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Unlock Strategic Financial Support Without the Corporate Price Tag

From forecasting to compliance, our services deliver enterprise-level financial insight—customized for growing businesses like yours.

Our Three Core services—Financial Planning & Forecasting, Bookkeeping Oversight & Reporting, and Tax Strategy & Legal Compliance—can work together as a full financial management solution or be used individually as-needed.

Financial Planning & Forecasting

Forecasting Growth & Cash Flow
Modeling & Strategic Planning
Explore Financial Planning

Bookkeeping Oversight & Reporting

Accuracy Reviews & Cleanup
Simple, Actionable Reporting
See Oversight Services

Tax Strategy & Legal Compliance

Tax Strategy & Planning
Entity Structure & Compliance
Learn About Tax Strategy

Whether you choose one service or all three, you’ll get the clarity, control, and confidence of an in-house CFO—without the full-time cost.

Every offering is customizable and flexible.

Learn More
Book a Free 30-Minute Strategy Session

For specialized support, explore our Ad hoc Services—targeted solutions that can be booked individually to match your specific goals.

Financial Modeling

Custom 3-statement model
Scenario analysis, KPI sensitivity & DCF
Explore Financial Modeling

Funding Strategy Session

Capital raise planning & structure
Investor-ready financial review
See Funding Strategy Session

Valuation & Exit Readiness

Market-based valuation estimate
Exit strategy & readiness assessment
Learn About Valuation & Exit
Learn More
Book a Free 30-Minute Strategy Session
Keep scrolling to explore each service and see what’s right for your business.
Return to Overview
Core One

Financial Planning & Forecasting

We use your real numbers to create dynamic forecasts, cash flow models, and “what if” scenarios—giving you the tools to plan ahead, course-correct early, and make financially sound decisions at every stage.

Baseline Financial Assessment

Before we build any plan, we dig into your numbers to see where you stand. We review historical data to uncover key trends, seasonal cycles, and cost drivers you may have missed.

We’ll also gather your business goals, challenges, and known risks to ground your strategy in reality—not theory.

You’ll walk away knowing what’s driving your margins, where the bottlenecks are, and what needs attention before you move forward.



Cash Flow & Budgeting

Cash Flow Forecast & Budgeting

Once we understand your baseline, we build a rolling 12–24 month cash flow forecast tailored to your business model. This helps you anticipate shortfalls, plan big moves, and see the runway ahead—not just react month to month.

We’ll turn it into a working budget aligned with your goals, seasonality, and capacity—so you’ll know exactly how much you can spend, when, and where to reinvest.

This isn’t just a spreadsheet—it’s a living decision-making tool you can update and rely on.

Modeling & Planning

Financial Modeling & Scenario Planning

Once the foundation is in place, we model strategic “what if” scenarios—like pricing changes, hiring decisions, or new product lines—before you commit real dollars.

We map the financial impact across multiple outcomes, including breakeven points, revenue thresholds, and best- vs. worst-case projections.

This gives you the clarity to act decisively and the agility to shift strategy when needed.


Book a Financial Planning Session
Next: Bookkeeping Oversight
Return to Overview
Core Two

Bookkeeping Oversight & Reporting

Most small business owners rely on bookkeepers, but even good books can have errors or lack insights. This service provides a second set of expert eyes—so your numbers are clean, accurate, and decision-ready.

Let’s make your numbers clean, current, and decision-ready.

Accuracy Review & Cleanup

We comb through your books line by line—catching miscategorized expenses, duplicate entries, and missed deductions that throw off your numbers.

Then we clean up your chart of accounts, reconcile outstanding balances, and align everything to best practices.

You walk away with clean, current, and reliable books—built for decisions, not just recordkeeping.

Oversight & Advisory

Ongoing Oversight & Advisory

Once your books are clean, we stay hands-on—like a controller, without the full-time cost.

We review your numbers monthly, flag red flags early, surface trends, and keep reports aligned with your goals.

No more waiting for tax season surprises—we help you stay ahead all year long.



Actionable Reporting

Actionable Financial Reporting

We turn your raw numbers into visual reports you can actually use—so you’ll know what’s working, where money’s leaking, and how your business is performing in real time.

