In an ever more specialized world, we embrace our role as the “general practitioner” of all things small business. If we don’t know the answer, we can find someone who does!

There is a place between the large and expensive firm and unqualified or unprofessional players. We provide professional service that is appropriately priced for the situation. Most of our business is referred from other CPAs.

Lynne’s career in finance began at age 12 when her mother needed help balancing her checkbook. (Remember when people still did that?) From those humble beginnings in Cleveland, OH she went on to the University of South Carolina, earning a BS in Accounting.

Her professional career began with three years in the audit department of the Dallas office of Touche Ross (now Deloitte Touche.) She moved to San Francisco and worked several more years in regional/local CPA firms with an emphasis on small business and troubled business consulting. After leaving public accounting, Lynne served as CFO of several Bay Area businesses. Some specific industry experience included: multi-store retail, wholesale distribution, professional services and direct mail.

Triage Management was founded in 1995. Lynne’s experience with small and medium sized businesses as both an outside accountant and as an in-house CFO brought to light that even the smallest of businesses can have complex issues that require a wide breadth of experience. Many small business owners rely on bookkeepers who are simply uninformed, or tax preparers who are unable to give timely attention to financial matters.