Three Levels of Support
Every business is at a different stage. Some need clean books. Some need the insights behind the books. Some need a financial partner at the table for big decisions.
FOUNDATION
Get your books right.
Bookkeeping, monthly close, reconciliation, and reporting you can trust. The foundation everything else builds on.
"You need reliable numbers — and someone you don't have to chase."
-
Transaction recording and categorization
-
Monthly close — on time, every time
-
Bank and credit card reconciliation
-
Monthly financial statements
-
AR tracking and collections support
-
AP management
GROWTH
See what the numbers mean.
Everything in Foundation plus financial analysis, custom reporting, cash planning, and profitability analysis.
"You have the books — now you need the insights to grow."
-
Everything in Foundation
-
Custom reports for your business
-
Cash flow analysis and projections
-
Profitability by customer, project, or line
-
Leading indicators and trend analysis
-
Recommendations with every report
STRATEGIC
Build what's next.
Everything in Growth plus CFO-level strategic planning, investment analysis, KPI development, and board reporting.
"You're making big decisions and need a financial partner at the table."
-
Everything in Growth
-
Cash flow forecasting and scenarios
-
Annual budgets and variance analysis
-
Pricing strategy and margin optimization
-
Investment and capital planning
-
KPI development and board reporting
Not Sure Where to Start?
You don't have to know which tier is right. That's what the Financial Diagnostic is for.
The Financial Diagnostic
We review your current financial operations — books, reports, processes, gaps — and deliver a written report with findings, risks, and prioritized recommendations.
It's the fastest way to understand where you stand and what to fix first. Many clients start here before choosing an ongoing engagement.
Starting at $1,500 -- 2 - 3 Weeks
How We Work
Every engagement starts the same way — regardless of tier.
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 next quarter.
Proactive, not reactive.
We flag problems before they hit the bank account. We don't wait for you to ask — we tell you what we see.
Interpretation, not just data.
Every report includes what the numbers mean and what to do about it. No jargon. No data dumps. Plain language.
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.