Financial Guidance Built Around Your Business

We give business owners the financial expertise of a CFO without the cost of a full-time hire. We transform the numbers into clear plans and confident decisions so you can focus on what you do best.

Financial Planning & Budgeting

We build a working budget and financial plan tied to your goals, then track your performance against it throughout the year. You’ll always know where you stand instead of finding out after the fact.

  • A realistic annual budget built from your actual numbers

  • Revenue and profit targets that connect to your goals

  • Regular check-ins comparing actual results to the plan

  • Clear explanations of what’s driving any gaps

Good fit if: you’re making money but don’t have a plan for what you should be bringing in or spending.

Systems & Process Clean Up

We set up and streamline the financial systems behind your business, from bookkeeping to expense tracking, so the numbers you rely on are accurate and current.

  • Bank and credit card reconciliations, including catching up on past months

  • QuickBooks setup, cleanup, and organization

  • Streamlined invoicing, expense tracking, and bill payment processes

  • A monthly routine so your numbers stay current

Good fit if: you’re not sure your numbers are right, or you can’t easily see where your money is going.

Pricing & Profitability Strategy

We analyze what you’re earning on each job, service line, or customer, not just top-line revenue. Many businesses are underpricing without realizing it, and we help identify and correct it.

  • Profitability analysis by job, service, or customer

  • A review of your pricing, labor costs, and materials markup

  • Recommendations for where to adjust and by how much

  • Guidance on tracking profitability going forward

Good fit if: you’re busy and your revenue looks healthy, but your bank account doesn’t reflect it.

Big Decision Support

Before making a major decision like hiring, a large purchase, or expanding to a new location, we model the financial impact so the decision is based on the numbers.

  • Financial models for hiring, equipment purchases, expansion, or new services

  • A clear look at what the decision does to your cash and profit

  • Side-by-side comparisons of your options

  • A plain-English recommendation to help you decide with confidence

Good fit if: you’re weighing a big move and want to know whether you can actually afford it

Cash Flow Forecasting & Management

Profitability on paper doesn’t guarantee cash in the bank. We build forecasting tools that show what’s coming in, what’s going out, and whether upcoming obligations like payroll or invoices are covered.

  • A rolling cash flow forecast built from your numbers

  • Visibility into upcoming payroll, taxes, and large bills

  • Early warning when cash is likely to get tight

  • A simple process to keep the forecast updated

Good fit if: cash feels tight even when business is good, or slow seasons catch you off guard.

Fundraising & Lending Readiness

When it’s time to pursue a loan or line of credit, we prepare your financials and your narrative so you walk into the conversation prepared.

  • Cleaned-up financial statements lenders expect to see

  • Projections and supporting numbers for your loan request

  • A clear explanation of how you’ll use the funds and repay them

  • Preparation for the questions a lender is likely to ask

Good fit if: you’re planning to apply for financing and want your numbers to hold up.

How It Works

What happens on the first call?

1

We start with a free intro call to learn about your business and what you want to solve. There’s no pressure and no obligation to move forward.

How does billing work?

2

We bill hourly for the time worked, and you’ll receive an estimate before any work begins. There are no retainers or long-term contracts.

We work within the tools you already use, including QuickBooks, and alongside your current accountant or bookkeeper if necessary. There is no need to make any changes there.

Do you work with my accountant or software?

3

Typically, access to your accounting software and your recent financial statements if you have them. If we need anything else, we’ll tell you exactly what and why.

4

What do I need to provide?

Is my financial information kept confidential?

5

Yes. Your information is used only for your engagement and kept strictly confidential.

Begin Your Consultation

Submit the inquiry form to initiate a confidential discussion and explore how these solutions can advance your strategic priorities.