You run your business.

We deliver the financial clarity to help you make confident decisions: monthly books, cash forecasts, and straight answers about what the numbers mean — without the cost of a full-time hire.


Senior-level attention — not a ticket queue Fixed monthly fees — no hourly surprises Works with your CPA & bookkeeper — no tax prep, no conflicts
What We Do

The financial back office, handled

Everything below is done for you, on a schedule, by people who know your business — not a rotating cast at a call center.

Monthly close & reporting

Books closed and reconciled every month, with a report you can actually read — and the handful of numbers that drive your business, defined together in the first month.

Cash flow forecasting

A rolling forecast built around how your business really collects and spends, so you see problems weeks out instead of at payroll.

Budgeting & margin analysis

Annual budgets, profitability by product, job, or service line, and break-even numbers you can act on when setting prices.

Fixed-Fee Project

Cleanup & catch-up

Messy books rebuilt, AP/AR untangled, and records made audit-, bank-, and buyer-ready. Scoped and quoted up front as a one-time project.

Fixed-Fee Project

Systems & automation

Accounting setup and process automation — invoice intake, approvals, payroll and timekeeping audits — that cut owner hours, not just costs. Scoped and quoted up front as a one-time project.

Lender & stakeholder support

Financial packages your bank, investors, or other stakeholders will accept the first time — and someone who can speak to the numbers in those conversations.

Who It’s For

Built for owner-operated businesses

Owner-operated companies of every kind — manufacturers, distributors, trades, retail, restaurants, service companies, professional practices. If you own it and run it, this is built for you.

You've outgrown what bookkeeping alone can tell you, but a full-time controller doesn't make sense yet.

You're running off a bank balance and gut feel, pricing work without knowing true costs, or dreading what the accountant finds in April.

Industry depth where it counts — including specialty experience in construction accounting (WIP schedules, job costing) for the clients who need it.

Your numbers, in plain English

You work directly with senior finance professionals who learn your business — not a portal or a ticket queue. Reports you can read in ten minutes, and someone who'll sit down and walk through what they mean.

We work alongside your CPA and your bookkeeper, not instead of them. Day-to-day entry stays where it is, we add the controller layer — close, forecast, analysis — and year-end goes to your CPA on clean, reconciled books.

How It Starts

Three steps, no obligation

Free financial review

We look at your books and tell you plainly what's working and what isn't. No charge, no strings — even if you never hire us, you'll leave knowing where you stand.

A fixed monthly fee

Most engagements run $2,000–$5,000 per month depending on volume and scope. You'll know the number before we start, and it doesn't change with the clock. Cleanup and systems work is scoped separately as one-time, fixed-fee projects.

Consistency, every month

Books closed, cash forecasted, questions answered — by people who know your business, not a ticket queue.

Get Started

Request a free financial review

Tell us a little about the business and we'll reach out within one business day to set up a time — in person or over the phone, whichever you prefer.

Prefer email or a call? dan@schuhlco.com  ·  267.405.2381