Let's Unlock
Higher Profits
Helping high-revenue entrepreneurs understand their books so they can unlock higher profits and make data-driven decisions.
Peace of Mind & Profitability
CASH FLOW Comfort
Let's start you on the path to
Peace of Mind & Profitability
CASH FLOW Comfort
Let's start you on the path to
All for just $79!
Stop Guessing Start Profiting
What if our CFO could review your books and tell you where to start on your path to profitability?
Apply Today
No stress - No guesswork - Just clarity
All for just $79!
Stop Guessing Start Profiting
What if a CFO could review your books and tell you where to start on your path to profitability?
Apply Today
No stress - No guesswork - Just clarity
I'M KAREN
I get it—most CEOs don’t want to touch QuickBooks or log into their bank account.
You’re busy building the vision, leading the team, making it rain. And honestly, you shouldn’t be buried in spreadsheets.
But here’s the truth: if you’re not tracking your metrics, you’re flying blind. Without a CFO, that can feel impossible—and expensive.
That’s why I’m here.
I know the feeling. I was running full speed, growing sales, making customers happy—but behind the scenes, I was barely breaking even. I didn’t know how to turn revenue into real profit.
Then I hired a Fractional CFO—and everything changed. We prioritized PROFIT, and two years later, we sold the company.
Now, I help CEOs do the same. Our accounting team keeps your books clean. Our CFO and Client Success team help you understand your numbers—so you can build a business that finally pays you.
I'M KAREN
I get it—most CEOs don’t want to touch QuickBooks or log into their bank account.
You’re busy building the vision, leading the team, making it rain. And honestly, you shouldn’t be buried in spreadsheets.
But here’s the truth: if you’re not tracking your metrics, you’re flying blind. Without a CFO, that can feel impossible—and expensive.
That’s why I’m here.
I know the feeling. I was running full speed, growing sales, making customers happy—but behind the scenes, I was barely breaking even. I didn’t know how to turn revenue into real profit.
Then I hired a Fractional CFO—and everything changed. We prioritized PROFIT, and two years later, we sold the company.
Now, I help CEOs do the same. Our accounting team keeps your books clean. Our CFO and Client Success team help you understand your numbers—so you can build a business that finally pays you.
Watch Your Business Bloom
Download "100 Metrics to GROW YOUR BUSINESS"—one smart decision at a time.
Watch Your Business Bloom
Download "100 Metrics to GROW YOUR BUSINESS"—one smart decision at a time.
MEET ALAN
Alan brings more than 13 years of Accounting experience—and a passion for both numbers and exploration. He is a member of CalCPA right here in California.
He recently completed a five-week cross-country trip from New York to Chicago to Fort Lauderdale, finishing in California at the CalCPA meetings in Sacramento. Whether he's on the road or reviewing financials, Alan brings clarity and precision wherever he goes.
As our Bookkeeping Director, Alan knows exactly how CEOs think—and what kind of support they need to become profitable. He leads our bookkeeping team with the detail of an accounting professional and the insight of a CFO.
When you work with us, you’ll know that Alan is overseeing your books—so you can rest easy knowing everything is in compliance and your decisions are backed by accurate data. Alongside our Operations Manager, he ensures next-business-day responses to all your questions, so you’re never stuck waiting for answers.
MEET ALAN
Alan brings more than 13 years of accounting experience—and a passion for both numbers and exploration.
He recently completed a five-week cross-country trip from New York to Chicago to Fort Lauderdale, finishing in California at the CalCPA meetings in Sacramento. Whether he's on the road or reviewing financials, Alan brings clarity and precision wherever he goes.
As our Accounting Director, Alan knows exactly how CEOs think—and what kind of support they need to become profitable. He leads our accounting team with the detail of a accounting professional and the insight of a CFO.
When you work with us, you’ll know that Alan is overseeing your books—so you can rest easy knowing everything is in compliance and your decisions are backed by accurate data. Alongside our Operations Manager, he ensures next-business-day responses to all your questions, so you’re never stuck waiting for answers.
One balloon. One burden.
It’s time to let go—download the FREE Zero Debt Countdown Tracker and start your journey to freedom.
Hanging by a Thread?
Hanging By a Thread?
One balloon. One burden.
It’s time to let go—download the FREE Zero Debt Countdown Tracker and start your journey to freedom.
