Let us help you to have a growing and successful business!
Running a small business in Rhode Island is hard enough without chasing receipts at midnight. As your local bookkeeper and CFO advisor, we take the numbers off your plate — then we help you actually use them.
Here’s what makes us different:
Let us solve your bookkeeping stresses, while you focus on what you do best.
Confused about whether you need a bookkeeper, a CFO advisor, or both? Read our full guide: Bookkeeper vs. CFO Advisor: What Rhode Island Small Businesses Actually Need.
We can help you to increase profit and cash flow which is essential for growth.
Don't guess with your finances. Get financial statements that paint an accurate picture of how your business is performing.
We help you focus on a forward plan that drives growth in your company.
Working with us, your business is on the right track to meeting your goals of having a growing and successful business.
Our team delivers insight into cash flow management, budgeting, forecasting, and financial strategy, ensuring that business owners gain clarity, confidence, and control over their finances. We then provide strategic financial guidance that helps small business owners with forward planning and informed decisions making that drives positive cash flow and growth! Get in touch today to see how we can help!
We proudly serve clients across Rhode Island and surrounding areas with a hands-on, relationship-first approach. Whether you’re a solo contractor or managing a growing team, we’re here to simplify your finances and support your success.Let us be your trusted advisor!
CFO-level financial guidance for small businesses. We turn your numbers into decisions—cash flow forecasting, KPI reporting, budgeting, and growth strategy—with direct monthly access to Robert.
Accurate monthly books, closed by the 15th—categorized, reconciled, and tax-ready. Includes QuickBooks setup and cleanup, historical catch-up, payroll, and sales tax filing.
Business and personal tax preparation paired with year-round tax planning, so you capture every deduction, set aside the right amount, and avoid April surprises.
We help you to increase profit and cash flow for long term stability and personal freedom!
Delivered monthly
to paint an accurate picture of your Business Finances,
and allow you to make sound decisions with your company.
The same model our CFO advisory clients use. See exactly when cash will be tight in the next 13 weeks — before it hits. Excel template + 2-page guide. No email required.
Get the Free Template →Let us take bookkeeping off your mind so you can do what you do best!
Handcrafted with 
by Inspired Creatives Studio
