Securieon Group
Monika I. Pelz, CPA, currently serves as the Leader of Business Advisory Services and Fractional CFO at Securieon Group, specializing in strategic growth and succession planning for mid to late-stage companies. With extensive experience in diverse industries, Monika has held significant roles including Fractional CFO at MTK Solutions, Inc., where best-in-class accounting services were delivered to middle-market, privately held companies, and a position at Moss Adams focusing on client relationships and regulatory compliance. Prior to these roles, Monika was a Partner at Armanino LLP, excelling in audit and assurance services, and began their career at Ernst & Young, mastering auditing and financial reporting. Monika holds a Bachelor of Science in Business Administration with an emphasis in Accounting from Sonoma State University.
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Securieon Group
The Securieon Group is a business consulting and management advisory firm that specializes in developing and executing high-performance growth strategy for each client. We provide insightful tactics and execution for founders and/or investors who are experiencing a pivotal point in their company’s growth. Some clients need a new unbiased strategic direction and others require leadership alignment, while most require sustainable and scalable revenue growth in a competitive industry. Executed successfully, our lead-by-example business consulting and management advisory services can result in expedited organic revenue growth, stronger competitive advantage, and/or preparation for mergers and/or acquisitions. Our clients range in size depending on the industry, but typically fall into $15MM to $100MM annual revenue and min EBITA of $500K.