Bookkeeping, tax, and Profit Strategy for small business owners
Small Business Bookkeeping: You're busy. You're making money. So where is it?
We keep your books clean and your numbers clear every month, so you can stop guessing and start making decisions. Different business, same math. We'll find your leaks.
Specialists one industry at a time. If yours isn't on our list yet, the equation still works.
Entrepreneurs are the only people who will quit a 40-hour-a-week job to work 60+ hours and make less.
Here's why it happens: growth hides leaks. Revenue goes up 30%, costs quietly go up 40%, and you're working harder for a smaller slice. Meanwhile, you're paying yourself last, out of whatever's left, and calling it a salary. Busy is not the same as profitable. And a full calendar is not the same as a full bank account.
Let's fix that for you.
Sound familiar?
Revenue keeps growing. Your take-home doesn't.
You check the bank balance to decide if you can afford things. (That's not a system. That's a vibe.)
Taxes catch you off guard every single year.
Your reports are late, confusing, or don't exist.
You started a business for freedom and somehow ended up with a very demanding boss: you.
The equation, and where your business leaks
Every business runs on the same math: Money Made − Money Spent = Money Kept. And profit leaks out in the same five places:
Getting customers: marketing that costs more than it brings in, and nobody's tracking which is which. (Looking at you, boosted post.)
Bringing them in: pricing, payment terms, and paperwork that aren't nailed down before the work starts.
Doing the work: time, materials, and effort that never make it onto an invoice. Basically, working for free with extra steps.
What happens after: no follow-up, no referrals, no repeat business.
Tax time: surprise bills, missed deductions, and no plan. The IRS will never send a thank-you note.
Your variables: the numbers we watch for your business
Every industry measures these leaks a little differently. On our first call, we'll identify the 4 to 6 numbers that matter most for your business. Most owners start with:
Profit margin (what you keep from every dollar)
Cash on hand, and how many months it covers
Your most and least profitable products, services, or customers
Cost to get a new customer
What you actually pay yourself
How we fix it: bookkeeping and Profit Strategy for small business
Foundation: Clean books. Catch-up bookkeeping if you're behind, monthly bookkeeping, payroll, and tax. You stop guessing. Your accountant stops sighing.
Framework: Profit Strategy. We build your business's financial Framework with you: cash flow, profit protection, and a plan built around your actual goals.
Flywheel: Run the business. We keep your Framework running with you through monthly reviews and quarterly planning, so you never make a big decision without data.
You Stop Asking
Where did this charge come from?
Did I pay that bill?
How much do I owe in taxes?
Where did the money go?
You Start Asking
Can I afford to hire, and when?
What's actually making me the most money?
How much can I pay myself this year without hurting the business?
How can I plug the profit leaks?
Real owners. Real numbers. Real "why didn't I do this sooner?"
'My books were an absolute mess and I was terrified to show them to anyone. I had been losing sleep for weeks, and I was dreading the conversation. After our meeting, I finally got 7 hours of solid sleep for the first time in weeks. You cannot put a price on that kind of peace of mind.'
- Alexis Litle
'I'm not so much of an avoidant CFO in my own company anymore. This program does a great job of motivating people and de-stigmatizing the fear around it. If you're on the fence about it, I don't think any law firm owner would regret doing this.'
- Catherine Medina
'Before working with CSG, I had a vast amount of reports and meaningless data. PK allowed me to fully understand what story my numbers are telling me - and make better decisions because of it.'
- Jay McAllister
'It's not enough for her to just do the work and provide the reports. She wants to help you understand the financial engine that powers your firm.'
- Emery Wagner
This is for you if...
You own a business that's making money but not keeping enough of it, and you're ready to stop avoiding the numbers.
This is NOT for you if...
You want the cheapest option available, or you want someone to handle your money while you never look at it. Delegation is healthy. Abdication is not.
Small business bookkeeping questions
My industry isn't on your list. Can you still do my small business bookkeeping?
Yes. The equation and the leaks are universal. We learn your variables fast, because that's literally what we do.
My small business books are a mess. Is that a problem?
No. Catch-up bookkeeping gets you current first, whether it's 6 months or 6 years behind.
Do I have to understand accounting to use a bookkeeping service?
Nope. Business is algebra, and we do the math. You just get the answers.