Premium bookkeeping, forward-looking strategy, and operations support under one roof. End-to-end CFO management, and that's just the beginning.
Each one stands on its own, and they work best together: clean books feed the strategy, and the strategy tells the operations work where to dig.
This is the foundation, so we treat it like one. Your books come back accurate to the cent, with every sale coded to the right product or service instead of a generic bucket. The kind of clean financials your tax accountant almost never sees, and that quietly save you money come filing time.
Categorizing the past is the easy part. The value is in what comes next. We pull the metrics that actually move you forward, what revenue is likely, which jobs and products make money, where your marketing and sales are paying off, and where AI can save you hours.
We find where the financials show you are not running at 100 percent, then we use our project management and operations work to fix it at the source. The improvement shows up in the books, right there in the P&L, and in a bigger bottom line.
Every engagement starts with a free Profit Review, so the quote you get reflects your actual books, not a guess. Pricing reflects volume and complexity. Cancel anytime.
If you are not 100% satisfied, you get 100% of your money back, as long as you provide the access and information we request on time. And once you're on monthly service, if your CPA ever finds an error we made, we fix it free and credit you a month.
★★★★★ Rated 5.0 by our clients on Google
Best for freelancers and solo owners under $100K in revenue who want clean books without the overhead.
Best for growing businesses with multiple accounts and more moving money.
Best for established businesses that want guidance with the books, not just the books.
CFO Advisory sits above every plan here: cash flow forecasting, revenue projections, job and product profitability, marketing and sales performance, and operations support, on top of your bookkeeping. Scoped and quoted to your business after your free Profit Review.
The same rigor that holds up in a Fortune 500 audit and at the biggest event on the PGA Tour, put to work on local businesses that can actually use it. Here's some of that work.
We turned the WM Phoenix Open's numbers into decisions. We showed which product offerings were actually making the most money, used past years to predict which days would need the most staff, and closed out with numbers accurate enough to plan the next event around. Same thing we do for a local shop, just at a scale you'd recognize.
Hundreds of payments at Abe's had been recorded twice, so the books showed far more revenue than the shop ever made. We rebuilt them until they matched reality.
We rebuilt the books in QuickBooks Online on a chart of accounts shaped around how the business really runs, with service work and event operations kept apart, so every report points at a decision instead of a generic template.
For a growing Shopify brand, we got the financial side in order so sales, inventory, and cost line up month to month, and the founders can see what's selling and what's not.
Get a free Profit Review and we'll go through your numbers together, then show you the first things we'd tighten. Fill out the form and you'll also unlock the Christmas in July Sale offer.