Where we help
Starting up right
Choosing a tax structure (alongside your attorney), setting up your books and chart of accounts, separating business and personal money, and building good habits from day one.
Pricing and profitability
Which products, services or customers actually make you money? We break down margins so you can raise prices, cut what doesn't pay, and grow what does.
KPIs and dashboards
A handful of numbers you check every month, in plain English: cash runway, gross margin, revenue per employee, days to get paid.
Budgets and cash flow
Budgets you'll actually use, and cash flow forecasts that warn you before a tight month instead of during one.
Growth decisions
Hiring, a second location, a big equipment purchase, a new service line. We model the numbers before you commit.
Lenders and investors
Clean financial statements and projections that make loan and investor conversations easier.
Planning an exit
Getting your books, tax position and reporting in shape years before you sell or hand off the business.
Need ongoing strategic help rather than a project? See our virtual CFO and controller services.