Financial clarity without the bookkeeping headache.
Four services for Dallas small-business owners who want to know where the money goes, what the numbers mean, and what to do next. Start with one. Add more when it makes sense.
Every transaction categorized, every account reconciled, and a short plain-English summary of what changed. Every month.
“I don't trust the numbers in QuickBooks.”
If the books are guesswork, every decision built on them is too. Monthly bookkeeping gives you numbers you can rely on, and someone else does the work.
Transactions categorized every month
Bank and credit card accounts reconciled
Profit and loss statement and balance sheet
A plain-English summary of what changed and why
Email support when something looks off
Owners of small businesses doing $250K to $3M a year who want books they can trust, without doing them at 11pm.
Your reports and a one-page summary in plain English, every month.
1
A free call to look at where your books are now.
2
Setup: we connect your accounts and agree a monthly rhythm.
3
Every month: books closed, reports sent, questions answered.
Usually not. We work in QuickBooks Online and Xero, alongside tools like BILL, Gusto and Ramp. If your setup is working against you, we'll say so and explain why.
Access to your bank and card feeds, and quick answers when a transaction needs explaining.
No. We keep the books clean and ready for your CPA, who prepares your return. We're happy to work alongside them.
A monthly call with Tim to read your numbers together, decide what to fix, and set an owner paycheck the business can actually carry.
“I don't know if I'm profitable or just busy.”
Clean books tell you what happened. Profit coaching tells you what to do about it: prices, costs, cash and your own pay.
A monthly profit review call
A short KPI dashboard: the few numbers that matter for your business
An owner-pay number, reviewed every month
Pricing and margin check-ins
Up to three agreed actions after every call
Owners whose books are in decent shape but who still can't answer the question: what can the business actually pay me?
Your dashboard, your owner-pay number and a short list of next steps after every call.
1
We set your baseline: real margin, cash cushion and owner pay.
2
Each month we read the numbers together.
3
You leave each call with up to three actions, not thirty.
Bookkeeping records what happened. Profit coaching uses those numbers to plan what happens next: prices, costs, cash and your paycheck.
Coaching works best on books we keep, because we know the numbers are right. If your current books are reliable, we can talk about it on the free call.
No. We flag tax questions and coordinate with your CPA, who gives the tax advice.
Months behind, or books that don't add up? We bring them current, fix what's broken, and set things up so it doesn't happen again.
“I'm months behind and I don't know where to start.”
Every missing month entered and reconciled
Miscategorized and duplicate transactions fixed
Software and bank feeds set up properly
Priced as a one-off project once we've seen the books. Starting at $1,500.
CFO-level thinking for a business that doesn't need a full-time CFO: cash-flow planning, management reporting, financial systems and a second set of eyes on big decisions.
“We're growing, and I'm making big decisions on gut feel.”
Cash-flow and budgeting support
Financial statement preparation and reporting
Monthly, quarterly and annual statement analysis
A reporting package presented to you
Finance and accounting department oversight
Streamlined systems and processes
Payroll processing and compliance
Part of the Fractional CFO plan. Starting at $2,500/month.
We work with the software you already use. Here's what we do in each one.
Your books, categorized and reconciled every month.
The same monthly close, if Xero is your home base.
Bills entered, coded and lined up for your approval.
Card spend matched to receipts and categorized.
Card and bill spend categorized and reconciled.
Property income and expenses tied into your books.
Payroll recorded correctly, so your labor costs are real.
Product names are trademarks of their owners. Using something else? Ask on the call.
Most owners aren't. Twenty minutes with Tim and you'll know where to start, or whether you need us at all.
Book My Free Profit Clarity CallNo long contract. Your books leave with you.