“I’m very busy but not making any money!”

If this is you you’re in the right place. We help small business owners make more profit, more cash flow, and finally get control of their business.

Answer three questions and get a proposal via email in three minutes.

Do you struggle with your small business?

Do you feel stuck not knowing the next steps to take to have a successful business?

Do you feel lost and overwhelmed with trying to make your business a success?

Do your employees look to you for direction yet you're not sure yourself?

Do you constantly wonder "Am I doing things right?"


Who This is For

We're for small business owners who...

  • Are tired of being overwhelmed, frustrated, and unsure of the next steps to take.
  • Want an easy way to understand their business and know where to put their focus.
  • Wants a business that works and can scale. Not a job that they happen to own.

Some examples of businesses we've worked with...

  • Sign and banner shop
  • Promotional products business
  • A digital marketing agency
  • General contractor
  • Tiny house designer
  • eCommerce store
  • Sporting goods distributor
  • Residential and commercial cleaning business
  • Author and workshop developer
  • IT agency
  • Mortgage brokerage
  • Food truck
  • Course creator and facilitator
  • Cutom iron welding shop
  • Roofing business
  • Chimney sweep business
  • Hardscape and waterfall design business
  • Mitigation and restoration business
  • HR and recruiting firm
  • Private investigator agency
  • Elderly home care and transportation business
  • Colonoscopy doctor's office
  • Footwear manufacturer
  • Architect firm
  • Generator rental business
  • Custom woodworking business
  • Pest exterminating business
  • Porta John rental business

What We Do

We are "Chief Financial Officers" who will guide you and your business to become more profitable and have more cash flow so that you can finally take control of your business and your money.

Big businesses have CFOs to do this. Let us do this for your small business.


Answer three questions and get a proposal via email in three minutes.

How We Do It


We'll do an assessment on your business to see what's working and what's not working.


Together we'll set a goal for profit for the next 12 months. This will be our target.


We'll show you the specific things you and your team need to work on every single month in order to make progress toward your goals.

We'll be your guide...

We'll come alongside you and be with you every step of the way. You'll no longer be in this by yourself; we're here for you.


What Makes Us Different

We're not like most business "coaches", "consultants", or "gurus".

Why? We are like a financial business coach that focus on results. And results to us mean more profit and more cash flow for your business.

It's not how much money you make that's important. What's important is how much money you keep.

Profit is the keeping part. That's what we focus on.


Answer three questions and get a proposal via email in three minutes.


Why Work With Us

Most businesses are like a ship on the ocean that's not really going anywhere.

The business owner (the captain) is working really hard to keep the ship afloat. They're constantly busy. Stressed. Tired. Frustrated. Lonely. Overwhelmed.

What makes matters worse is that they're doing all of the work for nothing. They're keeping a ship afloat that's not making any progress - meaning it's not giving the owner more profit and more cash flow every year.

This is frustrating. We want to change that.

We have a proven system that helps understand where the business should be heading and we help plot the course to get there.


It's therapeutic to have someone to talk to that 'gets it'

-Roberta, Restaurant Owner


Frequently Asked Questions

Is this right for my business? Every business owner we've worked with says that our process has helped them and their business. That being said, we do our best work when we are working with small business owners who are serious about making their business a success.

Who are you? We are a caring team of Small Business CFOs who have a passion for small business owners. Our team has deep experience with owning small businesses and advising other small business owners.

How do we meet? You will meet with your Small Business CFO remotely via video chat and phone. We work with clients across the entire United States.

Can I talk to someone before I commit? Absolutely. We actually prefer to speak to you before you commit to make sure you're comfortable with us. The best thing to do is request a proposal by clicking the button below. We'll reach out to you and offer to get on a phone call.


Answer three questions and get a proposal via email in three minutes.