Accessible Financial Tools & Guidance for Small Businesses & Sole Proprietors
Custom bookkeeping, reporting, and systems, so you can focus on running your business, not wrestling with it.
We’re as excited about your business as you are.
We’ve spent over a decade helping businesses, big and small, get their systems, finances, and operations in order. We’ve seen what works, what doesn’t, and how easy it is for people to get lost in all the noise.
Our goal is simple: make starting and running a business easier for the people who keep the world running.
Whether you’re laying foundations, fixing machines, cleaning gutters, cutting hair, selling handmade goods, or running a food truck, you deserve the same support CFOs and accountants offer big corporations. We don’t care how flashy your branding is or how many people follow you. We care about helping you build something solid, sustainable, and yours.
You started your business because you’re good at what you do, or because you saw a need and decided to step up. We’re here to take the messy, frustrating financial parts off your plate so you can stay focused on the work that actually matters to you.
We don’t sell cookie-cutter systems. We work with you to build a setup that fits your business, not someone else’s idea of what it should be. So your questions get answered, your financial records stay clean for the tax folks and auditors, and your direction is clear.
What We Provide
We’re here to help you answer the questions every business owner asks. That includes the basics, like “Where is my money going?” and “How much am I actually making?” as well as deeper questions like “How much am I expecting to bring in next month?”, “Which of my marketing efforts are working?”, and “Which of my expenses are actually helping me grow?”
Your numbers don’t just show what’s happening. They show what’s working—and what’s not.
We’ll set you up with a clear, accurate system for tracking your cash flow and help you make sense of it, so you can make better decisions with assurance and confidence.
By assessing our three core services, we’ll show you how your cash flow gets recorded, how that data becomes clear reports and insights, and how it all works together to help you make smarter business decisions.
How is my cash flow recorded?
We design clear data recording systems that match how your business works. Our custom cash flow entry tools allow you to easily keep up with every transaction, with built-in automation for as much of the process as possible. We not only design these tools together, we also provide indefinite support if you have questions or want guidance in using them.
How is my cash flow data translated to answer my questions?
In conjunction with our custom tools, we use accounting best practices to facilitate financial tracking that fits your business. You will have your revenue, expenses, and cash flow data categorized and fed into easy-to-interpret reports available whenever you need them.
How is all of this information helpful to me and my business?
With solid data and reporting in place, we work together with you to analyze your numbers to optimize pricing, reduce costs, and uncover hidden opportunities. Get clarity on when to scale, streamline, or invest, with advice based on your actual performance.
We’re Here to Help
Curious how we can help? Let’s chat—no commitment needed.
Ready to start mapping the financial future of your business? Schedule a free consultation.