An open empty notebook on a white desk next to an iPhone and a MacBook

Financial Solutions Simplified

Expert consulting for small to mid-sized businesses to achieve sustainable growth and effective cash flow management.

Financial Consulting

Affordable financial solutions tailored for small to mid-sized businesses.

A financial report is laid out with an intricate chart showing data trends over multiple years. Surrounding text appears to be in a newspaper format, with graphs and tables prominently displayed. The focus is on a detailed line graph illustrating fluctuations.
A financial report is laid out with an intricate chart showing data trends over multiple years. Surrounding text appears to be in a newspaper format, with graphs and tables prominently displayed. The focus is on a detailed line graph illustrating fluctuations.
Fractional CFO Services

Expert guidance for financial management, cash flow optimization, and strategic growth for businesses looking to enhance their financial performance without the overhead costs of large firms.

A person holds a smartphone displaying a stock market trading app with candlestick charts. A laptop is on a wooden table with a similar financial chart, indicating active trading or analysis. The setting suggests a home office or casual workspace.
A person holds a smartphone displaying a stock market trading app with candlestick charts. A laptop is on a wooden table with a similar financial chart, indicating active trading or analysis. The setting suggests a home office or casual workspace.
FP&A Services

Comprehensive planning and analysis services to help businesses understand their financial data, forecast future performance, and make informed decisions that drive sustainable growth and profitability.

Bookkeeping Services

Efficient bookkeeping to optimize financial management and maintain compliance, ensuring your business operates smoothly and meets regulatory requirements.

white Canon cash register
white Canon cash register

Demonstrated Expertise

Expert financial guidance that truly understands small business needs.

3 Statement Model (P&L, Balance Sheet, Cash-Flows)

Long Range Bottom-Up Financial Model with Variable Scenarios

Bookkeeping services