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Finance without the headaches. Seriously.
We help you get a grip on your numbers.
Expert strategies. Custom reporting. Actionable analysis.
We do the spreadsheets, you keep doing what you love. No big budget required.
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Running a business is hard.
The last thing you want to do after a long week is dig through a million spreadsheets to sort out your numbers.
You know how important your finances are, but dealing with them can be downright infuriating.
Not anymore. We help small businesses bring sanity to the chaos. Without blowing the budget on a full-time CFO.
*No computers are hurt in the delivery of our services!
Your numbers should cause smiles, not migraines.
Finance is more than just a necessary evil. We help you turn it into fuel for small business success.
Finally understand your numbers
Turn sales into real profits
Stop worrying about running out of cash
Scale with confidence
Make decisions backed by data
Sleep better at night
Full-scale finance support.
Zero sticker shock.
Services tailored to the needs (and wallets!) of small businesses.
Strategy
Let's take stock of where you are and where you want to go.
From budgets to forecasts, we create a plan that makes every dollar count.
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Analysis
We report the KPIs and metrics that matter, in a way that's clear and easy to understand.
Each month, get the insights you need to make the best decisions for your business.
Advice
We don't just send you some numbers and call it a day. We walk the walk with you.
Our expert team helps you turn insights into impact, execute your growth roadmap, and jump on new opportunities.
A foundation for financial success.
You don't just want your business to survive. You want it to thrive!
To help you achieve that, we use a playbook that makes powerful financial concepts simple, impactful, and easy to implement.
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Fundamentals
A strong foundation for long-term stability.
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Revenue & profitability
Expand your margins and unlock the full potential of your business.
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Cash flow optimization
82% of businesses fail because of cash flow issues. Let's tip the odds in your favor.
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Assets & liabilities
Gain a clear view of what you own, what you owe, and how to leverage both for growth.
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Growth
Create long-term value and understand where your money generates the most bang for your buck.
My Story:
From Wall Street to Mainstreet.
I spent almost a decade in private equity - managing the financial performance of billion dollar companies - before realizing my heart was in small business.
Since then, I’ve built my own companies and want to help other founders do the same.
My goal is simple: grow your business by making financial concepts easy to understand, and even easier to implement.
How we do things around here:
A real part of your team, not someone who only calls when it's time to pay the bill.
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There when you need us.
You get your own Slack channel and direct access to our experts. All questions responded to within 24 hours!
That said, we don't just sit around and wait for things to happen. We make them happen - proactively spotting issues and identifying opportunities.
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Keep it simple, stupid!
Most "experts" want you to think finance has to be complicated (so they can charge you more!)
We speak in a language you understand, jargon free. We explain not just what your numbers mean, but also why it matters.
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Tech is our friend.
Traditional finance firms have failed to evolve, while the rest of the world has moved on.
Instead, we utilize the latest technology, always looking for better ways to deliver value to you.
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No one size fits all.
We don't try to push you into pre-made templates or force software on you that you don't need.
Everything we do is tailored to your business and we easily integrate with your systems.
Plans that work for your business.
Flexible pricing, no hidden fees, and no long-term contract lock-ins.
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Need anything else?
Let's tailor a package that fits your needs.
Bookkeeping done for you
Payables & receivables
More frequent reporting
External financing
M&A and exit planning
Board reporting
Something still missing? Just reach out!
Everything you need, nothing you don't.
When you want more than a bookkeeper, but hiring a full-time CFO feels like an overkill.
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Getting started is easy as pie. And free!
Go from deep dives to big wins. Start today and book your free review.
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Free consultation & review.
We discuss your goals and get a snapshot of your financials.
Together, we’ll identify focus areas and quick wins.
Timing:
45 minute consultation
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360° Financial health check.
A full analysis of your data and systems to get a clear picture of your financial health.
And if your books need a clean-up, we’ll do that, too!
Timing:
1 - 2 weeks
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Custom plan & strategy.
A tailored roadmap for profitable growth, sustainable cash flow, and smarter decisions.
Timing:
2 - 4 weeks
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Monthly tracking, analysis, and optimization.
The real work starts now!
We help you turn plans into action, track results, and hit targets month after month.
Timing:
1x / month + ad-hoc
Who’s right for Happy Numbers
...and who isn’t?
We’re a great fit for small but growing businesses - typically bringing in $50,000 or more in monthly revenue.
Our services are ideal for:
If that's you and you’re ready for hands-on financial support, let’s talk!
However, if your business is in its early stages, we might not be the best fit—but feel free to reach out for a quick chat to find out!
Make more money than you pay us.
Or we work for free!
Book your free consultation today.
FAQs
If you're generating $50,000+ monthly revenue and want better financial management, reporting, or growth planning, you're ready. We help businesses that need professional financial guidance but aren't ready to hire a full-time finance executive.
At this stage, we do not offer tax preparation or advisory services.
However, we work with some excellent firms that offer these services at great prices and would be happy to make a referral!
You'll get value from day one. Our initial assessment gives you a clear roadmap, and within the first few months of working together, you should expect first cash flow and profitability improvements. While long-term growth takes time, we ensure steady progress throughout our partnership.
When we say we offer flexible services, we mean it. You'll never be locked into a long-term contract and, while we hope it never happens, you can cancel at any time.
Yes! Whether you need frequent reporting, financing help, investor presentations, or M&A guidance, we'll create a custom package for your specific needs.
You'll have a dedicated finance expert for monthly check-ins, strategy sessions, and ongoing guidance. We take a proactive approach to ensure your business is always on the right track.
We're here to save you time, not take it. You'll need to invest some time during the initial setup as we gather data and align on goals. After that, we handle the details while you focus on running your business.
We keep it simple:
Monthly reporting & strategy calls with clear insights
Text-based support between meetings (Email, Slack, etc.)
Ad-hoc call if needed
Quick response times—24 hours for regular questions (quicker for urgent matters)
While bookkeepers maintain your financial records, we provide high-level strategy and planning to grow your business. Think of us as your financial strategy partner—we handle everything from bookkeeping oversight to growth planning, giving you executive-level financial guidance without the executive-level price tag.
However, if you need us to take over bookkeeping - we can do that, too!
We specialize in helping:
Online & digital businesses (e.g. SaaS, E-commerce)
Professional services (e.g. Consulting, Marketing Agencies, Legal)
Local businesses (e.g. Gyms, Medspas, Dentists)