What is your business trying to tell you?
Accurate books aren't just a legal requirement, they're how you make confident decisions.
Our bookkeeping and strategic advisory services help you grow your business by decoding your numbers.
It's our belief that clean books lead to clear thinking, and we specialize in making life easier for US-based business owners.
How We Help
Stop Going It Alone &
Get The Support You Need
Clean Books &
Clear Thinking
You’ll have more time, more clarity, and full visibility into what’s happening. Without having to manage it yourself.
Our unique approach to bookkeeping combines analytic and creative processes that reveal the hidden leverage in your financials most people miss.
Full account reconciliation
Month-end closing and review
Customized strategic insight
Pressure-Test
Big Moves
Get calm, data-informed confidence before you commit to your next move.
Hiring, raising prices, or launching something new? We’ll help you model the impact before you commit.
Custom scenario modeling
Margin and cashflow impact analysis
Research and data review
Support
& Strategy
You don’t need more advice. You need someone who can ask the right questions, see what you’re seeing, and help you shape it into strategic action.
You’ve already built something real. And with clear numbers and a steady thinking partner, you’ll stop reacting and start steering.
Monthly briefings for strategic planning
Interpret what’s changed—and why it matters
Go deep on what the numbers mean
Built To Scale
& Set You Free
Lay the financial and strategic groundwork that lets your business grow—and keeps you free to lead, sell, or step back when the time is right.
Whether you’re preparing for an eventual exit or just want room to breathe, we make sure your numbers support the next chapter, not hold it back.
Owner-dependence analysis
Clean, transparent financials that buyers trust
Coaching toward a more valuable asset
What You Get
Financial Clarity Will Make Your Life Easier
🎯
Make Confident Decisions
Clarity from your books lets you lead without second-guessing. Know what's profitable, what's wasteful, and what to do next.
💰
See Your True Margins
We break down profitability by client, product, or service—so you know where your money actually comes from.
💸
Stop Guessing About Cash
Get a clear picture of your cash flow, burn rate, and runway so you're not blindsided or overextending.
🧪
Pressure-Test Big Moves
Model scenarios before you commit—whether it's hiring, raising prices, or launching something new.
🧭
Know When You Can Step Back
We’ll help you see how dependent your business is on you—and what to change to make stepping away realistic.
🔍
Find Hidden Leverage
Sometimes the insight is small: a fee you missed, a cost you can cut, a client draining margin. We help you catch it.
🧘
Turn Chaos Into Calm
Financial clarity reduces overwhelm. We help you stop reacting and start steering.
📊
Track What Matters
Forget spreadsheets you never open. Get reports that highlight the 3–5 numbers that actually shape your future.
🌙
Sleep Better at Night
When you know where things stand, you worry less. That’s the real ROI.
What People Say
Trusted by Leaders Who Think Long-Term
You should drop everything and run, not walk, to collaborate with him.
Sean O’Connor
COO at Blocknative
Sergio Ballivian
Founder at Explore Bolivia
Lalita Gabriella Ballesteros
Coach, Founder, Speaker
