CFO Advisory & Bookkeeping
Welcome!
Thank you for considering our services for your business. This guide will walk you through who we are and what services we provide.
And don’t forget to connect with us online!
About us
We are a husband and wife team and we are CFOs as well as business owners. We use our financial background to help entrepreneurs unlock more cash, profit, and peace of mind in their business by fixing the top financial drivers holding them back.
We are successful at this precisely because we understand both sides of a business (the financial side and the business ownership side).
Being in the financial world, we can look at a business and spot the underlying reasons why a business is not profitable and has poor cash flow. And… more importantly, we know how to fix it.
We also understand that business finances can often feel complicated and overwhelming, preventing many entrepreneurs from using their numbers to drive strategic decisions.
Our mission is to help simplify business finances and partner with as many business owners as we can to help them have a growing and successful business.
Our services
We help you take control of your finances, from keeping your books clean and accurate to creating clear strategies that grow profit and cash flow. Whether you’re looking for dependable bookkeeping or hands-on CFO support, we make your numbers simple to understand and easy to act on, so you can make confident decisions and keep more of what you earn.
CFO Advisory
Our CFO services turn your numbers into strategy. We dig into your reports to find what’s driving profit and cash flow, build simple dashboards that make sense, and guide you in making confident, data-backed decisions. It’s like having a financial co-pilot helping you plan, grow, and keep more of what you make.
Monthly Bookkeeping
When it comes to bookkeeping, we keep your financials up to date and accurate. We categorize transactions, reconcile your accounts each month, and run financial reports so you always know where your business stands. We also offer additional support as needed to keep everything running smoothly.
How to know if you need our help
If you’ve ever found yourself saying “Where did all the money go?” or “I just wish someone could explain this in plain English,” you’re exactly who we help.
Here are a few more things we often hear from business owners right before they call us.
💬 “I’m busy, but I don’t see the money.”
You’re doing plenty of work, but the cash doesn’t seem to follow.
Maybe you’re invoicing after the job instead of before it, waiting on slow-paying customers, or your margins are tighter than you thought.
We help you spot what’s slowing down your cash flow and fix it, so the money you earn actually stays in your account.
💬 “My accountant says I made money… but my bank account disagrees.”
You’re showing a profit, but your bank balance tells a different story.
That’s because profit and cash flow don’t move at the same pace. Maybe you’ve booked revenue before the cash actually hit, or money’s leaving the bank for things like loan payments, taxes, or owner draws that don’t show up in your profit line.
👉 We’ll help you make sense of it all, showing you exactly how profit and cash flow connect, so you can finally see where your money’s really going.
💬 “We’re growing fast, but I feel like I’m losing control.”
Your business is growing, but it’s starting to feel messy behind the scenes.
Expenses keep creeping up, revenue isn’t quite keeping pace, and hiring or pricing decisions feel like a guessing game.
👉 We help you turn that fast growth into profitable growth by building simple dashboards and tracking the key drivers that keep your business healthy as it scales.
💬 “I’m not sure what I can afford to pay myself (or my team).”
You’re never quite sure what’s coming or going, or how much you can safely pay yourself.
Without a clear cash forecast, it feels like you’re always holding your breath before payroll, tax payments, or loan drafts hit.
👉 We help you build a simple 13-week cash view and create a consistent pay structure, so you always know what’s coming next and can finally breathe again.
💬 “My bookkeeper handles everything... I just don’t look at the reports.”
You’ve got reports, you just don’t use them.
The numbers are there, but they don’t tell a clear story. Maybe they’re full of jargon, or no one’s ever explained which ones actually matter.
👉 We break it all down in plain English and show you what your numbers are really saying, so you can make smart, confident decisions instead of guessing.
💬 “I hate dealing with money. It’s too complicated.”
You’ve been avoiding your numbers because they feel heavy or confusing.
Maybe past mistakes or messy books have made you anxious, or no one’s ever really shown you how to read your financial story.
👉 We meet you right where you are (with no judgment) and help you rebuild confidence, clarity, and peace of mind around your finances.
💬 “We’ve got too many moving parts. I can’t tell what’s making money and what’s not.”
You’ve got several income streams, but you’re not sure which ones are actually making money.
Without clear tracking, it’s hard to tell what’s profitable and what’s quietly draining your resources.
👉 We help you get that clarity by building simple scoreboards, so you can focus your energy where it counts most.
💬 “My CPA just files taxes. I wish someone would help me plan.”
You get reports at tax time, but the rest of the year you’re left guessing.
No one’s helping you understand your numbers or plan ahead, so every financial decision feels reactive instead of strategic.
👉 We change that with ongoing CFO support, giving you forward-looking guidance, not just year-end reports.
💬 “We keep hitting cash crunches so I can’t seem to get ahead.”
You’re constantly juggling cash, waiting on payments, rushing to cover bills, and hoping the timing works out.
Without a cash buffer or system to plan what’s coming in and going out, it always feels like you’re playing catch-up.
👉 We help you map the timing of your cash so you can stay ahead, make decisions with confidence, and finally breathe again.
What exactly does a CFO do?
In the simplest terms… we help you keep more of what you make.
You don’t have to be a big corporation to benefit from having a CFO on your team. Every business, no matter the size, deserves a financial partner who helps you understand your numbers, make smart decisions, and build a more profitable, sustainable business.
Here are the three key things a great CFO should do for you:
How we do it
We help small and mid-sized business owners turn confusion into clarity and profit.
Most of our clients come to us feeling stressed about cash and asking, “Where did all the money go?” We help them flip that story. They start making decisions like a CEO, backed by real numbers they actually understand.
Our process, called The One Clear Path, is kind of like a multi-point inspection for your business — the same way a mechanic checks every system in your car to find what’s slowing it down. We do that for business finances, so owners can tune up their cash flow, boost profit, and finally run their business with confidence and freedom.
The One Clear Path
Ready to get started?
Book a complimentary consultation with us. We’ll meet over Zoom to talk through your business, your goals, and see if we’re the right fit to help you reach them.
Not ready quite yet?
Explore our free resources to start learning how to keep more of what you make.
Connect with us online
Get in Touch
https://www.newlightfs.com
hello@newlightfs.com | 770-674-8258