Financial System for Clarity and Growth
YOUR BUSINESS
BETTER IN 3 STEPS
1. CLARITY
Bookkeeping
Accurate bookkeeping is the foundation for your business growth
2. ACTION
Reports and Insights
Simple reports and commentary support you to take action
3. GROWTH
A 6-Step Plan
Professionalize your operation, reach new customers and grow profits
Let us handle the numbers so you can focus on your business.
HOW IT WORKS
A simple, powerful process – tailored to you
1. ONBOARDING
We Get to Know Your Business
The first step is a discovery call to learn about your unique business. We focus on your goals and challenges so we can build a bookkeeping system that truly works for you.
2. BUILD
We Build Your Financial System
We build what you want and your business needs. From clear books, to actionable insights, all the way to a growth plan unique to your business.
3. DRIVING FORWARD
We Guide Along Your Path
Each month you’ll get clear books, business insights, and your growth plan – you decide your path. We’ll be right there with you to guide the way.
MEET THE TEAM
We’re business owners so we get the life. We also choose to Run Free, which to us means trust your gut and take action. We’d like to be a part of bringing the thrill to your business.
Zora Wan
Co-Founder & Tech Finance Expert
Kevin Hummel
Co-Founder & Small Business Expert
CFO Service?
Have millions of shareholders? Need someone to run your Earnings Call with the Wall Street analysts? Neither do we.
That’s why we do something different...
We Help Small Business Owners
You need your books done each month. This is the basis of everything financial for your business – you must do it.
‘The Numbers’ actually do hold information helpful for your business. We’ll provide simple (and powerful) reports and insights so you can take action in your business.
Want growth? There’s a plan for that, unique to your business. We’ll give you the steps and guide you along the way.
TECH / SAAS START-UP
We are experts. Our Financial Forecasting and Cash-Flow Clarity service will help you plan for your way ahead, and be sure you have the money in the bank to get there. From Pricing to Operations to Planning and Budgeting. We have the processes tech start-ups need.
WANT TO REALLY LIVE?
Want to REALLY live? I mean so when people ask you what’s the purpose in life you tell them it’s what you do every day. Dig deep with a Life Planner to use your money as a tool to LIVE.
Knowledge Hub
The Turnkey Advisory System for Accountants
Our Managed FP&A Service Delivers Investor-Ready SaaS Metrics
Four Pillars to Master Value Pricing for Accountants and Increase Accounting Firm Valuation
Your Small Business Scalable Growth System
The Bookkeeping Advisory Services System: Scale Revenue & Firm Valuation
Level Up Your Bookkeeping Practice: The Path from Compliance to High-Value Advisor
