Where you are
$1.0M
You built a real business. But the numbers still live in your head, cash is tight in a good month, and every big decision is a guess. I give you the financial function a $5M company runs on... without the full-time salary.
More jobs, more revenue, and somehow less in the bank. Nobody ever mapped where the money actually goes.
By the time the books close, the month is a memory. So you decide on feel, then hope it works out.
The bank, the tax bill, the next hire, the next truck. Real questions, and no clear number to answer them with.
That's not a growth problem. That's a plan problem.
A full-time CFO in the Upstate runs six figures, plus benefits, plus the search to find one. At your size, you don't need the headcount. You need the function... someone who owns the numbers, reads the gauges, and tells you what they mean before the decision, not after.
I sit in the seat one or two days a week. I build the book of record, the cash flow forecast, and the scoreboard you actually run the business on. Then I coach you to read it yourself, so the clarity outlasts the engagement.
Every engagement opens with a fixed-scope diagnostic, so we both know exactly what we're working with before you commit to a monthly seat. No long-term lock-in.
A field-service business came to me at about a million in revenue, running crews across three states. Growing every year. And quietly running out of cash.
The books were a part-time job nobody really owned. Invoices went out late and got paid later... a structural collection cycle stretching 60 to 120 days. The owner couldn't tell you the true margin on a job.
We built a protected book of record, put every dollar on a 13-week forecast, and reworked how jobs get estimated and billed. The collection cycle started closing. For the first time, the owner could see the scoreboard... and price, hire, and plan against it.
Details anonymized to protect the client. Results vary by business.
I'm Danny Nelson. Enrolled Agent, 20-plus years in tax and financial strategy, and a tax accountant who has spent his career helping people keep more of what they earn.
I'm not a bookkeeper you'll never speak to. I'm not a big firm that hands you off to a junior. You get me... in the numbers, in the room, and honest with you about what they say.
I believe good stewardship starts with knowing what you actually keep. That belief runs through every engagement.
Bring your last twelve months. In one call, I'll show you where the cash is going and what the numbers are trying to tell you.
Book a call →