Financial Strategy for
Ambitious Businesses
We bring expert-level financial discipline and strategic rigor to ambitious businesses, no matter their industry.
Is Your Accounting Holding You Back?
late, unclear data
You get financial reports, but they're a 'black box.' They arrive weeks late, are full of errors, or are just a data dump with no explanation. You have no clear, real-time data to make confident decisions.
growing sales, shrinking cash
Your revenue is growing, but you're still stressed about cash. You don't have a clear forecast, and you're not sure where your profit is actually going.
a “historian,” not a partner
Your current accountant is a scorekeeper, not a strategic player. You have no one to ask the big 'what-if' questions or get high-level financial guidance from.
A Financial Playbook for Your Business
Our solution tiers are built by combing these three pillars:
core accounting
Our Core Accounting pillar ensures your foundation is perfect. We provide 100% Tax-Ready Bookkeeping and clean, monthly Essential Reports.
performance & growth
Our Performance & Growth pillar provides the tools to drive results. We'll work with you to identify and track the right KPIs and track performance against your budget.
strategic partnership
Our Strategic Partnership is our human-to-human commitment. It’s the framework for how we work together, including our expert Financial Review videos and our recurring one-on-one Strategic Planning and Alignment Sessions.
Key Differentiators
Our expertise isn't confined to a single playbook. It has been forged since 2007 across diverse, complex business models—from service-based firms and franchises to inventory-heavy operations like manufacturing and wineries. This diverse, 'in-the-trenches' experience is our strategic advantage, allowing us to rapidly understand the key financial levers of your business and build an actionable roadmap for profit and growth.
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We help you prioritize profit and efficiency, so your business stays resilient and prepared to navigate challenges and seize opportunities in any season.
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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.
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We go beyond just 'what' your numbers are and teach you the 'why.' We help you confidently understand your financial statements so you can always make clear, informed decisions.
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Every business is unique. We tailor strategies to your goals and industry.
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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.
Our Process
book your 15-minute fit call
A quick 15-minute, one-on-one call to see if we're a good fit. We'll learn about your business, and you can learn about our process. If it's a match, we'll schedule a deeper discovery session.
receive your custom proposal
After our discovery, we'll build a custom proposal outlining the perfect mix of our Foundations, Management, or Advisory tiers, plus any Additional Solutions you need.
COMPLETE ONBOARDING
We'll guide you through our seamless onboarding process, connect your systems, and get your Cloud-Based Ecosystem fully set up.
begin our partnership
We'll execute your plan and begin our ongoing cycle of Financial Reviews and Strategic Planning Sessions to help you drive long-term value.
“Chad truly understands the complexities of the wine industry and went above and beyond to tailor solutions to our unique accounting needs. Professional, responsive, and a trusted partner!”