Grow the business, not the workload.
CFO strategy to help you scale, work on the business instead of in it, and get your time back. All built on clean, reliable books.
CFO strategy to help you scale, work on the business instead of in it, and get your time back. All built on clean, reliable books.
The CFO work is where the growth happens, and it runs on clean books. If your financials are not clear yet, we start there and build up.
For owners doing $750K or more in revenue who want to two or three times what they earn, work on the business instead of in it, and buy back real freedom in their life. We turn your numbers into a plan: what is coming, where the profit hides, and where to put your time and money next.
If you do not have clear financials, start here. You cannot run a CFO playbook on messy books. We keep your bookkeeping clean and current, fix and catch up whatever is behind, and code every dollar to the right place so every report you rely on is one you can trust.
Every engagement starts with a free Profit Review, so your quote fits your real numbers, not a guess. Cancel anytime.
You cannot run a CFO playbook on messy books, so if yours are behind or unclear, this is the foundation. Transparent pricing, no long term contracts, and it all starts with a free Profit Review.
Not happy? You get all your money back. Just give us the access and info we ask for on time. And once you are on monthly service, if your CPA finds an error we made, we fix it free. We also credit you a month.
★★★★★ Rated 5.0 by our clients on Google
Best for freelancers and solo owners under $100K in revenue. You want clean books without the extra cost.
Best for growing businesses with more than one account. More money moves each month.
Best for steady businesses that want more than books. You want guidance too.
Books already clean and ready for the CFO layer on top? Book your free Profit Review and we will scope it.
We bring big-league care to small business. That same care holds up in a Fortune 500 audit and at the top PGA Tour event. Now we put it to work for local businesses. Here is some of that work.
We turned the WM Phoenix Open's numbers into clear choices. We showed which products made the most money and used past years to predict busy days and staffing. We closed with numbers clean enough to plan the next event. It's the same work we do for a local shop, just at a scale you'd know.
Right before taxes, a local shop's books looked wrong. They showed six figures more revenue than the shop earned. We found 350 duplicate deposits. We fixed the books to match real life. Then we set up monthly bookkeeping so it stays right. A free Profit Review catches things like this.
Check my books for leaksHundreds of payments at Abe's got recorded twice. So the books showed far more revenue than the shop made. We rebuilt them to match reality.
We rebuilt the books in QuickBooks Online. We built a chart of accounts around how the business runs. We kept service work and event work apart. So every report points to a choice, not a generic template.
This is a growing Shopify brand. We put the money side in order. Now sales, inventory, and cost line up each month. The founders can see what sells and what does not.
Get a free Profit Review. We go through your numbers together. Then we show you the first things to fix.