We can also build a custom dashboard to track key metrics and margins—without endless spreadsheet digging.

It’s how smarter decisions (and peace of mind) become a monthly habit.

Book a Bookkeeping Session
Next: Explore Tax Strategy
Return to Overview
Core Three

Tax Strategy & Legal Compliance

Taxes and legal structure shouldn’t be afterthoughts—they’re critical to your business strategy. We help you reduce liability, stay compliant, and ensure your entity supports growth, not holds it back.

Strategic Tax Planning


We review your past returns and income flow to uncover missed deductions, overpayments, or inefficiencies.

Then we build a forward-looking tax strategy—one that aligns with IRS code and your long-term goals, not just year-end cleanup.

This isn’t just about reducing taxes. It’s about reclaiming cash flow, building recurring tax efficiencies, and fueling your business with better reinvestment.


Review & Restructure

Entity Review & Restructuring

Your entity structure affects how much you owe—and how well you’re protected. We evaluate your current setup (LLC, S-Corp, Partnership, etc.), then collaborate with your CPA and legal team to restructure if needed.

We also align your structure with your growth goals—whether you’re scaling, taking on investors, or preparing for an eventual exit.

You’ll leave with a structure that works for you, not against you.


Compliance & Support

Compliance & Documentation Support

Once your structure and tax plan are in place, we help ensure everything is documented and audit-ready—from IRS elections to annual filings and ownership agreements.

We work with your attorney to fix past issues (missed filings, outdated documents), and set up systems that keep you ahead of compliance risks.

That means fewer penalties, no guesswork, and confidence to grow without red tape.

Book a Tax Strategy Session
Ad Hoc & Specialized Services
Ad Hoc & Specialized Services

Need Help with Something Else?

Not every engagement fits inside a core service. We offer specialized sessions and one-off projects tailored to your unique goals—whether you’re raising capital, modeling cash flow, or preparing to sell.

Financial Modeling
(3-Statement Model)

For owners who need clarity or credibility through numbers.

Whether you’re pitching investors, preparing to sell, or just want a deeper view of your financial mechanics—we’ll build a custom 3-statement model tailored to your business.

Book a Financial Modeling Session

Funding Strategy Session


For startups or growth-stage businesses seeking capital

We’ll help you map out a funding strategy, clarify your financial story, and get investor-ready.


Book a Funding Strategy Session

Business Valuation & Exit Readiness

For business owners thinking about what’s next

We’ll assess value, optimize your structure, and help you plan an exit or transition on your terms.


Book a Valuation & Exit Session
Next: Read Testimonials

Not sure which one to choose?

Start with a Free Strategy Session
Testimonials

Real Results from Business Owners Like You

Each of our core services—planning, oversight, and tax strategy—is designed to solve real problems and drive measurable results.

Here’s what our clients had to say after gaining the financial clarity and control they didn’t know they were missing.

Mike D.

    Before working with Dan, we had no real plan—just reacting month to month. He helped us build a forecast that finally gave us a clear picture of where we were headed. Within the first 60 days, we restructured our pricing and projected a 38% improvement in gross margin. That forecast changed everything.

    Mike D.

    Owner, Davis Lawn & Landscape

    James T.

      Our books were technically ‘fine,’ but we didn’t realize how off they were until Dan’s team reviewed them. They found over $20K in misclassified expenses, cleaned up three years of financials, and built a dashboard that helped us cut unnecessary spend by 17% in the first quarter.

      James T.

      Owner, Summit Custom Woodworks

      Lauren P.

        I had no idea our structure was costing us thousands. Dan reviewed everything, helped us switch to an S-Corp, and coordinated with our CPA. That move alone saved us $14,300 in self-employment taxes—and set us up to bring on a partner without legal headaches.

        Lauren P.

        Founder, LP Creative Studio

        See What We Can Do for You

        Ready to Take Control of Your Business Finances?

        Whether you need full-service support or just one piece of the puzzle, we’ll help you make smarter decisions, reduce risk, and grow with confidence.

        Book Your Free Strategy Session