Why you can trust us.
We show you clear next steps with links to the proof. If we're not confident, we don't show it. No guesswork.
Real advisors
You talk to a real person every month, not a chatbot.
Receipts for everything
Tap through to the exact invoices, bills, and payroll entries behind each recommendation.
No shaky answers
If we're not sure, we hold it back instead of guessing.
Read-only access
We don't change your books. You can disconnect at any time.
What you'll get
- • Monthly strategy call with your advisor.
- • Clear recommendations in plain English.
- • Links to the proof: invoices, bills, payroll.
- • 24/7 monitoring that catches problems early.
What you won't get
- • Guesses or "maybe" answers.
- • Jargon or long reports to decode.
- • Changes to your accounting data.
- • Chatbots pretending to be advisors.
How we work
- Software watches 24/7
Our system monitors your business around the clock, flagging what matters.
- We verify before we share
Does the story match the numbers? If not, we don't show it.
- Your advisor walks you through it
Every month, we review what's important and what to do about it.
Your data, your control
- Read-only QuickBooks. We never edit your books.
- Encrypted. In transit and at rest.
- Disconnect anytime. One click to revoke access.
- Your data is yours. We don't sell it or use it to train AI.
Questions?
Book a free call. We'll answer anything about how we work, how we handle your data, or whether we're a fit.