A stack designed to compound.
We do not run a bookkeeping practice with a forecast bolted on. We run a four-layer decision engine — each layer feeding the one above it — so every weekly meeting moves you closer to a structural advantage.
Ledger
A clean, decision-ready chart of accounts. Daily reconciliations. Monthly close on day five. The substrate for everything above. Primary Engine: Neural Bookkeeping
Cash Command
We build a 13-week rolling forecast, monitor the Cash Conversion Cycle, track DSO, DPO, and DIO, and surface runway risks before they become emergencies. The goal is not just to report cash. The goal is to command it. Primary Engine: Cash Runway Command
Profit Architecture
Growth does not matter if the unit economics are broken. We convert financial data into pricing strategy, margin architecture, driver-based forecasts, KPI systems, scenario models, capital allocation decisions, and executive operating reviews. This is where the business moves from reaction to design. Primary engines: Neural FP&A and Fractional CFO
Strategic Advantage
The strongest companies do not merely manage the numbers. They understand the battlefield. We combine market intelligence, competitive analysis, machine learning, valuation modeling, brand positioning, and value-creation strategy to identify where the company can win — and what it is really worth. Primary engines: Perception, Branding & Strategy and Business Valuation
We know the rhythm of this region.
Harvest cycles. Wildfire insurance markets. Tourism demand from the Bay Area. Construction permitting in Sonoma and Napa. The same playbook does not work in San Francisco, and definitely not in the Midwest. We build North Bay SMBs that punch above their weight — quietly, profitably, repeatedly.
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