TAS | Service Business CFO
Service Business CFO Book Discovery Call
For 7-Figure Service Businesses

Revenue went up. But your profit didn't.

If you run a seven-figure service business and cannot explain where the money is going, you do not have a revenue problem. You have a financial visibility problem. We fix that.

Book my free discovery call → 30 min · No pitch
Revenue, year over year
0.0×

$1.1M → $2.6M

Profit, year over year
flat

Same as 18 months ago

Monthly close Know what changed.

Books reviewed on a rhythm, not only at tax time.

Cash view See 12 weeks ahead.

Plan hiring, payroll, and spending before cash gets tight.

Profit map Find the leak.

Margin visibility by service line, team, and owner pay.

You're not crazy. And you're not bad with money.

Service businesses break their owners in a specific way: the team grows, the client list grows, and revenue grows. Financial clarity often does not.

That is how $3M can feel more stressful than $500K.

This is the gap between a profitable business and one that only looks profitable from the outside.

  • 1
    You approve every expense personally because you do not trust the numbers to do it for you.
  • 2
    You are scared to hire the next person because you do not know if the cash will be there in 90 days.
  • 3
    Your CPA shows up in March with a tax bill that wrecks your week.
  • 4
    Your bookkeeper sends reports you do not read because they do not tell you anything you can use.
  • 5
    You have doubled revenue and somehow have less peace of mind than before.

You're running a seven-figure company on the same financial setup you used as a freelancer.

The bookkeeper who got you to $1M can't get you to $5M.

It is not their fault. Categorizing deposits and filing 1099s is one job.

Knowing which service line is profitable, when you can hire, and how much cash you will have in twelve weeks is a different job entirely.

You do not need more bookkeeping. You need someone reading the books and telling you what they mean.

CFO-level clarity for seven-figure service businesses.

The work is not more bookkeeping. It is a cleaner monthly financial rhythm that tells you what is happening, what is coming, and what to do next.

i

Clean, Real-Time Books

Closed monthly, accurate, and categorized around how your business actually operates, not how the software defaults.

ii

Cash Flow Forecasting

Know what your bank account should look like 12 weeks from now, so hiring and spending decisions stop feeling like guesses.

iii

Profit & Tax Strategy

Real margin reporting by service line, quarterly tax planning, and owner pay strategy that supports the business and your personal life.

Who This Is For

Built for you if:

  • Your service business does $1M–$10M in annual revenue.
  • You're the owner, and the buck stops with you on financial decisions.
  • You've outgrown a bookkeeper but aren't ready for a full-time CFO.
  • You're tired of being surprised by your own numbers.
  • You want to scale without losing sleep over cash flow.
"I doubled revenue in 18 months but had no idea if I was actually making more money. Their first report told me I wasn't. Their next six reports helped me fix it."
Founder · Service Business · $3.2M ARR
Discovery Call

Book a free 30-minute discovery call.

01

We'll look at how your current financials are structured.

02

We'll identify the three numbers you should be watching every week, and probably aren't.

03

We'll tell you honestly whether we're the right fit.

Book my free discovery call →

No pitch deck. No pressure. Just clarity.