If you want your finances handled properly — without having to manage them yourself — read this.

For solo service business owners generating $250k–$2M who want their finances handled correctly, proactively, and without surprises.

If you found this page through LinkedIn, this will help you quickly decide whether working together makes sense.

Short application → quick call → we’ll see if it’s a fit. No pressure.

Most solo service business owners aren’t careless.

They’re competent. Successful. Busy.

The issue isn’t effort. It’s responsibility.

Bookkeeping may be handled.
Taxes may be filed.
Questions may be answered.

But no one is fully accountable for the entire financial picture.

When accountability is fragmented, the owner remains the backstop.

You double-check.
You clarify.
And sometimes, you catch things that shouldn’t have required you to catch them.

Not because your CPA is bad.

Because most firms are structured for preparation and response — not full responsibility.

This usually shows up in a few ways:

• You’re still double-checking financial decisions
• Your CPA answers questions but doesn’t fully own the picture
• Tax planning and cash flow decisions aren’t coordinated
• You worry something important could be missed

If several of these feel familiar, you’re not alone.

I’m a CPA and fractional CFO who works with a small number of profitable solo service businesses each year to ensure their finances are handled correctly, proactively, and without surprises.

In one recent case, I identified a bookkeeping error that had created nearly $100,000 of excess tax, which we corrected through an amended return.

This is probably not a fit if you're mainly looking for:

• tax filing only

• the lowest-cost provider

• a reactive CPA you contact occasionally

Short application → quick call → we’ll see if it’s a fit. No pressure.