Profit hides in your books. We find it.

Owners call us when the books stop answering questions

Here’s what turned up when they did. Real results with the names left off. Not a guarantee.

• $455,890 of working capital back in the business, from collecting faster (A content restoration franchise)
• $273,000 in missed retainage revenue recovered ($8M equipment company)
• $1.1M a year in creeping expenses found and cut (The same company)
• $1.5M cut from yearly spending, revenue untouched (Wholesale distributor)
• 90 days to clean up 24 months of books ($8M equipment company)
• $3M+ in EBITDA added (Restoration franchise)
• 22 days to collect from customers, down from 74 (Content restoration franchise)

One team for all of finance, from the ledger to the strategy

• Advisory that turns your numbers into decisions — Get help making the big decisions. A CFO who understands how your business makes money and what your customers actually pay you for. They help you do more of both. Strategy: Advice we have tested and proved. Cash Flow Management: Knowing when to spend money and when to hold it. Modeling: Run the decision on paper before you run it for real. $7,000–$10,000/month.
• Control that closes the books on time, every month — Fix the mess, and the overspending. When your numbers are no longer accurate, you need a Controller. Month End Close: Completed and accurate within a few business days. Analysis: The things you want to know about your business. KPI Dashboards: Your business health, easily understood. $3,500–$7,500/month.
• Accounting without the month-end scramble — The dirty work done right. The everyday back-office work, done on time every month. Bookkeeping: Clean, reconciled books every month. AR & AP: Invoices out. Vendors paid. Collections chased. Payroll Management: Everyone paid correctly, on time. $1,000–$4,000/month.
• Exit planning that starts years before the sale — Align with the years of sweat. The number you walk away with is decided years before the sale. We help you build toward it. Valuation Preparation: The decisions you make today set your multiple. Lender & Investor Readiness: Projections, narrative, and a data room, ready before you need them. Debt & Working Capital: The right financing structure, lined up early.
• AI automation for the work nobody should do by hand — Get more for less effort. The repetitive work runs itself, the errors get caught, and the judgment stays with you. AI Tooling Recommendations: The right tools for your stack, not the hyped ones. AI Automation: Repetitive work that runs without a person. AI Back Office Implementation: We build it, wire it in, and keep it running. Project-based setup · Monthly maintenance.

You’ve tried a CPA, a bookkeeper and a CFO firm. None of them talked to each other

Bookkeepers stop at the record. CFO firms assume the books under them are clean. Most owners call us because they aren’t. We start at the ledger and finish at the strategy, in one engagement.

• Bookkeeper: Keeps the record. Stops there. Nobody turns it into decisions.
• CPA: Files the return. Looks back once a year, not ahead each month.
• CFO firm: Sets the strategy. Assumes the books underneath are clean.

We show our work: an $8M industrial equipment company

The problem: The owner came to us six months behind on reconciliations, after their previous CFO firm walked out in the middle of an ERP integration. The data was everywhere and nobody was maintaining it, so none of it turned into anything the owner could actually use. They didn't need the $2,000-a-month ERP. They needed someone to clean up and translate the data they already had.

What we did: Control took the clean-up first. Our initial findings sent us 24 months back rather than six, and we cleaned up all of it in about 90 days. From there we built a month-end close, a 13-week cash flow forecast, and job-level margin reporting, all delivered within five business days of month end.

The result: We found and recovered roughly $273,000 in missed retainage revenue, and found $1.1M a year in expense creep built up over three years of growing revenue, and cut it without touching revenue or operations. We negotiated a settlement out of the ERP contract and rebuilt the reporting inside QBO, so the owner has the detail they need to keep growing profit.