Client advisory for owners
Keep the main thing, The Main Thing.
You are scaling. Cash should be obvious. It is not. We turn the books you already keep into a monthly profit pulse — so you see the leaks, protect the runway, and decide from numbers instead of gut.
- First pulse
- 14 days
- Plans from
- $2k
- The books stay
- Yours
- QuickBooks
- Xero
- MYOB
- Digits
- NetSuite
- Sage Intacct
- Wave
The problem
The books are done. The decisions are not.
Most owners pay for bookkeeping and still cannot answer three questions by Tuesday: Where did the cash go? What is leaking? What do we do this month? We close that gap. Reporting, a plan that moves with the file, and a partner on the decisions those numbers surface.
See the leaks
Clear financial reporting
Monthly statements and a dashboard of the handful of numbers that actually run the company — written in owner language, not accountant dialect.
How it worksLock the plan
Strategic business planning
Budgets and forecasts that move when the books move. A 13-week cash view so hiring, inventory, and debt are decisions — not surprises.
How it worksDecide with a partner
Expert business advice
A monthly working session on the decisions the numbers surface — pricing, hiring, inventory, debt — so focus stays on the main thing.
How it worksWhat you actually get
A pulse you can read in ten minutes.
Not a dump of every account. A short pack: cash in, cash out, the leak, and the three moves that matter before the next close. This is a sample of the story — your numbers, your leaks.
Get yoursSample Profit Pulse
Cash position
$109k
+$69k after the leak was sealed
Cash in, Nov
$102k
Collections tightened
Cash out, Nov
$73k
Two silent costs cut
Runway change
+11 wks
After September close
The pack
Six views. One close.
Sample of a monthly pulse — the same books, six ways, in owner language. Yours will use your numbers.
Sample · Jan–Jun
Cadence
Three steps. Then a rhythm.
1
Connect the books
We plug into the file you already keep — QuickBooks, Xero, MYOB, Digits, NetSuite, Sage Intacct, Wave — and learn how the business actually makes money. No software rip-and-replace.
2
First Profit Pulse
Within two weeks you get a diagnostic: where cash is leaking, what is working, and the three moves that matter next.
3
Monthly cadence
Close, pulse, plan. Same week every month. The operating rhythm that keeps the main thing the main thing.
This is for you if
- You keep books. You still run the company on gut.
- Cash surprises you in the last week of the month.
- Margin is slipping and no one can point to the line.
- You want a monthly cadence, not another dashboard login.
This is not for you if
- You need a bookkeeper, tax preparer, or auditor.
- You want investment management or personal wealth advice.
- You are pre-revenue or still finding product-market fit.
- You want software with no human on the other end.
Plans
Three seats. No menus.
Most owners sit in Professional. CFO is there if you want us on demand between the pulses.
Essential
For owners who need the numbers to stop lying.
$2,000/mo
- Custom monthly reports and dashboards
- Leak flags and a short action list
- Dedicated support on the pack
- Built from the books you already keep
Professional
Most ownersFor owners who want a monthly strategy partner.
$4,000/mo
- Everything in Essential
- Budget, forecast, and 13-week cash
- Balance sheet and cash flow projections
- Monthly working session on the decisions
- Decision memos you can act on that week
CFO
On-demand virtual CFO. Same cadence, more of us when the call is big.
$8,000/mo
- Everything in Professional
- On-demand virtual CFO between monthly sessions
- Same-week availability when a decision cannot wait
- Deeper work on financing, hiring, and cash events
For firms and bookkeepers
White-label advisory. You keep the client. We stay in the shadows.
Outsourced CAS is a real seat. Sell the pulse as yours. We write it, you bill it, they never meet us unless you want them to.
