A bookkeeping and fractional CFO firm built to give business owners clarity on their numbers, without the overwhelm.
I spent more than a decade building businesses. I built and exited two marketing agencies, led sales teams doing millions a month, and coached hundreds of owners. Along the way I learned the hard way what happens when you run a business without knowing your numbers.
I also saw what changes when you finally have clarity. You plan instead of panic. You make wiser decisions. You lead your business instead of chasing it.
I kept meeting good owners carrying weight they were never meant to carry, just because nobody ever showed them their numbers. So my team and I built the seat that was missing. We keep your books clean, put your numbers in front of you every month, and sit in your corner while you decide what to do.
Nathan Newberry, Founder
We hold the certifications that matter and work in the tools you already use, so your books are done right and nothing gets lost in translation.
Nathan and a team of professional bookkeepers do the work. Every set of books is reviewed by a human, and it is all overseen by your CFO advisor. Every month you get your numbers on a simple dashboard, a scorecard of the seven numbers that matter, and a review with your advisor. It runs on a system and a team, not on any one person, which is exactly how a business should be built.
Handing someone access to your finances is a big deal. Here is exactly how we keep it safe.
We are confident we will find money you are leaving on the table. If we do not find at least three times our advisory fee in your first 90 days, we refund those advisory fees and keep working free until we do.
We serve owner operated businesses, roughly $500,000 to $3 million in revenue, across the Wenatchee Valley, Lake Chelan, and the Columbia Basin. Because the work is remote, we also serve Christian business owners nationwide who want a firm that shares their values. Everyone is welcome. Stewardship is simply how we think about money.
Book a free Profit Leak Review. Fifteen minutes, we look at your numbers together and show you what we find. No pressure.
Book Your Free Profit Leak Review