One Simple Goal

For every business we work with, our goal is simple…helping you reach peak profitability by leveraging the company’s financial data.

Making decisions based strictly off a printed P&L from the accounting software alone typically leaves a business on a plateau. The day you start analyzing and quantifying the numbers below the surface…is the day your business starts becoming more profitable.

Whether you are looking to enhance your current accounting department or want our team to take over your accounting for you…We have the formulas and frameworks to take your business to its next level of profitability.

Our Pricing

We work with all our clients on monthly, fixed fee model. Our fee is determined by the size of your company, complexity of your accounting, the number of monthly accounting transactions and the services we agree on together. We have found this to be fair for all parties and will also allow you to budget properly as opposed to getting “surprise” bills every month.


QuantifyBookkeepingControllerLite CFO
Monthly Fee Starting At$500$1,500$3,000
24-Hour Response Policy
Liaison to all 3rd Parties
AR Management
AP Management (
Bookkeeping (QBO)
Cash Basis P&L & Balance SheetN/AN/A
Unlimited Questions
Monthly Review MeetingADD ON
Monthly Accrual Close
Accrual P&L, BS and CF
Cash Flow Forecasting
Customized Reporting
Job Costing
Financial Dashboard/KPI's
What If Analysis
Payroll Processing (Gusto/ADP)ADD ONADD ONADD ON
Sales Tax (Avalara)ADD ONADD ONADD ON
Accounting Clean-UpADD ONADD ONADD ON

Strong financial data delivered to you in a timely manner (aka not waiting 45+ days for your current accounting team to deliver monthly financial reports) will allow you to make better-informed decisions based on financial facts…and not guesses.

The goal for every business we work with is to:


  • Enhance the communication between accounting and business management
  • Outsource their businesses financial work…so you can focus on more important tasks
  • Create accurate and timely financial reports
  • Identify the financial leaks within your business and create solutions to patch the holes
  • Help you grow the business by delivering advanced financial data
  • Ultimately achieve peace of mind knowing the financial side of your business is secure

Additionally, we implement proprietary systems like our Calculated Growth Model™ to give business owners peace of mind knowing the financial side of the business is taken care of accurately, timely, and efficiently.

Your Business Growth Awaits