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Master Your Finances with Professional CFO Services

Your business deserves financial strategies that ensure stability and propel growth. Meet your new CFO partner, a professional service built on a foundation of extensive corporate finance experience, tailored specifically for small—to medium-sized businesses like yours.

Our goal is to transform your financial processes, enhancing clarity and driving accountability across all aspects of your business.

Who We Serve

We understand the unique challenges and opportunities that come with running smaller enterprises. Our ideal customers are businesses looking for:

  • Strategic financial guidance without the overhead cost of an in-house CFO
  • Operational excellence in finance to instill sound decision-making
  • Partnerships rooted in open communication, respect, and a shared vision for growth
  • Service from a committed veteran-owned business, demonstrating reliability and integrity
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Why Choose Us

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Your Dedicated CFO Partner

Experience what it means to have a CFO that genuinely partners with you. With credentials such as CPA, MBA, CMA, and QuickBooks ProAdvisor, our services are backed by exceptional qualifications and years of in-depth experience across various industries.
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Customized Strategies

We don't just manage your finances; we build custom-tailor strategies that fit the unique narrative of your business.
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Real Results

Our track record is proven through continuous success stories, from developing budgeting processes to cleaning up books and implementing financial systems.
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Continuous Support and Communication

We believe in the power of collaboration. Our services go beyond financial management to include support, education, and shared success.

Our Services

Basic Accounting


Designed for small businesses seeking cleaner books and more organized processes.
Book review and clean-up
Monthly closure
Monthly profit and loss statement with summary
Monthly balance sheet review, including accounts analysis
Tax assistance for small organizations (additional charges for pass-through return costs)
Tax assistance for small organizations (additional charges for pass-through return costs)

Advanced Planning/Accounting


Tailored for small to mid-sized businesses aiming to comprehend and drive their growth.
Includes basic month-end tasks and profit and loss statement with commentary from a basic accounting package
Budgeting and planning assistance
Budgeting and planning assistance
Support for board meetings and presentations
Starting at $1500/month with a one-year commitment

Special Projects

Contact for Quote

Need help with a unique project?
Book/business model review with recommendations
Financial model development
Power BI dashboard creation
Power BI dashboard creation
Financial cleanup for an exit

Contact us for a personalized quote and recommendations.

Request a Quote

Our Expertise in Action

Here's a glimpse of the difference we've made

Provided analysis support for medical device manufacturer, providing ongoing cash flow monitoring and reporting. When the company was acquired, stepped in as interim Controller/CFO, completed major cleanup of their books, getting them to public company standards. Implemented 5-day close process for consolidation and reporting. Transitioned work and updated balance sheet to new controller for ongoing operations.

Took a hospitality company's books to the next level. Organization had clean books with conscientious bookkeeping. Using Fathom, coupled with QuickBooks, devised a system for consolidating the books on a monthly basis for timely management reporting. Further, developed first-ever budget to provide a roadmap for success and relevant discussion of operations. Finally, devised a method for segmenting and forecasting the business, then transitioned financials, with more than $11M in revenue, to full-time employee for ongoing operations.

Provide ongoing statistical, operational analysis for a manufacturing service company, analyzing the predictive value of their service. Identify opportunities to improve and work with a data scientist to further refine their product.

Provide annual review and cleanup of financials for a single-member LLC. Review annual profit and loss to ensure that taxes are filed accurately, taking appropriate deductions and reviewing areas that get increased scrutiny to ensure proper documentation (e.g., mileage). File taxes electronically using ProConnect software, enabling instant filing and annual payment plan. Research areas in question to ensure compliance.

Took a small manufacturer off of an existing Peachtree system and transitioned to QuickBooks Online. Researched and recommended tools to implement with QuickBooks to enable job order costing.

Working on a contract basis with a large company, enable transition from legacy systems to SAP and SAP Analytics Cloud (SAC) for ongoing management reporting and analysis. Provided input on standard reports as well as developing competencies in Excel add-in tools for ad-hoc reporting.

Learn More!

821 E Washington Ave, Suite 200

Madison, Wisconsin 53703