Hacking CPA | Financial Clarity for Owner-Operators
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Who this is for

We're not for everyone. That's the point.

A specific system for a specific operator. Being honest about both saves everyone time.

Yes — built for you

Owner-operated, $500K–$5M, and tired of guessing.

  • $500K–$5M in annual revenue, and you own it
  • Established and functioning — not a startup, not survival mode
  • You have numbers but you don't fully trust them
  • You want to understand what they mean, not just have them filed
  • You'll invest to fix it properly rather than duct-tape it

If four of those five are you, we should talk.

Probably not us

Real needs. Just not the work we do.

  • Under $500K — usually a bookkeeper's job, not a repair and rebuild
  • Price-shopping for the lowest bookkeeping quote
  • Want to be taught data entry — we teach you to read the numbers and make the call
  • Want a tax outcome promised before anyone has seen the books
  • “Just this one cleanup, then we're done”

All legitimate. There are good firms for every one of them, and I'll point you at one.

Not sure which side you're on? Still worth a conversation. Thirty minutes will tell us both whether this is the right fit — and if it isn't, I'll point you to someone it is.

How clients describe the problem

“I feel like I'm flying blind.”
“I don't trust what my bookkeeper tells me.”
“We're making money — but where did it go?”
“I only hear from my accountant when something's due.”
“I need to know if I can afford this hire.”
“My income statement doesn't match my bank account.”
“I'm making these calls on my own.”
“I'm tired of guessing.”

Chiropractic & medical practices

Production isn't collected cash. Charges, contractual adjustments, patient payments and payer deposits land on different days, so a full schedule can sit right next to a tight bank account. We separate what the practice earns from what it keeps, then show margin by service line — adjustments, rehab, wellness plans, diagnostics, products — so you know which part of the practice is carrying the rest.

Restaurants & hospitality

A busy dining room can still hide a weak business. Food and labor each commonly take about a third of every sales dollar, so a few points of drift is the entire margin. We reconcile POS, delivery payouts, merchant deposits, gift cards and comps until revenue ties out, then show prime cost weekly — while there is still time to act — and profit by menu, daypart and location.

E-commerce & online retail

Sales are visible. Profit is buried. Orders don't land in the bank as clean revenue: refunds, processing and channel fees, sales tax collected and payout timing all sit in between. We reconcile payouts to deposits, build contribution margin by SKU, channel and campaign, and connect inventory to cash — because stock is cash in another form.

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Licensed CPA
Utah, in good standing
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