Tap the line that sounds like you.
One firm, three jobs: clear monthly numbers, buying or selling a business, less busywork. Automated, human-reviewed.
What brought you here?
Pick yours. A few taps to a plan. Nothing is sent.
The books exist. Decisions still come from gut. Cash surprises every quarter. No forecast, no memo.
You run the business. We turn the books into decisions: a live dashboard, a cash forecast, and a plain-English memo you could hand to your bank. Your bookkeeper keeps the books; we make them legible.
The bank wants to know what the business really earns, whether you are buying it or already own it. The numbers are not clean enough to answer.
We do the homework: what the business really earns, whether it can afford its own purchase, and how the loans line up. A paid deal teardown in three business days after complete documents, built so the bank can say yes.
The same tasks repeat: chasing leads, answering questions, filing documents, watching numbers.
Eight automation service areas with a human gate on every sensitive action. We build the system, review advisory deliverables, and agree operating rules and escalation for live assistants. Not templates. Custom workflows built for your operation.
Right now, your numbers either work for you or they work against you.
The mess becomes the memo. Watch.
Written readWritten readHere is what happens after you book.
Free call
No prep needed. We talk through where you are and show you the tools using your own numbers.
Your outcome A clear next step
Reviewed output
A deal memo arrives three business days after complete documents; a dashboard in 2 to 3 weeks after usable data and access.
Your outcome Human-reviewed clarity
Live cadence
Your dashboard, 13-week cash forecast, and plain-English memo stay current and arrive on schedule.
Your outcome Numbers you can act on
Free, no obligation. A real person replies within one business day.
“A growing business should not have to guess at its numbers, miss a deal because the books are not clean, or stay small because it cannot automate.”
Who we serve
- U.S. businesses, $1M to $20M revenue
- Founder-led operators
- Buyers and sellers of growing businesses
- CPA firms and fractional CFOs
How we work
- Software we built, run by a human advisor
- Human review on every sensitive deliverable
- Fixed pricing, clear scope, no retainer traps
- If it is not a fit, we say so on call one