Bookkeeping & Financial Management

Practical, Profit-Focused Support for Owners Who Wear Too Many Hats

Why Partner With Us?

You’ve built a solid business, but between client work, team management, and daily firefighting, your books keep sliding to the bottom of the to-do list. Sound familiar?
If you’re a real estate investor, solo attorney, service-business owner, or woman-led firm, this page was written for you.

Your Frustration		Our Fix
“Revenue’s climbing, but my bank balance isn’t.”		Profit-First Cash-Flow Strategy that channels money into owner pay, taxes, and growth, before expenses get a bite.
“I can’t tell if a job is actually profitable.”		Industry-specific reporting (rent rolls, trust ledgers, cost-of-service dashboards) delivered monthly.
“My books are a mess.”		Complete clean-up & optimization, Online or Desktop, so every click makes sense.
“Tax time is stressful.”		Reconciled statements, tidy records, zero scrambles.

Your Frustration: “Revenue’s climbing, but my bank balance isn’t.”

Our Fix: Profit-First Cash-Flow Strategy that channels money into owner pay, taxes, and growth, before expenses get a bite.

Your Frustration: “I can’t tell if a job is actually profitable.”

Our Fix: Industry-specific reporting (rent rolls, trust ledgers, cost-of-service dashboards) delivered monthly.

Your Frustration: “My books are a mess.”

Our Fix: Complete clean-up & optimization—Online or Desktop, so every click makes sense.

Your Frustration: “Tax time is stressful.”

Our Fix: Reconciled statements, tidy records, zero scrambles.

Our Core Services

Monthly Bookkeeping & Reconciliations

Accurate, on-time books you can trust. No matter how many properties, cases, or service calls you handle.

Bookkeeping Rescue & Clean-Up

Behind on the books? We untangle months (or years) of transactions, then hand back a crystal-clear general ledger.

QuickBooks® Online & Desktop Support

Set-up, conversions, custom workflows, and ongoing maintenance by certified pros.

Cash-Flow Strategist Review

Every quarter, we analyze your numbers, fine-tune allocations, and highlight quick wins.

Tailored Reporting

Real Estate: occupancy, reserve balances, CAP-rate snapshots

Home Services: job-costing, seasonal cash buckets

Legal: trust liability compliance, WIP vs. collected fees

Are Cash Flow Mistakes Draining Your Profits?

Even thriving businesses lose thousands to hidden cash flow leaks.

Find out where your money’s slipping away and how to stop it before it costs you more.

Get the Free Guide

Who Thrives With Our Approach?

Rental-Portfolio Owners

Juggling multiple doors

Solo & Small-Firm Attorneys

Managing client trust accounts

Service Businesses

(HVAC, plumbing, painting companies) are battling seasonality

Women-Owned Enterprises

Looking to navigate finance with confidence

Schedule A Call

How We Work

Discovery Call

You tell us what keeps you up at night.

Diagnostic Clean-Up

We benchmark your current books and cash-flow leaks.

Implementation Sprint

New account structure, Profit-First allocations, and QuickBooks® tune-up.

Monthly Rhythm

Bookkeeping, reconciliations, and management reports.

Monthly/Quarterly Strategy Huddle

Review KPIs, adjust allocations, and map the next 90-day priorities.

FAQs

About Our Services

1. What exactly does The Small Business Advisor do?

Please think of us as your financial ally. We help you make sense of your numbers, stop the cash leaks, and build a business that’s profitable on purpose. Whether you have no books, do your own, or already have a bookkeeper, we give you the clarity, systems, and strategies to run a stronger, more profitable business.

2. Do you do bookkeeping or just advising?

Both! Some clients hire us to handle their books from start to finish. Others keep their current bookkeeper and bring us in for high-level financial strategy, oversight, and Cash Flow Strategy implementation.

3. How are you different from a regular bookkeeper or CPA?

We don’t just hand you reports and hope you figure them out. We roll up our sleeves with you, explain the numbers in plain English, and help you use them to make better decisions for your business. We work with your CPA to provide them with everything they need to complete your business taxes.

4. Do you work with clients outside of Georgia?

Absolutely! We work virtually so that we can help clients anywhere in the U.S.

Ready for Books You Can Brag About?

Stop guessing and start knowing. Click below to book a 30-minute Financial Clarity Call and discover how easy profitable growth can feel when your books finally work for you.