Strategic guidance for owners who need an outside perspective on the decisions in front of them with pricing, growth, and where to focus next.

Clean, accurate books plus the education and hands-on assistance to help you understand what's in them, not just receive them. Monthly clients also get a live financial KPI dashboard of their 6 core numbers, delivered with each month's close.

Catch-up and cleanup work that fixes the issues a review finds, from unreconciled accounts to miscategorized transactions, so your books are accurate from here forward.

Budget-building, bill payment and processing support, and the guidance to run both with confidence going forward.

Preparation, education, and assistance that keeps tax season from being a surprise where it's planned for, not reacted to.

A live business and financial dashboard built around your business, with KPI reports and, when you want it, cash flow advisory to turn what it shows into decisions. Includes custom dashboard setup with more KPIs for your industry, data from the other tools you use, early-warning targets, and ongoing dashboard maintenance as your business changes. See examples →

Scenario planning and longer-range forecasting beyond what Confident Decisions covers, the forward-looking work that turns your dashboard from a report you check into a plan you run the business on.

Custom accounting architecture and workflow automation for businesses that have outgrown standard tools. It's the same engineering work behind our prototype software build for an automated ASC 606 accounting process. See the case study →

Educational workshops and training in accounting, bookkeeping, budgeting, bill paying, taxes, and tax preparation, built to help owners and their teams understand their numbers, not just hand them off.

Classes, seminars, and conference sessions on accounting, bookkeeping, budgeting, bill paying, taxes, and tax preparation for business owners, real estate investors, and their teams.

Hands-on training sessions on reading your dashboard, using Databox for business intelligence, and applying CFO-level thinking to day-to-day decisions.

A free review of your QuickBooks or Xero books plus a live dashboard of your 6 core numbers, with what's working, what to watch, and what it means in dollars. Request a review

A free, fast read on where your business stands financially right now, the starting point before any engagement, no commitment required.

Self-paced Excel and Google Sheets trackers for owners who want a head start before they need full bookkeeping. Kits for short-term rental hosts, landlords and BRRRR investors, house flippers and small businesses are available now. See the Starter Kits