Turn Your Financial Data Into Your Strategic Advantage
Strategic Financial Systems And Profit Planning For 7-Figure Businesses That Want To Scale And Exit On Their Terms
32+
Years of Experience
CFS
Certified Cash Flow
Strategist
WOSB
SBA Certified
Women Owned
Small Business
Trusted Legal Advisors
4.5 Trust Score
How We Help You
We’re Certified Cash Flow Strategist Professionals who flip traditional accounting on its head-profit comes first, not last. Using Mike Michalowicz’s proven cash‑management framework, we build simple, automated accounts that eliminate guesswork and grow sustainable profit .
What that means for you
Pay yourself first and consistently
Eliminate financial surprises
Fund taxes, emergencies and growth automatically
Boost profit margins without working more
Why Is There No Extra
Money at the End of a High
Revenue Month?
Revenue is up, but profit still feels M.I.A.
You’re not alone. Many owners don’t see bottom‑line gains because they focus on top‑line sales and miss the real cost drivers and COGS that determine NET income .
Cash Flow is a mystery, not a management tool.
Money rolls in, rolls out, and surprises keep you awake at night . Without a clear system, it feels like you’re constantly reacting instead of planning.
You have an end‑game, but no roadmap.
Whether you’re eyeing growth, acquisition or a future sale, you need a plan that makes the business run without you .
Services That Turn Revenue into Wealth
We go beyond tracking numbers – we turn your revenue into strategies and tools that fuel sustainable wealth,
financial clarity, and long-term business success.
Fractional CFO Advisory
Get the power of a CFO without the full-time cost. Our advisory services deliver forward-looking planning, profitability strategies, and executive-level guidance to strengthen your team’s decision-making and accelerate growth.
Strategic Financial System Execution
Build a financial engine that drives growth. We design and implement systems and roadmaps that keep profits aligned with your growth goals – so every dollar works harder for your business.
Growth & Exit Roadmaps
Whether you’re scaling for acquisition, planning succession, or preparing for a top-dollar sale, we help you structure your finances to maximize business value and ensure a smooth, profitable transition.
Accounting and Bookkeeping Services
We offer a full suite of accounting and bookkeeping services with compliance-ready reporting tailored to your industry. We work seamlessly with QuickBooks® Online, ensuring your finances are organized, up-to-date, and built for clarity and confidence.
How It Works
Discovery Call
30 minutes to unpack goals, pain points and timelines.
Financial Deep‑Dive
We analyze books, cash‑flow patterns and growth levers, then design your Profit First blueprint.
Execution & Coaching
We implement the system, track KPIs and adjust strategy as your business scales.
Take Charge of Your Financial Future
Redefine success and sustainability in your business. Download our free eBook with step-by-step finance strategies to increase your profits.
What you’ll learn
- Redefine success on your terms
- Build financial systems that grow with you
- Strategize for long-term sustainability
- Navigate obstacles specific to women-owned businesses
Case Studies
Case Study 1: Bringing Clarity to Trust Accounting for a Real Estate Closing Attorney
Achieving Compliance and Clarity in Trust Accounting
A real estate attorney faced confusion with trust and IOLTA accounts. The Small Business Advisor streamlined the process, training the bookkeeper and implementing a clear system. The outcome? Full compliance, reduced stress, and a confident, empowered team.
Industry: Real Estate / Legal Services
Case Study 2: Building the Right Team for a Business Purchase
How Strategic Team Building Empowers First-Time Business Buyers
A first-time business buyer turned to The Small Business Advisor for support during her purchase process. We connected her with key experts, including an Exit Planning Advisor, CPAs, and HR professionals, empowering her to negotiate confidently and make informed decisions, knowing she had the right team behind her.
Industry: Professional Services
Case Study 3: $100,000 had gone missing
How The Small Business Advisor Helps a Client Identify the Source of Fraud
When a business owner noticed unauthorized withdrawals, The Small Business Advisor helped uncover the fraud’s source. We identified an altered check payment to a vendor as the key clue. With the vendor’s help and the bank’s fraud team, we traced the breach, leading to legal action. This highlights the importance of regular financial reviews and proactive monitoring.
Industry: Real Estate
Featured Resources
5 Financial Tips for the Profitability of Your Small Business
As a small business owner, you might find yourself overwhelmed by financial statements, struggling to understand why your revenue isn’t translating into cash in the bank. You are not alone; many small businesses are in the same situation, especially when they...
How Progress Invoicing Can Improve Your Cash Flow
These are uncertain economic times. Bring in money faster by using progress invoicing. If you’re concerned about your company’s cash flow because you don’t know what will happen with the U.S. economy in the coming months, you’re not alone. The vast majority of small...
Take a 10-Minute Tour of Your Finances in QuickBooks
You’re busy, but you need to keep up with your finances. Here’s how QuickBooks can fill you in – quickly. QuickBooks is very good at recording and storing details. You can find minutia of all kinds, like customer ZIP codes and one-time discounts, and reorder points...
FAQs
About Our Services
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.
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.
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.
Do you work with clients outside of Georgia?
Absolutely! We work virtually so that we can help clients anywhere in the U.S.
About Our Clients
What types of businesses do you work with?
We work best with women-owned small businesses, solo law firms, service-based businesses, real estate investors, and other entrepreneurs who are ready to grow but need a more straightforward financial path.
Do I need a certain revenue level to work with you?
Our sweet spot is businesses making $1M or more annually. That’s when cash flow, profitability, and planning become even more critical for growth.
What if I already have a CPA or bookkeeper?
Perfect! Many of our clients do. We’ll work alongside them to ensure you receive the strategy and insights needed to achieve your goals.
Cash Flow & Profit Strategies
What are the Profit Strategies?
It’s a cash management system that makes profit a habit, not an afterthought. The formula is simple: Sales – Profit = Expenses. We help you set it up, stick to it, and see the results.
Can you help if I’m always short on cash?
Yes! We’ll pinpoint where the money’s going, fix the leaks, and provide you with a plan so you can finally breathe easier, no longer having to rob Peter to pay Paul.
Can you help me pay off debt and still grow my business?
Absolutely. We’ll create a plan that pays down debt while still funding profit, taxes, and growth.
Getting Started
What’s the first step?
Book a free consultation. We’ll talk about what’s working, what’s not, and how we can help.
What should I bring to our first meeting?
If you have them, bring recent financial statements, bank statements, and your list of “I’ve always wondered about this” questions.
How soon will I see results?
You’ll feel more clarity after our very first meeting, and many clients see measurable improvements in just a few months.
Pricing & Engagement
How much will it cost?
It depends on your needs. After we chat, we’ll create a custom proposal that fits your business size, complexity, and goals.
Do you require a long-term commitment?
We usually start with a six to twelve-month commitment, so we have time to make a real difference. After that, most clients stay with us long-term because they see the results.
Technology & Process
What software do you use?
QuickBooks® Online is our go-to, but we’re comfortable reviewing other systems you might already have in place.
Is my information secure?
Yes. We use encrypted platforms for sharing documents and follow strict confidentiality standards.
General
Do you prepare taxes?
No. We focus on strategy and management. But we partner with trusted CPAs who can handle your tax prep.
Can you help if my books are a mess?
Yes. Messy books are our specialty. We’ll clean them up and set you on the right track. This is a separate engagement from the ongoing work moving forward.
I’m embarrassed about my finances… should I still reach out?
Yes! Many clients feel this way at first. We’re here to help, not judge. You’ll leave feeling more confident and in control.