Services built for businesses like yours

Accurate, up-to-date books are the foundation of every sound financial decision. We ensure your records are clean, reconciled, and reliable every month — so you always know exactly where your business stands.

• Monthly bookkeeping and account reconciliation
• Chart of accounts setup and maintenance
• Balance sheet and income statement alignment
• Accounts payable and receivable oversight

We turn your numbers into clear, meaningful reports that tell the real story of your business. No jargon, no noise — just the information you need to make confident decisions and stay ahead of surprises.

• Monthly and quarterly financial statements
• Variance and trend analysis
• Budget vs. actual reporting
• Executive-ready summaries for owners and stakeholders

We handle tax season so you don’t have to. With accurate books and a year-round approach, we make sure your filings are done right, on time, and positioned to minimize your tax burden within the law.

• Business and entity tax return preparation
• Year-round tax planning and strategy
• Estimated tax payment guidance
• Coordination with your existing CPA or tax advisor

Get senior-level financial leadership when you need it, without the cost of a full-time CFO. Scot brings decades of real-world CFO experience to your business on a flexible, right-sized basis — from part-time oversight to interim leadership during transitions.

• Financial strategy and planning
• Budgeting, forecasting, and scenario modeling
• Internal controls and process improvement
• Board and lender reporting support

We design and build practical financial dashboards that surface the metrics that matter most to your business. When performance is visible, decisions get faster and surprises get fewer.

• Custom KPI identification and tracking
• Dashboard design and implementation
• Real-time or weekly performance reporting
• Cash flow, revenue, and margin visibility

Buying or selling a business is one of the most consequential decisions you’ll make. We bring a small business lens to the M&A process — helping you uncover what’s really in the numbers before you sign anything.

• Financial due diligence for acquisitions
• Quality of earnings analysis
• Post-acquisition integration support
• Financial preparation for business sale

Sometimes you need a trusted sounding board as much as a numbers expert. We provide practical, experience-backed strategic guidance to help business owners navigate growth, change, and complexity with confidence.

• Growth planning and financial modeling
• Operational and process improvement
• Cash flow planning and capital allocation
• Ongoing advisory retainer engagements