What We Do

  • We turn your financial statements into easy-to-understand insights that guide strategic decisions.

    Examples:

    • Monthly or quarterly financial review package with key insights and ratio analysis.

    • Year end financial health assessment for tax or audit prep.

    • Trend analysis comparing current year vs. prior year(s).

    • Cash flow and liquidity assessment tied to operational performance.

    • Profitability breakdown by product, service line, or location using existing statements.

  • Streamlined accounting processes and tools that improve accuracy and efficiency.

    Examples:

    • Clean up and restructure QuickBooks, including rebuilding the chart of accounts.

    • Automate recurring journal entries, invoicing, or reporting workflows.

    • Implement AP/AR tools, payroll solutions, or expense management systems.

    • Reduce month end close time by redesigning processes and templates.

    • Audit data accuracy and reconcile historical records for cleaner reporting.

  • Clear budgeting, forecasting, and cost analysis to support smarter, mission-focused decisions.

    Examples:

    • Build an annual operating budget and 12–18 month rolling forecast.

    • Create departmental or program level cost reports.

    • Develop a break-even analysis for pricing or service planning.

    • Set up a monthly management reporting package for leadership teams.

    • Standardize chart of accounts and cost allocation methodology.

  • Custom dashboards that connect your numbers to your goals in real time.

    Examples:

    • Build a real time KPI dashboard connected to accounting or CRM systems.

    • Create department level performance dashboards (e.g., sales, operations).

    • Develop a cash flow or runway dashboard for weekly updates.

    • Design a CEO “one-page” metrics dashboard for executive reviews.

    • Convert existing static reports into automated visual dashboards.

  • Data driven insights to boost margins, strengthen cash flow, and stabilize growth.

    Examples:

    • Create a 6–18 month cash flow projection with risk scenarios.

    • Perform a margin analysis to improve pricing or reduce cost leakage.

    • Identify unprofitable services, contracts, or customers and recommend fixes.

    • Build a cash management strategy for stable, predictable operations.

    • Analyze cost structure to find savings opportunities and improve margins.

  • Optimized workflows and systems that support healthy, scalable operations.

    Examples:

    • Map current workflows and redesign processes for efficiency.

    • Create or update SOPs for accounting, billing, or operations teams.

    • Implement or refine project management workflows (e.g., Asana, Monday, ClickUp).

    • Conduct a capacity analysis to improve staffing and workload balancing.

    • Redesign the intake-to-invoice pipeline to shorten cycle times.

  • Transform your vision into a practical, measurable, financially grounded plan.

    Examples:

    • Facilitate a half-day, full-day, or multi-session strategic planning workshop.

    • Produce a 3–5 year strategic plan with KPIs and financial targets.

    • Develop a financial roadmap for expansion (new product, new region, new location).

    • Create an organizational scorecard to track progress on goals.

    • Conduct a SWOT or risk analysis tied to financial strategy.

  • Financial modeling and scenario planning that prepare you for sustainable expansion.

    Examples:

    • Build a financial model for launching a new service or product.

    • Model the financial impact of hiring additional staff or leadership roles.

    • Create multi-scenario growth projections for strategic planning.

    • Evaluate expansion into new locations, regions, or markets.

    • Analyze long-term revenue potential and sustainability of new initiatives.

  • Experienced financial leadership, without the full-time cost, to guide your growth.

    Examples:

    • Monthly oversight of financials, cash flow, budgets, and controls.

    • Prepare board ready financial packages and presentations.

    • Manage banking relationships, debt planning, or financing conversations.

    • Lead or support due diligence for fundraising or acquisition activity.

    • Implement internal controls and review financial risks.

  • Regular coaching to help you stay confident, informed, and aligned with your vision.

    Examples:

    • Monthly or quarterly advisory sessions reviewing performance and strategic decisions.

    • Coaching the owner on key financial skills, metrics, and planning.

    • Supporting decision-making on major purchases, hiring, or expansion.

    • Translating complex financial concepts into simple, owner friendly insights.

    • Acting as a sounding board for growth decisions or operational challenges.