Every small business has financial projects that decide whether it thrives — and they don't belong to the bookkeeper, the CPA, or anyone on payroll. We own the work that falls between the chairs.
Small-business finance is split across people who each own a slice — and stop at its edge. The projects that matter most live in the space between them.
Categorizes transactions, reconciles the books.
Adjusting entries and the stamp of approval outside stakeholders trust.
Plans, forecasts, budgets, sets the targets.
Files the taxes, once a year.
The projects that matter most live in the gaps between them — interrelated, unglamorous, and nobody's job. That's ours.
Think management consulting for small business: a mix of accounting, finance, legal-adjacent and operations work that's genuinely hard to hire as a single role. We do the projects, then hand them back running.
We take your data and turn it into information you can use to make decisions.
The between-the-chairs work: cleanups, systems, one-off analyses, deals. If it's mission-critical and orphaned, this is where you start.
Clean, current books, closed on time. The foundation everything else is built on — not the identity.
Adjusting entries and books your bank, board, or buyer will trust — the stamp that earns outside credibility.
Planning, forecasting, budgeting, targets. A finance brain steering the business without a full-time hire.
Filing and planning, coordinated with everything else your money is doing — not siloed off once a year.
Recover the taxes, insurance & common-area money your tenants owe you. See the dedicated page →
A commercial landlord had years of unbilled common-area charges nobody was tracking. We read the leases, built the model, and found roughly $300,000 owed — over $100,000 already forfeited to missed deadlines, the rest collectible.
Read the full story →An eight-figure Shopify brand had grown fast — but inventory grew 7×, bleeding roughly $300K a month in sales to stockouts while $500K in dead stock piled up. We implemented Theory of Constraints: reorder to real demand instead of forecasting an uncertain future — so cash stops sitting on the shelf and the bestsellers stay in stock.
See the full story →A client won a $1.8M contract with $5,775 in the bank. This is the 18-month cash forecast that runs his business — rebuilt every two weeks, for $600 a month. The working model is free.
Get the model →Transfers between your own companies aren't income and aren't expenses. A real example that distorted the numbers by $33K, and the three-step fix in the books.
Read the walkthrough →An electrician booked three weeks out, turning work away — and his P&L said he lost money. Where the bottleneck really was, why it moved, and the four levers that fixed it.
See the series →No hourly rates, no timesheets, no anchoring to a staff bookkeeper's cost. We take a small share of the value we create on a project — so our incentive is your outcome, and the price fits a small-business wallet. Outcomes are the product.
A Fortune 500 financial-analysis background, venture-backed entrepreneurship, public-accounting experience, and a CPA candidacy — the kind of range you can't hire into one small-business seat. That range is the whole point: the between-the-chairs work needs someone fluent in all of it.
Not a vendor you file under "accounting" — a partner who takes on the mission-critical work no one else will own.
Long-form walkthroughs of real engagements — reconciling inventory, setting up ordering through TOC, recovering CAM for landlords. See exactly how we solve these before we ever talk. Watch the channel →
Real numbers from real projects — the same notes published here, sent when they’re written. One or two a month.
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© 2026 Dr. Digits. Case figures are illustrative of real engagements; individual results depend on your books, leases and filings. Nothing here is legal or tax advice — engagements are subject to a written agreement.