Brilliance in Business starting January 20, 2026!
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Trusted Profit First® Mastery Advisor — Helping Business Owners Since 1991
Control Your Cash ~ Create Your Profit!
Services
CFO Services
Our Fractional CFO services are fully customized to your business and designed to help you Control Your Cash ~ Create Your Profit! We manage the financial foundation of your company — including accurate bookkeeping, reconciliations, financial reporting, sales tax, job costing, and accounts payable and receivable — while providing strategic advisory support through financial analysis, KPI dashboards, budgeting, and advanced cash flow forecasting. As Profit First® experts, we assess, implement, and optimize Profit First systems, guide banking and cash management decisions, and align business performance with your personal financial goals — giving you clarity, confidence, and a trusted partner in every stage of your business journey.
Profit First Advisory
We specialize in helping businesses by implementing the Profit First® method in a way that fits your unique business. We take a deep dive into your numbers to uncover what’s really happening behind the scenes, compare your performance to successful businesses of similar size and industry, and identify opportunities to improve cash flow and profitability. From there, we create a clear, actionable roadmap that guides you toward your goals — helping you make confident decisions, build sustainable profit, and gain long-term control over your business finances.
QuickBooks Online Setup + Training
During your QuickBooks Online setup and two-hour training, we walk you through the system step by step so you feel confident managing it moving forward. We connect all bank and credit card accounts, set up bank feeds, establish beginning balances, and customize your chart of accounts to fit your business. By the end of the session, everything is properly configured, organized, and ready for you to maintain with clarity and confidence.