Good to know
- Built on your reconciled books, not estimates
- Plain-English explanations, no jargon
- Tax decisions stay with your tax preparer; we give them the numbers
- Management reports only: no audits, reviews or compilations
Beyond the books.
Clean books are the start. We help you use them to make better decisions.
Some owners want a quarterly cash check-in; others want a monthly review and a budget.
We scope advisory in your proposal alongside the bookkeeping, so you only pay for what helps.
Numbers you can decide with.
Pick what helps. Each one is built on your reconciled books.
A cash forecast you can plan around
A rolling 13-week view of money in and out, so a tight week shows up while there's still time to act.
Profit by service, job or customer
See which work actually makes money, not just which work keeps you busy.
The numbers that matter
A handful of measures tracked every month, such as margin, labor share and how fast customers pay.
Budget vs. actual
A simple plan for the year, then a monthly look at where you're ahead or behind, and why.
- 0:00What changed this month
- 0:10Cash for the next 13 weeks
- 0:20What's working, what isn't
- 0:25One decision to make
A monthly review conversation
A short walkthrough of your numbers: what changed, what to watch, and what to decide next.
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Planning with your tax preparer
Year-to-date numbers to your preparer each quarter, so estimates and year-end plans start from real figures.
What would a small price change do?
The kind of question we answer with your real numbers. Assumes the same customers, volume and costs.
- Per year
- $18,000
- New gross margin
- 42.9%
Real results depend on how customers respond. That's the conversation worth having.
Talk through your numbers
Tell us what you want to understand about your business. We'll suggest where to start.
