About us.
Welcome to Tactic Bookkeeping & Business Advisory Services, where innovation, expertise, and personalized support come together to transform the way you manage your business finances.
As a 100% virtual firm, we specialize in cloud-based bookkeeping and financial advisory solutions designed to empower small and medium-sized businesses. Our mission is simple: to take the stress out of managing your finances, so you can focus on what you do best—building your business.
At Tactic, we understand that running a business is more than just numbers; it’s about strategy, growth, and realizing your vision. That’s why we go beyond bookkeeping to provide insights and strategies that help you make smarter financial decisions.
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4.4 based on 1,400+ client reviews
Our Mission
Our mission is to simplify and enhance business finances for entrepreneurs who are ready to take control of their financial future. We’re dedicated to providing clarity, accuracy, and peace of mind, so you can move forward with confidence.
We believe that when business owners have access to the right tools, expert advice, and a proactive support team, they can unlock their full potential. With Tactic by your side, you’ll always know where your business stands and where it’s headed.
What Makes Us Different
At Tactic Bookkeeping & Business Advisory Services, we go beyond traditional bookkeeping—we empower businesses with insight, strategy, and innovation. By combining human expertise with cutting-edge technology, we ensure that your financial management is not just accurate but also actionable
We understand that numbers tell a story, and our goal is to help you interpret and leverage that story for sustainable growth. Whether it’s streamlining your bookkeeping, optimizing cash flow, or providing forward-thinking business advice, we tailor our solutions to meet your unique needs.
With Tactic, you’re not just another client; you’re a valued partner. We take a proactive approach, offering personalized financial strategies that align with your business goals. Our commitment is to provide clarity, confidence, and a roadmap to success, so you can focus on what you do best—growing your business.
Let’s build a stronger financial future together.
Ready to Take Control of Your Finances?
Imagine having a financial system that’s simple, seamless, and built for growth. At Tactic Bookkeeping & Business Advisory Services, we’re ready to make that vision a reality
Here’s how to get started:
01
Schedule Your Free Consultation
Let’s discuss your goals, challenges, and how we can help. Book your no-obligation consultation today and discover how we can simplify your finances.
02
Explore Our Services
From daily bookkeeping to advanced financial advisory, we have a solution for every stage of your business.
03
Partner with Us
With Tactic by your side, you’ll have more time to focus on what matters most—your business.
Our Amazing Team
At Tactic, our team is more than just a group of experts—we’re passionate about your success.
Chief executive officer & Founder
CPA NM Duncan
With over 20 years of experience in accounting, financial strategy, and business advisory, NM Duncan founded Tactic Bookkeeping & Business Advisory Services with the goal of empowering businesses through accurate financial management and proactive strategy. As a Certified Public Accountant (CPA), NM has worked with businesses across various industries, helping them optimize cash flow, reduce tax liabilities, and achieve long-term growth. NM’s leadership is driven by a commitment to combining human expertise with cutting-edge technology to deliver top-tier financial solutions.
Chief Operating Officer
Michael Carter
With 15 years of experience in business operations and financial management, Michael Carter ensures that Tactic’s internal processes and client services run smoothly and efficiently. His expertise in operational strategy, workflow optimization, and customer experience has played a pivotal role in helping businesses streamline their financial operations. Michael is passionate about efficiency, team leadership, and ensuring clients receive seamless support tailored to their needs.
Director of Business Advisory Services
Emily Harrison
LA seasoned financial strategist with 12 years of experience, Emily Harrison specializes in business consulting, financial forecasting, and risk management. She has helped countless entrepreneurs and small business owners develop strategic financial plans that drive profitability and sustainability. Emily’s ability to translate complex financial data into actionable insights makes her an invaluable resource for business owners looking to scale with confidence.
Head of Client Success & Technology Integration
Daniel Mwangi
Bringing over 10 years of experience in financial technology and client relationship management, Daniel Mwangi leads Tactic’s efforts in integrating the latest financial software and automation tools to enhance accuracy and efficiency. Originally from Nairobi, Kenya, Daniel has a strong background in fintech solutions, digital transformation, and AI-driven financial tools, ensuring that our clients stay ahead in an evolving financial landscape. His focus is on delivering innovative solutions while maintaining a client-first approach.