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Business owner reviewing invoices and financial documents on a laptop

You've built a great business and run it on your terms.But are you really in control?

Strategic CFO advisory and bookkeeping for owners who are ready to stop guessing — and start leading with clarity, confidence, and real numbers.

25+ Years of practice|
|Since 2001 · CFO Project Certified · QuickBooks Online Level 2 ProAdvisor · Why Patrice? →
82%

of small business failures are linked to cash flow problems.

U.S. Bank / SBA

25%

of small businesses have more than 13 days of cash buffer.

JPMorgan Chase Institute

34.7%

of businesses are still operating after 10 years.

U.S. Bureau of Labor Statistics, 2024

Our Process

How We Work Together

A clear, structured path from first conversation to financial clarity — and beyond.

01

Discover

Free 30-min call to understand your goals and where you want the business to go.

02

Diagnose

We review your books and surface what's working, what's leaking, and what's missing.

03

Design

Build a cash-flow and profitability plan tailored to your business and your timeline.

04

Drive

Monthly reporting, advisory, and course corrections so the plan keeps moving forward.

Financial Clarity

Financial Clarity Creates Better Business Decisions

Business owner reviewing financial analytics and charts

Most business owners work incredibly hard but still struggle to answer critical questions:

  • Are we actually profitable?
  • Why is cash always tight?
  • What should we be focusing on next?
  • Can we afford to hire?
  • How much should we be paying ourselves?
  • Are we growing in the right direction?

Every decision a business owner makes has a financial consequence — a new hire, a new piece of equipment, taking on a big contract, turning one down. The problem isn't that owners make bad decisions. It's that they often make them without the full picture.

Get Financial Clarity Today

No More End-of-Month Surprises

Know exactly where you stand all month long — no scrambling, no last-minute surprises when the books close.

A Plan You Can Follow

Simple, actionable financial strategy aligned with your goals — not overwhelming reports.

Confidence in Your Numbers

Monthly financials translated into real insights — so you can make better decisions, faster.

What You Can Expect

Stop Wondering Where the Money Went

You've built a business that makes money — but it doesn't always feel that way.

We help you understand where your cash is going, uncover hidden profit, and create a clear path forward so you can pay yourself consistently and grow with confidence.

Learn About CFO Advisory
Client Voices

What Business Owners Are Saying

— Ted Lonnberg
Client Story
"One of the best investments I've made for my company."
— Dale Sommers, DCS Glass
Before working with Patrice and her team, keeping the books in order was one of the most stressful parts of running my business. I'm a glass artist, not a bookkeeper, and as our company grew to five employees, I found myself trying to keep up with payroll, receipts, day-to-day transactions, and everything else that came with running a business. I knew I needed help when my CPA suggested bringing in a bookkeeper. At that point, I was spending time on accounting tasks instead of focusing on the glasswork I enjoyed and that generated revenue. Since bookkeeping was completely new to me, I wasn't even sure what to expect, but I knew something had to change. The push by the CPA is what had me engage Patrice and her firm. Working with Patrice made the entire process easy from the beginning. What stood out most was how responsive she is when working together. The biggest change has been the peace of mind that comes from knowing everything is organized and ready when it's time to work with my CPA. More importantly, I regained time to focus on my business instead of worrying about bookkeeping. What started as a recommendation from my CPA six years ago, has now turned into one of the best investments I've made for my company, still to date.
Who We Serve

Built for Growth-Focused Business Owners

Our best clients are visionary business owners who:

  • Want to grow intentionally
  • Are open to financial insights
  • Value accountability
  • Need more visibility into their numbers
  • Are ready to make data-driven decisions

They aren't looking for someone to simply categorize transactions.

They're looking for a trusted financial partner — someone who connects the numbers to the strategy behind the business.

See Who We Serve
About
Patrice Diana

Patrice Diana

Founder

25+ years helping business owners gain financial clarity.

Patrice has spent more than two decades helping business owners gain clarity, confidence, and control over their finances.

Known for simplifying complex financial information and creating calm in challenging situations, she combines deep bookkeeping expertise with strategic business insight to help clients make smarter decisions and build stronger businesses.

Meet Patrice

Get Started

Stop guessing.
Start driving your business with confidence.

Schedule a Discovery Call and learn how strategic financial guidance can help you create a stronger, leaner, and more profitable business.