Positive Cash Flow
Get Back on Track
When you started your business, you dreamed of financial security, success and the time to do what you love.
But managing a business became all-encompassing, wearing too many hats became a time suck, taking you away from your family and your home - the things that are really important to you. At the same time, you are not experiencing the level of financial success you expected.
We are here to re-hone your focus, keep you involved in the tasks that propel you forward, that get you to the financial level you always wanted, and allow you to let go of the tasks that don't provide value.
Consistent Growth
Accountability & Partnership
We can work with your current bookkeeping and accounting to improve the quality of your reporting, compliance and streamlined business planning.
If needed, we will help your team to build a permanent data storage, organized & accessible, so that your bookkeepers, tax accountant and future investors can rest assured that your company is compliant and transparent.
With over 20 years of experience in accounting and financial reporting, we understand how to future proof your business, proactively preparing for compliance, mergers and exit strategies.
What do we do?
Monthly Analytics, Guidance and Insights
We will review your financial results and meet with you each month and discuss how your business performance is aligned with your goals for both your business and your life.
Providing key revenue metrics, we will guide you to actionable insights to improve your business success, allowing you to let go of the reigns. We will keep you on track and provide feedback for the best success of your business.
Learn where you can reduce the number of hats you are wearing, so that you can get control back in your business, and time back in your life.
What are the Rules?
We only work with a few clients
We are a boutique firm, focused on only a few clients at a time. We strive to build a relationship with our clients that lasts throughout the life of your business. We have a detailed discovery process at the start of a new engagement to ensure that we are a fit for each other.
As such, we are driven to provide value to you, personally. In order to do this effectively, we require consistent communication and documentation.
However, we understand that sometimes the requirements of your business change and grow, or we discover down the road that it isn't a fit. Because of this we have no contracts; our engagements are month-to-month, cancel any time.