About Us

Lockstep helps business owners understand the numbers behind their business and how to use them to make better decisions


Who We Are

We’re Tristan & Reagan Schroeder, a husband and wife team of finance professionals with years of consulting, pricing, and financial analysis experience, helping small businesses get the kind of financial insight that usually only larger companies have


Who We Work With

Business owners who want to understand their money better: what’s profitable, where the cash is going, and what they can afford to do next


How We Work

We work alongside you to build financial clarity into how you run your business day to day, whether that means setting up systems, building a forecast you can trust, or being available when a big decision comes up


What Makes Us Different

Your books and taxes are in good hands with your accountant; we take it from there, translating your numbers into clear, practical guidance you can use to run your business with confidence

Begin Your Transformation

Submit the inquiry form to discuss your objectives and determine how we can help you achieve your business goals!