Services

Profitability Analysis
We analyze your business from the top line to the bottom line and identify areas that will improve profitability.

Business Strategy
We identify opportunities that will increase revenue through volume or pricing strategies and help reduce costs with budget controls, volume discounts, or new partner relationships.

Bookkeeping
We manage your books from setup to monthly transaction assignments, account reconciliations, accounts payable and accounts receivable. We work exclusively with QuickBooks Online to streamline our processes.

Forecasting
We build 3 to 5 year proformas and financial projections for your business to better understand and predict your roadmap ahead.

Reporting
We provide monthly P&L, Balance Sheet, and Cashflow Reports for your business to track your growth and profitability.

Bill Pay
We handle the payment of all your bills from autopay to accounts payable management.

Payroll
We manage payroll and benefits from setup to payroll runs for salary, hourly, part-time employees and contractors. We work exclusively with Gusto to streamline our processes.

Taxes
We work with Thomas Cantrell at Thomas Cantrell Accounting & Tax who manages tax payments and filings for all of our clients.

CFO
We provide financial leadership, budget oversight, analysis, and growth targets for your business.

Industry Experience
Financial Services, Solar, Healthcare, Fitness, CPG, and Film.

David R. Smith

I have over 25 years experience in business and finance management with both Fortune 500 companies as well as startups. I help businesses understand their financial performance and establish clear objectives to help them improve their profitability.

We work with companies to get their books in order and evaluate their P&L, Balance Sheet, and Cash Flow Statement to identify areas to strengthen their business. We help set strategic goals to improve profitability by growing revenue, reducing costs, and streamlining services.

J. L. Kellogg School of Management Northwestern University
M.B.A. Finance & Entrepreneurship

University of Utah
B.S. Mechanical Engineering

LinkedIn