The work
Reporting. A plan. A partner on the decisions.
Three services, one cadence. We sit on top of the books you already keep — QuickBooks, Xero, MYOB, Digits, NetSuite, Sage Intacct, Wave — and turn the close into something you can run the company from.
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.
- P&L, balance sheet, and cash flow you will actually read
- A short list of the 8 numbers that matter this month
- Leak flags: margin compression, slow receivables, silent cost creep
- Built from the books you already keep
Lock 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.
- 13-week cash forecast, updated with the close
- Budget vs. actual without a 40-tab spreadsheet
- Balance sheet and cash flow projections
- One plan the owner, bookkeeper, and bank can share
Decide 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.
- A standing monthly strategy session
- Decision memos you can act on the same week
- A thinking partner who has already read the pack
- No theater. No 80-page decks.
How an engagement runs
- 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.
Last step