Specialized Bookkeeping &
Finance Advising for Owner-Operators
from an Experienced Attorney & Finance Professional
Centering Owner-Operators to
Drive Profitability & Growth
By centering owner-operators, the focus is on setting sustainable financial foundation, insights, and tools to thrive—not just survive.
Starter
Tailored, Cost-Effective Finance Support
Spark
Strategic Financial Leadership
Elevate
Direct-level Financial Operator
Sounding Board
Coaching & Advising
Thrive & Scale
Fractional CFO & Interim Executive Leadership
Our Approach
We deconstruct outdated processing methods to eliminate inefficiencies and uncover hidden financial blind spots.
With a focus on best practices, we rebuild operational frameworks that drive performance and sustainability.
We also mentor business owners, empowering them with the insights and confidence needed to lead effectively.
This holistic approach ensures long-term success and growth.
The Process
Deconstruct Outdated Processes
Remove Financial
Blind Spots
Mentor Business Owners to Lead with Confidence
Rebuild with Best Practices
Next Steps
Choose Your FP&A Tier
Select the Level of FP&A Workstreams for Your Business Operations
Get a Full Picture of Your Business
Your View, Your Financial & Your Business Practices
Share Assessment & Work Plan
Provide a Recommendation, Work Plan & Metrics to Achieve Your Stated Goals
Clean Up & Implement the System
Establish a System to Alleviate Administrative Burden, Reduce Time & Improve Financials
Review System, Team Response & Metric Results
Determine System Effectiveness, Team Satisfaction & Financial Success
Engagement
Access
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Slack or Teams (Client Preference)
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Set number of hours based on the package
Biweekly & Monthly Meetings
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Discuss agenda topics to advise on how we can support your efforts
Financial Dashboard
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Up to date financial data for you to access directly
Ad-Hoc Options
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Discounted consulting rate for additional financial documents & insights
Reports
Reports based on End of Month Accounting
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Key Performance Indicators Chart
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Profitability Analysis + Charts
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Cash Flow Statements & Charts
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Financial Statements
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Explanations on Key Data
Monthly Reports Available
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Financial Projections Update
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Impact of Pricing Update
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Budget Update
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Cash Flow Update
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KPI Update
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Bookkeeping Report
Book your complimentary 15-minute consultation today!