Our Services

Bookkeeping & Cleanups – We take messy or outdated books and restore them to accuracy, giving you reliable financials you can use to run your business with confidence.

Cash Flow Forecasting – Our forward-looking forecasts help you anticipate challenges, manage resources effectively, and make smarter strategic decisions.

Loan Preparation – From organizing documentation to presenting clean reports, we make sure your business is lender-ready and positioned for approval.

Financial Literacy – We translate complex numbers into practical insights, teaching you how to understand and apply your financial data to grow your business.

Turnarounds & Stabilization – When urgent action is needed, we step in quickly to restore stability, rebuild confidence, and put your company back on a clear path forward.

Results That Speak for Themselves

From family-run shops to franchise hotels, we’ve helped businesses stabilize, grow, and protect their future. Here are a few examples:

Family-Owned Italian Restaurant (30+ Years in Business)
A beloved local restaurant was buried under merchant cash advances, destroyed financial data, and rising food costs. We reconstructed their books, negotiated better vendor rates and payment terms, and eliminated nearly $50,000 per month in debt service. When the stay-at-home order hit, we secured PPP and EIDL funding along with a Restaurant Revitalization grant—providing the working capital they needed to survive the shutdown and prepare for recovery.

Impact: Clean books, lower costs, debt-free operations, and the funding to withstand a once-in-a-generation disruption.

Established Dental Practice (40+ Years in Business)
A long-standing dental office had years of unbalanced books and payroll issues holding them back. We reconstructed and reconciled their financials, migrated them to a more reliable payroll system, and established cash flow controls. With clean books and strategic spending guidance, the doctor expanded from a single office to three additional locations. We also worked closely with him to build financial understanding, giving him the confidence to make informed business decisions. Years later, that foundation supported a successful $10 million sale of his practice.

Impact: Recovered years of financial clarity, stabilized payroll, expanded from one to four locations, and built long-term value leading to a multimillion-dollar exit.

Family-Owned Hilton Franchise Hotel
A family-owned hotel operating under a Hilton franchise was facing foreclosure after years of fraud and cash flow leakage, totaling nearly $800,000. We uncovered the fraud, reconstructed five years of financials, and negotiated with the bank to prevent foreclosure. When the IRS initiated an audit, we prepared the financials and guided the process—ultimately securing a refund for the owners. We also helped the family secure funding for a remodel required to maintain their franchise and introduced energy efficiency programs that provided rebates from Ameren—significantly offsetting renovation costs.

Impact: Fraud uncovered, foreclosure prevented, IRS audit resolved, remodel funded, and long-term financial stability restored.

Furniture Restoration Business (Family-Owned)
A small, family-run furniture restoration shop wanted stability before starting a family and planning for expansion. We reconstructed their financials, cleaned up their books to secure a loan, and built a cash flow plan. With strategic guidance, they scaled from a $400,000 mom-and-pop operation to a $1.8 million luxury restoration company.

Impact: Clean books, loan secured, expansion supported, and revenue more than quadrupled.

Ready to See What’s Possible for Your Business?

Book a free 30-minute call today and take the first step toward financial clarity and growth.