Clean books.
CFO thinking.
Without the headcount.
Operating finance for small businesses doing $1M–$20M in revenue. Monthly close you can rely on. The CFO's view, when the call comes. And the rare advantage of a planner who also sees your household.
Three services, one ledger.
Categorized, reconciled, and reviewed. Closed within 15 business days of month end with a one-page memo flagging anything we noticed.
Cash forecasting, variance analysis, strategy calls, and tactical execution. The seat between your founders and your CPA.
Long-term growth strategy, lender relationships, EOS financial integration, and scenario planning. You have a CFO — you just don't pay full-time.
Reach out. We're happy to understand your situation and tell you honestly whether we can help — and what that would look like.
The shapes we know.
Small businesses where the founder still signs every check — and is starting to feel the weight of decisions made without finance at the table.
Agencies, law, consulting, design. $1–5M revenue, 5–25 people.
HVAC, plumbing, roofing, construction. The Mid-Cities corridor is our home turf.
$1M–$20M revenue. The books last got real attention two years ago.
Single or small group. The W-2 paychecks are sorted; the operating finance is not.
Sixty days from intro to close.
20-minute call, then read-only access to your books. We deliver a written memo on what we find and what we'd change first.
We catch up the prior months — bank recs, categorization, chart of accounts, owner draws sorted. However messy, we get it clean.
Close playbook documented, reporting cadence set, QBO optimized. The infrastructure that makes every future month faster.
Your first clean month closed within 15 business days of month end. The cadence begins.
Six months to get the foundation right.
A defined-scope engagement to clean up the books, implement automation, build a reporting rhythm, and hand off a business that runs cleaner than it did.
Your business and your household, under one roof.
If you also need financial planning for your household, the two sides connect. Your S-corp salary, distributions, retirement contributions, and household plan are modeled in one place — by the same person. No two-system telephone game.
See the households sideTwenty minutes.
We'll tell you what we'd do first.
Bring your last P&L or just bring your questions. No engagement, no commitment.