Finance & operations for small businesses
Clear books. Clear answers. Every month.
You get reports from your bookkeeper or CPA. But who tells you what the numbers mean — and what to do next? Innov8tive Management cleans up your books, reads them with you every month, and turns what we find into a short, dated action list.
A local Southeast Michigan team. Never offshored.
Reports aren't answers
Most owners we meet have a bookkeeper, a CPA, or both. What they don't have is someone who sits down with the numbers each month and says, plainly, here's what changed, here's why, and here's what we'd do about it.
The books are behind or messy.
Uncategorized transactions, accounts that haven't been reconciled in months, and owner, business and property costs all mixed together.
The reports don't answer your real questions.
Did we make money last month? Why did revenue drop? Can we afford that hire? A stack of reports won't tell you.
The leaks stay hidden.
Unbilled work, idle schedule time, payroll hours that don't match billed hours, and subscriptions nobody uses rarely show up on a P&L until they've already cost you.
What we do
Books Reset
QuickBooks cleanup and catch-up. We reconcile your accounts, fix miscoded transactions, and separate owner, business and property costs.
Learn more →Owner Briefing (monthly)
A 2–4 page briefing every month: what changed, why, and the three things to do next — plus a one-page KPI dashboard and a monthly call.
Learn more →Profit & KPI Deep Dive
Revenue dropped or margins slipped? We find out how much is price, volume, seasonality, staffing or timing, and where the quick wins are.
Learn more →Operations Action Review
For businesses that bill by the visit or the hour: scheduling, billing, authorization and payroll data turned into a prioritized to-do list for each team member.
Learn more →Expense & Insurance Check-Up
Overpaying for insurance, software, cards or vendors? We scan 12 months of spending for duplicates, unused tools and insurance cost.
Learn more →Not sure which fits?
See all servicesHow we work
Free sample
Send us your last 12 months of financials. We'll send back a 2-page Owner Briefing with the five things we'd look at first, and walk you through it on a 45-minute call.
In-person kickoff
If you decide to go ahead, we come to you. Together we agree on one clear next step, with a written scope, a fixed fee and a start date.
Clear answers, every month
Clean books, a short briefing and an action list — every month, in plain English.
Fast, and checked by a person. We use AI-assisted tools to do the heavy lifting quickly and keep our work affordable. Every number is checked by your engagement lead before it reaches you.
Built for owner-run businesses
We work with owner-run service businesses on QuickBooks, from roughly $300K to $10M in revenue — home care and healthcare, therapy clinics, assisted living, trades, staffing and professional services.
If you're the person who signs the checks and still isn't sure what last month really looked like, we built this for you.
Recent work (names withheld)
- Multi-site therapy practice: separated a seasonal dip from real losses in a revenue decline.
- Visit-based healthcare business: built a weekly action-item system that surfaced unbilled visits, pending claims and expiring authorizations for the scheduling and billing teams.
- Assisted living and therapy: cleaned up QuickBooks for an assisted living facility and a therapy practice, reconciling deposits and separating owner and property costs.
Free
FREE: Owner Briefing Sample
See what a monthly briefing would tell you — before you spend a dollar.
We'll review your last 12 months of financials and send you a 2-page Owner Briefing with the five things we'd look at first, followed by a 45-minute walkthrough call. No cost, no obligation.
All we need is a QuickBooks export or PDF reports of your P&L and balance sheet (or read-only access, if you prefer). One sample per business.
Request my free sampleLet's talk about your numbers
- Email: info@i8mgt.co
- Phone: (586) 281-9416
- LinkedIn: linkedin.com/company/innov8tive-management