Services
Clean books, clear briefings, and answers you can act on
Every engagement starts the same way: a free look at your numbers, so you can see how we think before you commit to anything. From there, most owners take one of two paths — a one-time project to fix a specific problem, or a monthly Owner Briefing that keeps the numbers clear all year.
Projects are fixed-fee and scoped to your books, so you know the cost before we start. Monthly packages are sized to your accounts and transaction volume.
Start here
Free Owner Briefing Sample
See what we'd tell you — at no cost.
We'll review your last 12 months of profit & loss and balance sheet and send you a 2-page sample Owner Briefing, in the same format as our monthly service. It covers the five things we'd look at first:
- Miscoded or uncategorized transactions
- Owner and business costs mixed together
- Your margin trend
- Your cash runway
- One quick win
Then we walk you through it on a 45-minute call and tell you, in writing, which next step (if any) makes sense for your business.
- What we need
- A QuickBooks Online or Desktop export, or PDF reports, of your last 12 months. Read-only access also works.
- Who it's for
- Owner-run businesses on QuickBooks, roughly $300K to $10M in revenue.
- Cost
- Free. One per business. No obligation.
Books Reset
QuickBooks cleanup & catch-up
For owners whose books are behind, miscoded, or tangled up — and for anyone getting ready for a loan or tax season.
When the books aren't right, nothing built on them is either. We get your QuickBooks back to a clean, reconciled starting point and set it up so it stays that way.
What we do
- Reconcile bank and credit-card accounts to your statements
- Fix miscoded and uncategorized transactions, and flag duplicates
- Tag owner-benefit, operating and property costs separately, so owner and related-party costs are easy to see
- Tidy up your chart of accounts and set up bank rules
- Build an open-items list of decisions for you and your CPA
What you get
- Books reconciled through the most recent month-end
- A cleanup log: what we changed and why
- A simple tagging guide your team can follow
- An open-items list for you and your CPA
Pricing: Fixed fee, scoped by how many months behind you are and how busy your accounts are. Quoted after your free sample.
Owner Briefing (monthly)
Your numbers, explained — and what to do next
For owners who get reports but not answers. Every month you'll know what changed, why it changed, and what to do about it.
What's included
- A monthly close review of your books
- A plain-English Owner Briefing (2–4 pages): what changed, why, and the three things to do next
- A one-page KPI dashboard with the 5–8 numbers that actually drive your business
- An expense watch: new or unusual charges, duplicates, subscriptions, and owner vs. business costs
- A 30–45 minute monthly call, with email questions welcome in between
Ways to work with us
- Essentials — you keep your own bookkeeper. We review the books each month and deliver the briefing.
- Plus — our team keeps the books and delivers the briefing and KPI page.
- Finance Partner — for owners who want more: Plus, together with a quarterly Profit & KPI Deep Dive and ongoing operations action lists.
What you get each month
- Owner Briefing (PDF)
- One-page KPI dashboard
- An action list with owners and due dates
Pricing: Monthly packages sized to your accounts, transaction volume and number of entities. Priced for small businesses — well below a full-time controller or a traditional fractional CFO.
Profit & KPI Deep Dive
When revenue drops or margins slip, find out why
For owners facing a revenue drop, a margin squeeze, or a big decision — a new hire, a price change, a new location.
A drop in revenue is rarely one thing. We break it apart so you can see how much is price, how much is volume, and how much is seasonality, staffing or timing — and what you can actually do about each piece.
What we do
- Lay out 12–24 months of P&L by month and by service line
- Separate price, volume, seasonality, staffing and timing effects
- Check any analysis you or your team already have — are the numbers right, and is the size of the problem right?
- Forecast the next month or two, with the assumptions written down
What you get
- A 2–4 page executive brief
- A supporting workbook with an issues log
- A short list of quick wins, each with an estimated dollar impact
Pricing: Fixed fee per analysis, scoped to your question and your data. Available on its own or as an add-on to the monthly Owner Briefing.
Operations Action Review
Scheduling, billing, authorizations & payroll — turned into a to-do list
For service businesses that bill by the visit or the hour — home care, therapy, staffing, clinics and trades — that run a scheduling or practice-management system alongside a payroll provider.
Money often leaks out between the schedule, the billing system and payroll. We find where, and hand each team member a short, prioritized list of what to fix.
What we look at
- Unbilled work by age, pending claims, denials and receivables aging
- Expiring authorizations and over- or under-used units
- Schedule gaps, cancellations and no-shows
- Provider productivity compared with paid payroll hours
What you get
- A prioritized action list for each team (scheduling, billing, operations)
- A management summary with dollar impact, for leadership only
- Optional: a weekly or monthly “what changed / top 5” update pack to keep things moving
Pricing: Fixed fee for the initial review, scoped to your systems and volume, with an optional ongoing update pack.
Expense & Insurance Check-Up
Find the duplicates, unused tools and overpriced coverage
For owners who suspect they overpay on insurance, software and subscriptions, cards or vendors.
Small recurring charges add up quietly. We go through a year of spending line by line so you can see what to cancel, consolidate or renegotiate.
What we do
- Scan 12 months of vendor and subscription spending for duplicates and unused tools
- Compare your insurance cost, as a share of revenue, with industry benchmarks, and give you a renewal comparison checklist
- Check how card and bill payments are coded
What you get
- A savings worksheet with dollar estimates
- A short memo of recommended actions
Pricing: Quoted after your free sample, based on the number of vendors and policies. Available on its own or as an add-on to the monthly Owner Briefing.
More ways we help
Clean Export Setup (for healthcare providers)
The required first step for healthcare and home care clients. We set up how your exports are requested, uploaded and de-identified. Patient data is handled only in a HIPAA BAA-covered environment and de-identified before any analysis. Includes a short procedure and staff training.
Prospect List Builder
For B2B service firms that sell to licensed facilities or trades: a cleaned, de-duplicated prospect list built from public Michigan license directories, with a one-page segment summary.
What we don't do
We focus on clear books and clear answers. We don't prepare tax returns, perform audits or give legal advice — we're happy to work alongside your CPA and attorney, and to refer you to licensed professionals when you need them.
Common questions
Do I have to replace my bookkeeper or CPA?
No. Many owners keep their bookkeeper and CPA and add our monthly Owner Briefing on top. We'll coordinate with them.
Which accounting software do you work with?
QuickBooks Online and QuickBooks Desktop.
What do you need for the free sample?
Your last 12 months of profit & loss and balance sheet — a QuickBooks export or PDFs is fine. Read-only access also works.
How is pricing set?
Projects are fixed-fee and scoped to your books, so you know the cost up front. Monthly packages are sized to your accounts and volume. We'll recommend exactly one next step, in writing, after your free sample.
Do you use AI?
Yes — AI-assisted tools help us work quickly and keep our fees affordable. Every number is checked by your engagement lead before it reaches you.
Is my data safe?
We work from exports you provide, and we never log into your systems. For healthcare businesses: Patient data is handled only in a HIPAA BAA-covered environment and de-identified before any analysis.
Do you meet in person?
Yes — every engagement starts with an in-person kickoff at your business. We're a local Southeast Michigan team, and your work is never offshored.
Not sure where to start?
Start with the free sample. We'll show you the five things we'd look at first, and recommend one next step — or tell you honestly if you don't need us.
Get your Free Owner Briefing Sample