Monthly financial reviews that tell you exactly where your money went, why it matters, and what to do about it. Built for small business owners who want clarity without the complexity.
You're great at what you do. But at the end of the month, you check your bank balance and hope for the best.
Revenue looks fine, but after payroll, rent, supplies, and everything else, you're not sure what you actually kept.
Subscriptions, supplier price increases, categories that doubled over six months. No one is watching for it.
They handle compliance. They don't sit down and say "here's where you're losing money and what to do about it."
Every month, you get a complete picture of your business's financial health. No spreadsheets to fill out, no meetings to schedule.
I connect to your QuickBooks, Wave, or bank statements and pull your income, expenses, and key metrics. Takes zero effort on your end.
Your key numbers organized into a clean, simple dashboard: revenue by category, expenses by category, net profit, and how everything compares to last month.
A 10-minute video walkthrough explaining what happened, what changed, and what to do about it. Watch it on your phone between customers. Plus 2–3 specific action items you can act on immediately.
No long-term contracts. No hidden fees. Cancel anytime with 15 days notice.
I'm Jacob Grossman. I have a Master's in Accounting from Indiana University's Kelley School of Business, and I've worked at two of the largest hedge funds in the country. I've analyzed billions of dollars in financial data.
Now I'm taking that same analytical approach and making it accessible to the small businesses that need it most — and at a price that actually makes sense.
Book a free 10-minute call. I'll learn about your business and you'll see if this is a fit. No pressure, no pitch.
Book Your Free Call →