Founded by Geoff and Kristy Burns


Lancaster, Ohio


Founded in 2007


Over 80% of businesses fail due to poor cash flow. We want to see more businesses thrive, but many don’t know how to properly manage their books and understand their reports. Many failed and failing businesses could survive and even thrive if they had a trusted ally to manage their finances.

Our Dream

To provide actionable financial data for Entrepreneurs, Business Owners and Nonprofit organizations. We want to be your ally to better business practices, more effective management and financial freedom. We do this so you can, pay yourself more, support charities you care about, achieve your long-term vision, and make better financial decisions for your business or nonprofit.

How We Do It

We provide professional bookkeeping and CFO solutions to clean up books, find financial weak spots, build custom financial reports and provide sound, fiscal advice. All services are provided remotely. See our services tab for more information. 

Our Clients Are

  • Entrepreneurs
  • Service and Repair Shops
  • Bakeries
  • Physicians
  • Conservation and Environmental Agencies
  • Real Estate Investors
  • Farms/Ranches
  • Consulting Firms
  • Foundations
  • Retail Sales Companies
  • Parks and Recreation
  •  Museums and Historical Societies
  • Camp and Retreat Centers
  • Homeless and Workforce Development Organizations
  • Legal Aid
  • Churches/ Religious Organizations
  • Youth Development Organizations
  • Armed Forces Support Organizations
  • Mental Health Organizations
  • Cultural Centers
  •  Educational Organizations and Schools

Smallest Client

$100,000 annual revenue

Largest Client

$8,000,000,000 annual revenue