Take Control of Your Business.

Accounting | Fractional CFO | Financial Advisory

Clarity, Confidence, and Growth for Entrepreneurs

Entrepreneurs first. CPAs second. We help turn numbers into action.

Trusted by entrepreneurs in real estate, gyms and service-based industries

  • Working harder than ever, but always putting out fires

  • 💸 Afraid to make a big hire — what if we can’t afford it?

  • 📊 Missing opportunities because the right data isn’t there

  • 🤯 Everything lives in my head — I’m the bottleneck

  • 🧩 What worked when we were smaller is barely holding together now

Sound familiar?

Discover Our Range

  • Bronze Lotus Package

    Starting at 500/Month

    Ideal for business owners who want clear, no-nonsense financial reports. Each month, you’ll receive done-for-you detailed reports with a quick summary to highlight what matters most.

    This package is designed to give you the insights you need to stay on top of your business without needing to touch anything, so you can focus on what you do best.

  • Gold Lotus Package

    Starting at 2,000/Month

    Perfect for business owners who need more than just the basics. This package dives deeper into your financials with detailed cash flow analysis, helping you understand exactly how much money is coming in, where it’s going, and how much you can pay yourself.

    It’s all about giving you more control over your finances so you can make smarter, more confident decisions for your business.

  • Black Lotus Package

    Starting at 4,000/Month

    This is your complete financial partner, built for business owners wanting to elevate their game and keep profits in the black. We’ll handle everything—financial strategy, budgeting, and setting up key performance indicators (KPIs) to track what truly matters.

    You’ll have direct access to our expertise whenever you need it, giving you the insights and support to drive your business forward with confidence. It’s like having a dedicated CFO in your corner.

Testimonials

Schedule a Consultation

Your business is ready for the next level, and so are you. Get the financial clarity and strategic insights you need to grow with confidence. Let’s talk about how we can help—schedule your consultation today and start making informed moves.

Your Financial Resource Hub

Coming soon! We’re working on building a space full of helpful guides and easy-to-understand tools to educate and equip you with the confidence to make smart financial decisions. Whether you’re figuring out cash flow or planning for growth, we’re here to walk with you every step of the way.