Business Coaching & Accounting Services

You're as busy as ever. You did more work this year than last. You make a good product. But there's no money left at the end of the year. Where did it all go?

We can help.

Our team of specialists can help get your business on the right track. We'll move at your pace and teach you everything you need to know to run a successful business.

improve your business

Improve your business. Increase your profit.

get advice do math
gain control make money

Streamline operations and get control of your cash flow.

understand strategize
implement succeed

Business Coaching & Consulting

Help your company be at its best.

Our mission is to make you more productive. Learn the secrets from an expert who ran an awning company for 25 years, growing from a little 7-person shop in a rented 5000-sqft space to nearly 40 employees, in a 25,000-sqft owned building—while increasing annual revenue from $400k to nearly $6 million!

Learn how to answer questions such as...

Accounting Services

Understand your business like never before.

  • Use our financial statements and key ratio reports to monitor the health of your business.
  • Get accurate budgets and revenue forecasts.
  • Optimize your tax burden with our tax planning and preparation services.
  • Figure out your succession plan now—make sure everything is ready when the time comes.

Outsourced CFO Services

Doing all the financial work yourself can be tricky! Let us do it for you for a fraction of the usual cost of hiring a CFO.

Ready to make more money?

  1. Let's talk.

    What services would help you most? Email us at or give us a call at 208-595-1158, and we'll figure out what you need.

  2. Subscribe.

    We offer three service plans. Pick the plan that is right for you—or, if you want something special, let us build a custom plan just for you. Note that all plans require a minimum one-year commitment.

Get advice. Get going.
per quarter

  • Initial financial assessment
  • Business coaching (1 hr/month)
  • Quarterly general ledger review and account clean-up
  • Quarterly financial ratios and KPI analysis
We'll handle all your tax needs, too.
per quarter

everything from Starter, plus:
  • Business coaching (5 hr/month)
  • Income tax planning, projections, and return preparation
  • Business succession and sale preparation
Serious evaluations for serious businesses.
Contact us

everything from Growing, plus:
  • Business coaching (unlimited)
  • Cash flow projections
  • Budget and variance analysis
  • Priority service
  • Annual 2-day shop visit and evaluation*

*Get an outside opinion! We'll spend a full two days in your shop observing and evaluating everything about your business. At the end, you'll get your productivity score, plus our comprehensive report with our suggestions for how you can cut costs, improve your workflow, and increase profit.