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Who We Serve
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What We Do
All services Ongoing Management ↳ Accounting Financial Decisions Setup & Improvement
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A finance person who knows your business

We keep an eye on the numbers, explain what is changing, track what you are working toward, and help you make financial decisions as the business grows.

Talk to us See example engagements ↓

Financial management that stays close to the business

  • Reliable numbers

    Keep the financial information current and useful enough to manage from.

  • Clear reporting

    See profit, cash, performance, and the numbers that matter most to your business.

A flow diagram of one year for a service business: $880K of revenue from recurring service, project jobs, emergency calls and add-ons, splitting into $484K cost of service and $396K gross profit, then into operating expenses and $116K of net profit.

  • Someone to ask

    Work through financial questions with someone who already knows the context.

  • Keep moving forward

    Track goals and upcoming decisions instead of starting over every month.

  1. Thinking we could use another employee. You think the numbers can support it?

  2. Let me see what we can afford. One sec.

  3. You’re close, but not quite yet. At your current margin, you’d need about $12k more in monthly sales to cover the hire without squeezing cash.

  4. Want to chat about how we can hit that target?

  5. Sure.

  6. Great — we’ll map it out at next week’s meeting.

What does ongoing financial management cost?

Every business needs a different level of support. These examples show what a typical engagement can look like.

Example engagements

Already have a good bookkeeper? Keep them

We can manage the accounting too, or work with the bookkeeper you already have.

Explore Accounting → Talk to us

Support that changes with your business

You might need a monthly review today and more hands-on support when you add another crew, take on a large contract, borrow money, or prepare for expansion.

Explore Financial Decisions → See pricing →

You don’t have to run the money side alone

Tell us what is changing in the business and what you are trying to figure out. We’ll show you what level of financial support makes sense.