Owner-run businesses where one number drives everything.
Owner-operated businesses anywhere in the US, where the owner still makes the money decisions. We find the one number your business runs on and build the finance side around it.
We know your world, and the number that runs it.
Medical & dental practices
Scheduling, payer mix and staffing decide margin. We track the number that shows whether a new provider or location pays off.
Contractors & trades
Bids, change orders and crew costs. We show which jobs make money so you price the next one with confidence.
Fleets
Fuel, maintenance, insurance and utilization, turned into one number you can manage week to week.
Distributors
Inventory, freight and customer terms. We show where volume is profitable and where it just keeps you busy.
Multi-location service businesses
Every site reported on the same basis, so you know which locations to grow, fix or close.
Real estate investors
Entity structure, depreciation and cost segregation planned before you buy, not after.
Nonprofits
Fund accounting, 990s and audits from CPAs who lead a nonprofit themselves.
High-income individuals
Year-round planning across income, investments and business interests.
Where you are shapes what you need.
Get the foundation right
Clean monthly books, payroll that runs on time and taxes planned all year.
You’re still the bottleneck
The business has outgrown instinct. You need the number, a plan and systems that take work off you.
You have a controller. You still can’t see what’s working.
Reporting exists but doesn’t turn into decisions. We connect the numbers to a quarterly plan.
Anywhere in the US.
Engagements are delivered remotely through a secure client portal. Our offices in Queens and New Hyde Park, NY are there when you want to meet in person.
See if we’re the right fit.
A Profit Diagnostic looks at your business from four angles. You leave with a one-page Decision Page either way.
