“You can’t improve what you don’t measure.”

– Michael Hyatt

Money matters.  In order to continue producing great content, providing meaningful service, or simply doing what you love, there needs to be sustainability and prosperity.  In order to ensure that you are on course, you must measure your progress.

We first work with you to analyze your current financial status by reviewing your company financials in terms of revenue vs. expenses, cash flow, and other important aspects of your business.  Then, we define achievable goals that are well defined, as well as how to reach them.

Functioning as your financial mentor, we help answer questions about how to increase revenue, how to optimize cash flow, and how to avoid debt.  We are not investment brokers, stock market gurus, or mathematical magicians.  We are here to help you succeed financially by offering general guidance, advice, and support, as well as QuickBooks training and management.

Through periodic reports, constant monitoring of your progress, and insightful ideas on how to improve, we will keep your bottom line as our top priority.

What We Do

Financial Maintenance

  • QuickBooks Bookkeeping
  • Accounts Payable
  • Accounts Receivable
  • Expense Form System Implementation

Financial Strategy

  • Business Model Formulation
  • Revenue Forecasts

Financial Performance Tracking

  • Project Profitability Analysis
  • Company Profitability Analysis
  • Team Performance Reports

How You’ll Benefit

  • Monthly Financial Reports

  • Opportunities to Reduce Expenses

  • Streamlined Invoicing

  • Insight into Your Finances

  • Business Model Optimization

How We Do It

Analytical Data

Data does not lie. We will implement systems and software that allow you to see every measurable aspect of your business in near real-time. By knowing where every dollar and every hour goes, you will be empowered to make meaningful decisions about how your business operates.


We will optimize every aspect of your business with the end goal being to increase profit potential. No matter what your revenue, expenses or margins, there is always room for improvement. We will help you identify the areas to focus on.

Goal Setting

By developing short-term and long-term goals that are well defined, measurable, and achievable, you will be charting a course for financial success.  We ensure that you continue to stay motivated and focused as you pursue each goal, and we provide ideas for how to get there faster along the way.

Ready to get started?  Let’s talk.

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