Services

We help you build a financial foundation that gives you peace of mind
and the freedom to focus on what you do best.

Cash Flow Management

Know where your money’s going — and when. We help you understand how money moves through your business and create a cash management system that puts you in control. From timing expenses to setting aside funds for taxes and profit, our goal is to keep your business financially steady all year long.

A workspace setting with financial documents, a black calculator displaying numbers, a cup of black coffee on a saucer, an orange highlighter, and a blue pen on a table.

Financial Forecasting

Plan ahead with clarity and confidence. We'll help you anticipate what’s coming—good or bad—so you can make strategic decisions instead of reactive ones. Planning a big purchase or getting ready to hire? Our forecasting models are designed specifically to help you visualize cash flow, plan for growth, and stay ahead of challenges.

a road sign pointing in opposite directions in the desert

Build profit into your plan, not just your hopes! Too many businesses wait until year-end to find out if they made money. We'll help you allocate profit and taxes proactively, so your financial health doesn’t depend on leftovers. Think of it as paying yourself first, with purpose.

Profit Planning

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Bookeeping (Optional Add-On)

Need help with the numbers, too? While forecasting is our focus, we offer bookkeeping support for clients who need a streamlined, accurate foundation for strategic planning. Clean books, clear decisions.

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Frequently asked questions

What types of businesses do you work with?

We work with small businesses across a variety of industries. Our services are customized to your size and the complexity of your financial data, whether you're just getting started or scaling fast.

How are your services structured, and how much does it cost?

We offer services on a monthly or quarterly basis, depending on your needs. This flexible structure allows us to provide consistent, timely insights without overwhelming your team. Pricing depends on the size of your business and the complexity of your financials. We’ll work with you to design a package that fits your needs and budget.

What forecasting tools do you use?

We use Fathom HQ to build flexible, scenario-based forecasting models, helping you visualize your financial future and make confident, informed decisions.

Do you provide investment or wealth management advice?

We don’t offer investment strategy or wealth management — our focus is purely on business performance. This allows us to go deep on what we do best: forecasting, cash flow, profit planning, and financial clarity for your company.

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"Karly does a fantastic job of evaluating our law firm’s finances and creating charts and graphs that are easy for me to understand and plan around. She’s also done a thorough, accurate job of evaluating the finances of more complex income to the firm, which I had tried and failed to do myself. I unreservedly recommend her services."

Dan K.