You wouldn’t drive your car blind. Not looking at your company financials is like driving your business blind”
- Jaclyn O’Brien Garder
Your financials tell the story of your business and are the lifeline of your business. Your financial health can either make or break your business.
It’s the proactive approach that’s important. It’s not just looking in the rear view mirror of the past, but looking forward to the future of where you want to go and how you’re going to get there. And that’s where we can help.
CFO &
Advisory Services
We can all get bogged down with the day-to-day details of our business that it’s hard to take a step back and look at the bigger picture or focus on the numbers. Accurate and reliable financial data is imperative to make important financial and strategic business decisions.
We'll create financial statements, analyze the data and provide recommendations to improve efficiency and achieve great results. A step in the right direction so you can make the best strategic business decisions!
CFO &
Advisory Services
Budgeting & Forecasting
We help you plan for the future with tailored financial insights and projections.
Data analysis with
efficiency recommendations
Improve business performance through in-depth data analysis and strategic, actionable ideas.
Cash Flow Management
Maintain a healthy business with proactive management and planning for financial stability.
Monthly, Quarterly
and Annual Review
Stay on track with regular financial reviews to assess performance and make adjustments.
Financial Dashboard / KPIs
We'll create customized reporting with detailed metrics specific to your business
Income Statement &
Balance Sheet Preparation
Get clear, accurate financial statements prepared for your review.
Efficiency & Operational Audits
Our Efficiency and Operations Audit is designed to thoroughly review your current bookkeeping, financial, and strategic processes. We will evaluate how your systems are being utilized and identify opportunities for improvement, ensuring you’re maximizing efficiency and reducing unnecessary time and costs.
We’ll take a close look at your current workflows, systems, and tools to assess their effectiveness and pinpoint areas where bottlenecks or inefficiencies may be present.
With our comprehensive knowledge of bookkeeping and business strategy, we will propose ways to streamline your operations, simplify tasks, and enhance accuracy—all while ensuring your business stays aligned with best practices.
After the audit, we’ll deliver a tailored report highlighting key areas for improvement, potential cost savings, and steps for integrating more efficient processes. Whether you’d like us to implement the changes for you or prefer to handle it internally, we’ll provide the support you need to move forward.
Our team will evaluate whether you're making the most out of your current systems—whether it’s your accounting software, financial tracking tools, or other operational platforms. We will recommend updates, integrations, or changes that can boost productivity.
In this one day 1-on-1 Think Tank VIP deep dive, it’s all about you and your business. We’ll create an actionable roadmap based on where you are and where you want to be. And trust us, it produces real results!
> Unlock the business success you desire
> Focus on the most important topic(s) that are top of mind
> Gain financial and business clarity
> Overcome fears & mindset blocks
> Review your current financials
> Assess financial profitability and discuss where you’re at
> Create a successful path forward based on the numbers
Think Tank VIP
Business Insights
& Analytics
Without analyzing your financials, it's hard to see where money goes, which products are most profitable, and where to cut costs. Data analysis helps identify what's working, what needs improvement, or what should be eliminated.
> Specialized projects as needed
> Financial insights
> Profitability analysis
> Credit card spending dashboard and analysis
> General ledger analysis
> Financial dashboard and KPI report