Busy is easy to measure.
Profitable is the hard part.
Most small businesses at $500K–$3M can't say which clients actually make money — the big CFO firms are built for $5M+, and a bookkeeper can't answer it. You don't need more reports. You get clarity on what's driving the business and a recommendation you can act on.
From clean books to clear decisions
You can't run strategy on shaky books. We build from the bottom up — clean records first, then planning, then the CFO thinking on top. Start anywhere; grow into the whole stack.
Bookkeeping
Clean books, timely insightAccurate, current, reconciled books. The entry point, and the ground everything else stands on.
- Monthly reconciliation and close
- P&L, balance sheet, cash flow
- AP & AR tracking
- Year-end package for your CPA
FP&A
Numbers that point forwardBudgets, forecasts, cash flow and KPIs. This is where numbers start pointing forward instead of backward.
- Rolling 13-week cash forecast
- Annual budget & 12-month forecast
- Client & project profitability
- Budget vs. actuals review
Fractional CFO
A partner in the big callsA partner in the decisions that move the business: pricing, hiring, cash strategy, growth and lending.
- Scenario modeling for big decisions
- Utilization & effective rate tracking
- Monthly strategy sessions
- Lender / investor-ready reporting
When you have a CFO in your corner
Not a report you have to decode. A clearer picture, and a plan you can act on.
You see cash coming
A rolling 13-week cash forecast means payroll, taxes, and big buys stop being surprises. You know what's coming before it arrives.
You know what actually makes money
Profitability by product, service, or client — so you can lean into what works and stop quietly subsidizing what doesn't.
You decide with numbers, not nerves
Hire? Raise prices? Take the loan? Every big call comes with a model behind it instead of a hunch and a hope.
You're always lender-ready
Clean financials and real projections mean when a bank or investor asks, you hand them a package — not a scramble.
Corporate-grade finance,
translated for you
Amy spent 15+ years in corporate FP&A — including at Accenture — the budgeting, forecasting, and board reporting big companies take for granted. Woven through those same years, a decade of teaching math. That combination is rare: the rigor of a controller, the plain-spokenness of a good teacher.
You won't get jargon or a hand-off to a help desk. You get one person who knows your numbers and explains them like they want you to actually understand.
Meet Amy →FP&A depth
15+ years of forecasting, budgeting, and variance analysis applied to your business.
Plain language
No "EBITDA" without the why. We teach as we go, so you get sharper too.
Forward-looking
Most bookkeepers show you the past. We spend our time on what's next.
Remote, nationwide
Based in Georgia, working with owners across the country by video and cloud.
Not ready for a monthly retainer?
The Agency Profit Audit is a fixed-fee, two-to-three week analysis: which clients actually make money, what your real utilization is, and where cash lands in thirteen weeks. $2,000, and 75% is credited if you continue.
Start where you are
Begin with clean books, or step straight into full CFO support. Move up the stack as the business grows.
- ✓Monthly reconciliation & categorization
- ✓P&L and balance sheet
- ✓Monthly check-in call
- ✓Year-end package for your CPA
- ✓Everything in Clarity
- ✓Rolling 13-week cash forecast
- ✓Annual budget & 12-month forecast
- ✓KPI dashboard & margin analysis
- ✓Monthly strategy sessions with Amy
- ✓Lender / investor-ready reporting
- ✓Everything in Foundation
- ✓Cash flow statement & tracking
- ✓Budget vs. actuals
- ✓Quarterly financial review
Final pricing is set after a discovery call, based on complexity and transaction volume.
Real numbers, real relief
“Outstanding bookkeeping service! Professional, efficient, and super easy to work with. They save me time every single month so I can focus on growing my business.”
5-star rating, no written comment
Let's look at your numbers together
No pitch, no pressure. Tell me where the business is, and I'll tell you honestly what would help most — CFO support, cleaner books, or somewhere in between.
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