How We Started
Back in 2019, I was working with a small manufacturing company that was making decent revenue but couldn't figure out where their money was going. They had spreadsheets everywhere, different systems that didn't talk to each other, and zero visibility into their actual financial health.
That's when it hit me — most businesses don't need another accounting firm. They need someone who can look at their numbers and actually explain what's happening in plain English. Someone who can spot problems before they become disasters and find opportunities hiding in the data.
"We focus on making financial planning practical, not perfect. Real businesses need strategies they can actually implement."