Useful by design.
Impactful by nature.

Strategic Accounting and Consulting with lasting impact. We help you make decisions with clarity and confidence.

UTILIS (Latin) – /ˈjuː.tɪ.lɪs/

adjective: useful, helpful, beneficial

Our name reflects our mission - to be genuinely useful to the organizations we serve. Everything we do is designed with purpose, executed with care, and focused on results.

A logo featuring a light blue shield with swirling dark and light gray lines.

We specialize in helping businesses thrive through a unique blend of accounting expertise and operational insight.

Whether you're a professional services firm, a closely held business, not-for-profit entity, or a growing company, we bring clarity and momentum to your most pressing challenges.

Our
Services

  • Client Accounting Services

    Client Accounting Services

    Day-to-day accounting support to keep your operations running smoothly. Ideal for nonprofits, real estate firms, and growing businesses.

  • Tax

    Tax

    Forward-looking tax strategy that ensures compliance and helps you make the most of credits, incentives, and state/local opportunities.

  • Fractional CXO Services

    Fractional CXO Services

    Fractional CFO, COO, or Controller services to guide you through growth, transitions, and big decisions—without a full-time hire.

  • Project Assistance

    Project Assistance

    From audit prep to bookkeeping clean-up, we tackle complex finance projects when your internal team needs extra support.

  • Leadership Consulting

    Leadership Consulting

    People-first business consulting, leadership coaching, and succession planning to help firms grow with clarity and intention.

LEARN MORE ABOUT OUR SERVICES

USEFUL. STRATEGIC. IMPACTFUL.

~

USEFUL. STRATEGIC. IMPACTFUL. ~

A man and woman in business attire look at a smartphone together in an office or conference room.

Your business. Practically Equipped.

ADVISORY THAT DRIVES ACTION

We turn insight into implementation, with guidance you can actually use.

SOLUTIONS BUILT AROUND YOU

Every business is different. We tailor our services to your goals, structure, and stage.

NOT JUST ACCOUNTANTS. TRUE PARTNERS.

We work with you, not just for you, rolling up our sleeves to get the job done right.

Our
Team

  • Rob Martin – Founding Partner, Utilis Consulting

    Rob Martin

    FOUNDING PARTNER

    Turns complexity into clarity.

  • Chris Lazzuri – Founding Partner, Utilis Consulting

    Chris Lazzuri

    FOUNDING PARTNER

    Helps clients grow with intention.

  • Damon White – Founding Partner, Utilis Consulting

    Damon White

    FOUNDING PARTNER

    Brings structure and precision.

Learn more about our team

What Our Clients Are Saying

  • Utilis has been there for me, guiding, directing, and offering ongoing support. Their approach to client service and BD continues to make me become a better professional with each and every passing day.

    - Greg S. , Director at Top 25 Accounting Firm 

  • Utilis was a pleasure to work with. Utilis was attentive to detail, easy-going, and extremely professional. Thankful for their professionalism, and more importantly, their heart to serve others well!

    -Justin J., Service Provider to Utilis Client 

  • If you are looking for a business coach to help advance your career, I highly recommend having a discussion with Utilis.

    -Jake J, VP of Accounting

Get the strategic partnership you need.