What we offer
Financial clarity for growing businesses
We give small business owners the tools, systems, and expertise to understand their financials without the cost of a full-time CFO.
Financial Modeling & Forecasting
Stop reacting and start planning. We build a custom 12-month financial model for your business that shows revenue, expenses, cash flow, and profitability, updated monthly so you always know what's ahead.
- 12-month revenue and expense forecast
- Cash flow projections by week and month
- Scenario planning (best, base, and worst case)
- Monthly budget vs. actual analysis
- Division or product-line breakdowns
KPI Tracking & Reporting
We identify the 5–10 numbers that actually matter for your business and build a simple dashboard to track them every month. No more digging through QuickBooks trying to figure out what happened.
- Custom KPI dashboard built for your business
- Monthly reporting package
- Revenue by division or service line
- Gross margin and net margin tracking
- Variance analysis and commentary
Profitability Analysis
Revenue doesn't equal profit. We break down your business by job, client, project, or product line to show you exactly where you're making money and where you're losing it.
- Job-level profitability reports
- Client and contract margin analysis
- COGS and gross profit by line
- Overhead allocation analysis
- Recommendations to improve margins
Cash Flow Management
Cash is the oxygen of your business. We build a clear picture of when money comes in and goes out and help you build a cash cushion that protects you from surprises.
- Rolling cash flow forecast
- Cash in vs. cash out analysis
- Accounts receivable and payable review
- Runway and burn rate monitoring
- Cash flow improvement recommendations
Ongoing partnership
Fractional CFO Services
Need senior-level financial leadership without a full-time hire? We serve as your fractional CFO, attending key meetings, supporting major decisions, preparing board-ready reporting, and running your FP&A function on a monthly retainer.
Who we serve
Built for businesses doing $1M to $25M
You don't need to be a Fortune 500 to deserve financial clarity. Our services are specifically designed for high-revenue, high-complexity small businesses.
Construction & Trades
Job costing, labor efficiency, and project profitability. We know the numbers that matter for contractors and tradespeople.
Property Management & Real Estate
Portfolio performance, NOI tracking, and owner reporting. Clarity across multiple properties and units.
Home Services (HVAC, Roofing, Plumbing)
Seasonality, job margins, and crew efficiency. We help service businesses understand where every dollar is going.
Gyms & Fitness Studios
Membership retention, class revenue, and location-level margins. Know your cost per member and where to drive profitability.
Multi-Location Businesses
Consolidated reporting across locations with location-level breakdowns. See where performance is strong and where to focus.
High-Revenue, Low-Clarity SMBs
Revenue is real but visibility is missing. If you're doing serious volume without solid financial systems, that's exactly who we built this for.
Get started
Book your free financial review
30 minutes. We look at your numbers, identify the gaps, and show you exactly what financial clarity could look like for your business.
No commitment required · Dallas-Fort Worth & remote