Financial Clarity for
Growing Service Businesses
We help business owners get a clear handle on cash flow, profit, and financial decisions, without hiring a full-time CFO.
Financial Clarity for
Growing Service Businesses
We help business owners get a clear handle on cash flow, profit, and financial decisions, without hiring a full-time CFO.
Financial Clarity
Understand what changed financially, where cash stands, and what the numbers are telling you.
Decision Support
Think through hiring, pricing, owner pay, cash flow, and growth decisions before they become stressful or rushed.
Tax & Accounting Support
Keep the tax and accounting foundations aligned with the broader financial picture when it is part of the advisory relationship.
Are We a Good Fit?
Good fit:
- Privately owned service business
- Roughly $750K to $5M revenue
- Growing or becoming more complex
- Cash flow feels harder to understand or manage
- Wants practical guidance from a person, not just reports from a platform
Probably not a fit:
- Only needs annual tax preparation
- Only needs basic bookkeeping
- Very early-stage
- Already has a strong internal finance team
why we do it
We believe
a successful business should give the owner more than revenue.
It should create more predictable income, and better options for the future.
We want you to spend more time doing the things you're good at, knowing you have us on your team to help with strategic analysis of your business' numbers.
Our work helps business owners use financial information during the year, not just after the year is over, so they can make better decisions about cash flow, profit, hiring, pricing, owner pay, and growth.
What Our Clients Are Saying
“Since working with Josh I’ve doubled my annual revenue and have strategic plans in place to reach my personal and professional goals. Excellent advice and timely with responses to questions! I highly recommend Joshua A Jordan if you’re looking for a CPA who cares about your small business.”
Jill H.
"Excellent advice and strategic planning. I appreciate Joshua as my trusted adviser, and have great confidence in referring others to him."
Shaun k.
"All of my clients that I have referred to Josh have been very pleased with the services that he offers. Joshua is very thorough and utilizes strategies that not every CPA has knowledge of or is willing to take the time needed to employ. He's also a humble, likable individual!"
Jack S.
About Joshua
“I want to make a lasting impact with the work I’m doing.
My goal is to lay the groundwork that allows us to help you identify and implement the ideas that really move the needle in a significant way for you and your business.
When we work with small businesses we can see the impact of our work on our community.”
– Joshua Jordan, CPA
1. Start with a Financial Fit Conversation
We talk about where the business is now, what feels unclear, and what kind of support would actually help.
2. Choose the right level of support
Some businesses need Financial Clarity. Others need deeper Decision Support.
3. Build a monthly rhythm
We review the numbers, identify what matters, talk through decisions, and follow up with next steps.
MAKING Measurable Progress TOWARD MEANINGFUL GOALS.
Let us lay the groundwork to help you identify and implement the ideas that really move the needle in a significant way for you and your business.
