Get organized.
Get strategic.

Your small business finances don't have to be intimidating. Let the data help you drive the profits.

GET THE BREAK EVEN CALCULATOR HERE!

Do you want help with...

FORECAST AND BUDGETING

Estimate where you will be in the next years so that you can be ready for it.

PRICING PRODUCTS OR SERVICES

Set up the price that maximizes your revenue. Higher prices don't necessarily imply higher revenues!

PROFIT AND LOSS STATEMENTS

Get a pulse on how much income is left after all your monthly expenses are deducted.

FINANCE STRATEGY

Let's analyze your next great idea and assess its viability.

"Working with Andres has been one of the best decisions I've ever made for my business. Now instead of pricing my courses and products based off of random selection, I have clear numbers and insight on what to charge for my services and goods. Andres is so thorough with his reporting and his way of breaking things down has given me confidence in the finance department, which has been a big area of confusion for me in the last 10 years of owning a small, creative business. I'm so excited about the future for my business and the clarity I now have having Andres helping out!"

jenna rainey

- JENNA RAINEY
ARTIST, DESIGNER, EDUCATOR


Replicate results. Not work.

Why do extra work when you could be growing your business? I can help you leverage the power of various systems and tools—mostly in the form of customized spreadsheets. Let's take a look at my method...

01

Explore

I love templates as a starting point but every single business and client is unique. I’ll work with you to explore, research and understand your business numbers so that I can create customized tools for you.

02

Automate

I build reports that are automated—the only thing you'll have to do is plug the numbers and everything else will be automatically calculated for you (with a few ocassional exceptions).

03

Analyze

I'll help you understand the spreadsheets—what the numbers mean, how to decide what to track, and how to use the results to drive your strategy.

04

Educate

The end goal is to equip you the tools and knowledge so that you can feel confident and empowered to manage your finances and grow your business.

Let's chat!

FAQs

Do you consult on taxes and bookkeeping?

No. And here's a bit about the different types of roles around the money in your business. Tax laws vary depending on your location and that's the role of a CPA to manage. A bookkeeper manages and classifies everyday business transactions. My role is to help you create productive finance tools and spreadsheets to track your numbers so that you can gain the confidence to make smart data-driven business decisions.

Do you sell spreadsheet templates?

Yes! Right now, my available spreadsheets are here. I am more than happy to guide you through them so that we can customize them to your needs.

What can I expect in a session with you?

Everyone's session will be a bit different because it really depends on what your needs are. That's why I offer the free discovery call. In any case, you can always expect a professional, dynamic, and goal-oriented collaboration (and some spreadsheet work, too!).