statement preparation and analysis
    (Profit and Loss, Balance Sheets, Cash Flow Statements)

  • Financial compliance and reporting

  • Business analytics and forecasting

  • Advanced Microsoft Excel functions and tools
    (PivotTables, VLOOKUP, Power Query, and data visualization)

  • Budgeting and financial planning

  • Tax preparation

Michael is committed to providing reliable, detail-oriented financial support tailored to each client’s unique needs. He is a graduate of Roberts Wesleyan University with a Bachelors in Accounting and Information Management. In his spare time, Michael enjoys watching baseball, playing golf, and spending quality time with family and friends.

lawrence lloyd

Lawrence is a seasoned consultant and investment banker with experience leading and managing start-up and growing businesses with profit and loss responsibility. His consulting engagements have resulted in successful business advancements with more than 100 clients across a broad spectrum of industry segments. Engagements concentrated on:

  • Sale, Merger or Purchase of Business Advisory

  • Strategic Planning / Business Plan Development

  • Capitalization Planning and Execution

  • Commercial Loan Debt Restructure

  • Serving as (Interim) Chief Executive Officer

  • Market Segment focused Marketing Plan Development

  • Leadership Team Coaching

  • Operational Efficiency Implementation

  • Design and implementation of Activity Based Costing systems

Lawrence is a graduate of Stonehill College and later earned an MBA with a concentration in entrepreneurial studies from the Olin School of Management at Babson College. In his spare time, Lawrence is an avid walker/hiker, carpenter and yogi.