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.

Our Services

Start with the CFO. Grow on clean 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.

Grow the business

CFO Advisory Services

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.

  • Cash flow forecasting and revenue projections
  • Job and product profit analysis
  • Marketing and sales performance
  • Operations and project management support
  • A clear plan for where to spend your time and money
Talk to our team
Clean financials first

Bookkeeping Services

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.

  • Monthly bookkeeping and reconciliation
  • Cleanup and catch-up for late or messy books
  • Revenue coded by product and service line
  • Clean P&L, balance sheet, and AR reports
Talk to our team
Pricing

Your personal CFO, a fraction of the cost.

Every engagement starts with a free Profit Review, so your quote fits your real numbers, not a guess. Cancel anytime.

CFO Advisory · Our flagship

Doing $750K or more and ready to scale? This is where you start.

CFO Advisory is for owners who want to two or three times their revenue, work on the business instead of in it, and get real freedom back in their life. We build the forecasts, read the profit behind every job and product, and hand you a clear plan for the next move. It all sits on top of clean books. Pricing is custom and scoped after your free Profit Review, because a real CFO plan is built around your business, not picked off a menu.

Cash flow forecasting Profit by job and product Growth and scaling plan KPI dashboards Operations and project support
Book your free Profit Review
Bookkeeping Pricing

No clear financials yet? Start with the books.

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.

Backed by our guarantee.

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

Essential

$300 to $350 / month

Best for freelancers and solo owners under $100K in revenue. You want clean books without the extra cost.

  • Monthly bank and card reconciliation
  • Expense categorization with bank rules
  • Monthly financial statements
Start with a free Profit Review
Professional

$450 to $550 / month

Best for growing businesses with more than one account. More money moves each month.

  • Everything in Essential
  • Light AR and AP tracking
  • Quarterly performance summary
  • Priority support
Start with a free Profit Review
Bookkeeping + Lite CFO

$550 to $850 / month

Best for steady businesses that want more than books. You want guidance too.

  • Everything in Professional
  • Custom reports and KPI dashboards
  • Accrual and loan tracking
  • Monthly video walkthrough of your numbers
  • CPA-ready books at tax time
Start with a free Profit Review

Books already clean and ready for the CFO layer on top? Book your free Profit Review and we will scope it.

Wins

Real books, real businesses around here.

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.

Case Study The 16th hole stadium at the WM Phoenix Open, TPC Scottsdale
PGA Tour · Multi-year engagement

Data, analytics & reporting for the largest-attended event on the PGA Tour.

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.

700K+Annual attendees
$250M+Economic impact
100+Products analyzed
14Major sponsors tracked
Apply this to your business
Featured Win · Auto Repair, Apache Junction

350 duplicate deposits? No problem.

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 leaks
Auto Repair · Apache Junction

Years of double-counted deposits, gone.

Hundreds 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.

Growth Group Solutions

A chart of accounts that answers questions.

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.

Buzzed Honey · Shopify

Ecommerce books that keep pace with the store.

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.

Let's see what your numbers are actually telling you.

Get a free Profit Review. We go through your numbers together. Then we show you the first things to fix.

Get a Free Profit Review