ATTENTION founders scaling to 500k & beyond
Your Financial Model is Holding You Back—
Fix It in 7 Days With the System That’s Scaled Companies Beyond $1M/month
Don't Waste Another Month Scrambling for Answers
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The Brutal Truth About Financial Plans
Most businesses don’t outgrow revenue—they outgrow their ability to manage it.
If you’re running a $500K+ business with a financial plan built for a $100K operation, you’re already bleeding money, overpaying on taxes, and missing cash flow opportunities you’ll never get back
Most entrepreneurs assume their business model is fine—until they realize:
They’ve been overpaying taxes for years.
Their numbers don’t actually match reality.
Their books aren’t investor-ready.
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Here’s What We Do (And Why It’s the Only Way to Scale in 2025)
$3B Cash Flow
Expertise
We know exactly where businesses lose money—and we fix it before it costs you thousands more.
Scalable Bookkeeping System
Our system scales with your business—Keeping cash flow, expenses, and tax obligations under control.
Investor-Ready Financials
Messy books and unclear business plans will get you denied for funding—we ensure your financials meet lender and investor expectations.
Real-Time Accuracy
No more guessing—your books will finally match your actual revenue, so you can make smart, data-driven decisions.
No More Tax Surprises
We ensure your books are always tax-ready, so you never face unexpected IRS bills, penalties, or last-minute scrambling.
Growth Without Chaos
Scaling shouldn’t come with financial headaches. We give you a financial system that keeps you in control.
The Fastest Way to a Scalable Business
Apply for a Call
Fill out a quick form to see if your business qualifies.
We only take on businesses that are serious about growth.
Financial Diagnosis
We pinpoint where your books and business plan is holding you back and how much it’s costing you.
We lay out a clear plan to clean up your finances fast.
Fix Your Books
Our team rebuilds your bookkeeping system in 7 days or less.
You finally have accurate, investor-ready books & total financial control.
Ready to get started?
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TESTIMONIALS
Clean Books. Bigger Profits. Smarter Decisions.
"We 3X’d our high-ticket offers & sold so many that I quit my job."
"Dialing in our numbers gave us the confidence to scale without chaos."
- Ethan X.
"David exposed hidden revenue we didn’t even know we were missing."
"His deep analysis gave us total financial clarity and a strategy to scale."
- Juan G.
"David’s strategy freed up cash and closed a $150K deal—part-time."
"Playing defense the right way gave me the financial edge I needed."
- Frank M.
Most Business Owners Stay Stuck
Keep Doing What You’re Doing
❌ Stay in the dark about your real financials.
❌ Keep overpaying taxes and missing cash flow opportunities.
❌ Wait until a funding opportunity slips through your fingers because your books aren’t ready.
Try to Fix It Yourself
⭕ Spend weeks or months trying to untangle your books.
⭕ Hope you catch every financial leak, tax inefficiency, and scaling bottleneck on your own.
⭕ Risk making costly mistakes that could have been avoided.
Books Cleaned in 7-Days
✅ We clean up your books, optimize cash flow, and eliminate financial blind spots—fast.
✅ You get clear, tax-efficient, investor-ready financials without the headache.
✅ You finally have a system that scales with your business.
TRY IT RISK FREE
The Financial Clarity Guarantee
You’ll walk away from this call knowing exactly where your books are bleeding money and how to fix it—whether you work with us or not.
STILL NOT SURE?
Frequently Asked Questions
What Smart Business Owners Ask Before Fixing Their Books
Why don’t traditional bookkeepers fix these issues?
Because most bookkeepers are reactive, not strategic. They log transactions, reconcile accounts, and generate reports—but they don’t analyze, optimize, or restructure your financial system for growth. That’s where we come in.
What makes this different from hiring a CFO?
A CFO costs $150K+ per year and still relies on accurate bookkeeping to make decisions. We fix the financial foundation first, ensuring your books are tax-optimized, cash flow is predictable, and financial blind spots are eliminated—so you don’t need an expensive CFO just to get clarity.
What kind of businesses do you work with?
We specialize in high-growth digital businesses—agencies, e-commerce brands, SaaS companies, and service providers doing $500K+ in revenue who need a real financial system that scales with them.
What if I already have an accountant?
That’s fine—accountants file taxes, they don’t fix messy books. If your numbers aren’t crystal clear, tax-efficient, and investor-ready, your accountant is just making do with what they have. We make sure your financials are bulletproof before tax season even starts.
What if I’m not sure I need this?
If you’re scaling past $500K+ and haven’t restructured your bookkeeping system, there’s a 99% chance you’re bleeding money somewhere. The free call will confirm it—and if we’re wrong, you’ll know for sure.
Green Mountain Advisers—High-Growth Business Specialists