Sound Familiar?
You're working harder than ever. Revenue is up. But cash is tight, your books are behind, and you're making decisions on gut feel.
Your CPA handles taxes — and they're good at it. But nobody is helping you understand the real economics of your business. Where your cash goes. Which customers are actually profitable. Whether you can afford that next hire.
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That's the gap we fill.
Three levels of support. Start where you are.
Not sure where to start?
Our Financial Diagnostic reviews your current financials, identifies gaps and risks, and delivers a written report with prioritized recommendations — in 2–3 weeks.
How we're different
We think like investors.
We analyze your business the way an investor would — looking at cash dynamics, profitability drivers, and growth economics. Your reports don't just summarize last month. They inform what to do next.
Leading indicators.
We track the metrics that predict what's coming — so you can act before problems hit the bank account.
Your financials should work for you.
Your CPA handles the financials built for the IRS — compliance, tax planning, filing. We handle the financials built for you — the ones that show where your cash goes, which customers are profitable, and whether you can afford that next hire. Both matter. They're different jobs.
Ownership mindset.
We think about your business the way you do — as something you're building, not just running.
Who we help
We work with service-based business owners doing $500K to $10M in revenue with 5 to 50 employees — companies that have outgrown basic bookkeeping but aren't ready for a full-time finance team.
Industries we work with: staffing companies, HVAC contractors, dental practices, property management firms, and other service businesses. Headquartered in Dallas, working with clients across Texas and beyond.