We help growing businesses ($500K–$5M) transform their financial data into a strategic advantage. Accurate books, real-time dashboards, and CFO-level guidance—without the full-time CFO salary.
Your bookkeeper records transactions. Your accountant files taxes once a year. But who is looking at your numbers every month and telling you whether you’re on track?
For most growing businesses, the answer is: nobody. That gap is where bad decisions get made—hiring too early, underpricing services, missing cash flow problems before they become crises.
See How We’re Different →Sound familiar?
We don’t just keep your books. We build financial systems that tell you what’s really happening in your business—and what to do about it.
Real-time bookkeeping so you’re never flying blind. Reconciled, categorized, and ready for decisions—not just tax season.
Custom dashboards that show your KPIs, cash flow trends, and profitability at a glance. No more digging through spreadsheets.
Monthly strategy sessions where we review your numbers together and flag opportunities and risks before they become problems.
Financial leadership at a fraction of a full-time CFO cost. Forecasting, scenario planning, and strategic guidance for scale.
We specialize in service-based businesses in the growth stage—established enough to have real financial complexity, ambitious enough to need real financial guidance.
You’re a great fit if:
Industries We Work With
Every tier is CPA-led and includes real advisory guidance, not just transaction recording.
Full-service bookkeeping, monthly financial reports, and year-end prep. Everything in order, every month.
Bookkeeping + Power BI dashboard + monthly CFO advisory call. Know your numbers and what they mean.
Full strategic partnership. Forecasting, scenario planning, and financial leadership for serious growth.
All packages include onboarding, software setup, and a welcome strategy session.
See Full Pricing & Add-Ons →"Reliable, trustworthy, and efficient. Liza helped my business submit income tax with no hassle. I will definitely recommend her expertise in accounting and financial management."
"I was really struggling to keep my books updated but with Liza’s help, I can now focus on what I love most about my business. The monthly reports give me real peace of mind."
"Trustworthy, efficient, and easy to work with. She goes beyond just keeping the books—she actually helps you understand what the numbers mean. Highly recommended."
Book a free 30-minute strategy call. We’ll look at where your business stands financially and whether we’re the right partner to help you grow.
No commitment. No pitch deck. Just an honest conversation about your finances.