Our Services

The Numbers Guy is here to provide financial services and consulting for small businesses in terms you can understand. You don’t need to be a finance expert to know what’s going on with your business.

Get in touch today to discuss how The Numbers Guy can provide tailored solutions to drive your business forward. We are dedicated to assisting you with any inquiries and ensuring your needs are met with precision and a smile.

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Bookkeeping Made Simple

Clear, consistent records.

  • Monthly bookkeeping
    Stay organized with up-to-date books and the support to understand what they mean.

  • Building your books to match your business
    Your financial reports need to work for external reporting but more importantly they need to help you make business decisions. I’ll organize your books to do both.

  • Reconciliation and also asking “why”?
    Having clean books only helps if you actually look at what’s in them. I won’t just blindly reconcile the transactions - I’ll ask questions when things look odd.

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Financial Clarity & Planning

Understand your numbers. Avoid the jargon.

  • Cash Flow Planning
    I help you see where comes from, where it goes—and how to make it work better for you.

  • Budgeting & Forecasting
    Build practical, flexible budgets that grow with your business.

  • Financial Modeling
    Whether it's a new product or a new business or anything in between I can help you build a financial model.

  • Profitability & Break-even Analysis
    Let’s figure out how and when your business actually makes money.

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Advisory Services for Founders & Owners

Financial guidance and support.

  • KPI Reporting You’ll Understand
    We track the numbers that matter—working to help you understand what they mean and what to do next.

  • Strategic Planning & Goal Setting
    Align your financials with where you want to take your business..

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Catch-Up & Cleanup Without Judgment

Behind on your books? I’ve got you.

  • Bookkeeping Cleanup
    I’ll fix the mess, explain what went wrong, and show you how to keep it clean.

  • Catch-Up Bookkeeping
    Whether you’re months or years behind, we’ll get you up to speed—no shame, just solutions.

Contact us

Submit your message and I’ll get back to you as soon as possible with how I can help make things easier for you.