Your Profits Deserve a Strategy

Set up QuickBooks Online, sync all operational platforms, and align your financial infrastructure with your business vision from day one.

Real-time dashboards and custom reports by department, project, or product line — so you always have what you need to act decisively.

Identify, select, and implement the right financial apps — from POS and e-commerce to ERP integration — with full training and rollout support.

Detailed projections and scenario modeling to eliminate surprises, prevent underfunding, and always know your next 90 days.

Establish checking, investment accounts, and credit lines. We represent your business to lenders with the financials that get you approved.

Invoice promptly, implement Net-14 terms, automate collections emails, and eliminate A/R aging drag with best-practice systems and Bill.com integration.

Granular budgets with actuals vs. forecast tracking for operations, staffing, marketing, IT, and infrastructure — reviewed monthly.

Financial planning for new products or markets — from R&D timing and vendor contracts to production schedules and staged implementation.

Hiring plans, benefits modeling, consultant budgets, and employee growth strategies — financially modeled and tied to revenue milestones.

Market comparisons, margin analysis, and pricing model design — one-time, subscription, freemium, or usage-based — to maximize revenue per customer.

Identify high-margin and fast-selling items, simplify JIT inventory, eliminate stale stock, and reduce carrying costs to improve gross margin.

Re-negotiate vendor terms, lease rates, insurance, and internet costs with discipline to drive bottom-line efficiency.

Track sales per customer, marketing ROI, client acquisition cost, and revenue diversity — by product, channel, and market segment.

A/R turnover, days in A/R, inventory turnover, and period-over-period trends benchmarked against industry averages via BizStats and BizMiner.

Per-employee, per-department, and per-project profitability tracking — so you reward what works and cut what doesn't.

Build clean cap tables, investor-ready pro formas, and convertible note structures that speak the language investors and lenders expect.

From normalized EBITDA and clean audited statements to full data room preparation — we ready your business for acquisition, sale, or succession.

LLC formation, operating agreements, parent/operating LLC setup, officer structure, remuneration strategy, convertible notes, and board creation.