Practices with real volume
Professional services and other owner-operated firms where payroll, pricing, and close actually move the month.
Financial & IT Consultants, LLC
Clarity in the close.
Leverage in the model.
Visibility in search.
A boutique practice for owners who need CFO-level thinking, Excel systems that actually run the month, and — now — SEO/AIO so the right work can find you.
What we do
Three practices. One firm.
The finance seat, the workbook underneath it, and the search that brings the next engagement in. Same bias on all three: structure you can run without us in the room.
01
Fractional CFO
Cash, close, forecast, pricing, and the monthly pack a board would actually read. Ongoing finance leadership without a full-time hire.
Read more → 02Excel accounting systems
Rebuilds, imports, reconciliations, and operating workbooks — the file that replaces the fragile one, documented so someone else can run it.
Read more → 03SEO & AIO
Search and AI-overview visibility for professional services. Architecture, service pages, and entity signals so people and models describe you accurately.
Read more →Who this is for
Owner-operated firms that are past the hobby spreadsheet.
Teams living in Excel
The model works until it doesn’t — broken imports, one owner of the file, no audit trail, and a close that depends on memory.
Firms that need to be found
You do serious work and the site does not say so. Search and AI answers should send the right buyer, not a generic agency package.
How an engagement runs
Diagnose, then build the artifact.
Scope the constraint
Cash, close, a broken workbook, or a site that does not rank. We name the constraint before we touch a file.
Read the evidence
Bank, payroll, source extracts, existing models, or the current site. The work starts from what is already true.
Build the system
A forecast, a close pack, a workbook, or a set of pages — something you can open next month without a walkthrough.
Hand it off
Notes, controls, and a short operating rhythm. The point is that it runs when we are not on the call.
Selected work
The file we point to when someone asks what “elegant” means.
A professional-services firm needed GAAP revenue on cash-basis QuickBooks. We kept the operational books and built the overlay: four recognition methods, a contract master, journal uploads, and a close someone else can run.
Next step
If the books, the file, or the search is the bottleneck, start there.
A short introductory call is enough to tell whether this is a CFO seat, a rebuild, or a visibility problem — or all three.
Typical first conversations cover the current close, who owns the spreadsheet, and whether inbound work is coming from search or from memory. No deck. No retainer theater.