Lets Talk numbers

As we properly document & track your numbers they'll begin to tell us a story. That story will map out how to improve & grow your business.

"Money is a terrible master but an excellent servant." - P.T. Barnum
"You must gain control over your money or the lack of it will forever control you." -Dave Ramsey

Document

The first step to getting your finances in order is properly documenting them. Knowing how, when, & where funds are coming in & going out is the foundation. 

Analyze

Capturing & categorizing the numbers are the foundation. Reading & interpreting those numbers are where knowledge & insight is gained. 

Track

As we track & analyze the numbers over time the details of the financial story will become increasingly clear.

Automate

The numbers will continually provide information on processes that can be systematized. This will prevent repeating mistakes & provide additional bandwidth for growth. 

THree ways we can work together

Small Business

It's time to take your business to the next level with timely bookkeeping, high-level reporting, & strategy. I help small businesses implement the DATA plan: Document, Analyze, Track, & Automate their finances.

Personal Finance

I teach individuals & families how to organize & direct their personal finances.

Free Content

I'm always trying to provide high quality, free content for you to learn, grow, & benefit from.

Lets take your numbers to the next level

"Don't ever let your business get ahead of the financial side of your business. Accounting, accounting, accounting. Know your numbers." - Tilman J. Fertitta