Understand, Strengthen & Leverage Your Financial Health

Serving These Industries

SPORTS

FITNESS

OUTDOOR

Why Financial Success Often Feels Out of Reach

Most businesses focus on revenue - but that’s only part of the story.

We don’t just crunch numbers—we help you build a business that works for you, not the other way around.

Key Differentiators

  • We help you prioritize profit and efficiency, so your business stays resilient and prepared to navigate challenges and seize opportunities in any season.

  • Think of us as your financial sounding board. We provide the consistent oversight and honest feedback you need to stay focused on your goals and make clear, confident decisions in any business climate.

  • We teach you how to make sense of your numbers—beyond just where your money comes from and goes—so you can confidently interpret financial statements, plan ahead, and drive profit and efficiency.

  • Every business is unique. We tailor strategies to your goals and industry.

  • Every client works directly with our founder, Chad Hathaway—no hand-offs, no junior staff, and no AI intermediaries—ensuring personalized, expert guidance every step of the way.

Solutions For Your Financial Health

SAVE TIME

  • Bill Pay

  • Cash Flow Monitoring

  • Internal Controls

  • PaceKeeper

  • Tailored Reports

  • Tax Prep & Filing

  • TriCore Financials

PLAN AND GROW

  • Budgeting

  • Cash Flow Forecasting

  • Financial Health Review

  • Performance Strategy

  • Profit Forecasting

  • Tax Planning & Strategy

  • Workforce Planning

GET SUPPORT

  • Alignment Sessions

  • Expert Guidance

  • Rapid Response Guarantee

  • Review & Audit Support

The Process

SCHEDULE A free CALL

Tell us about your business, your goals & what keeps you up at night.

select your level of support

Your custom proposal will be sent to you to review and sign. Choose between Starter, Boost & Achieve packages - customized to your needs.

COMPLETE ONBOARDING

We’ll guide you through the necessary steps to get started.

leverage your financial health

See the true story your numbers tell, spot opportunities, & make smarter, more confident moves.

Chad exceeds expectations, combining advanced accounting/IT knowledge with strong communication skills and a high level of emotional intelligence.
— John Pendl

Ready?

Let’s work together to prioritize profit, improve efficiency and achieve your goals. Don’t wait for “someday.” Start now.

The Business Beat