Numbers & Co

Numbers work
better here.

We help business owners make strategic, confident decisions—beyond what your accountant or bookkeeper provides.

Financial clarity. Strategic planning. Real support.

Think Like a CFO

Align your cash flow, compensation, and tax strategy with your goals.

Lead With Support

You've got an accountant. Maybe a bookkeeper. We help you lead the team—and the numbers.

Trusted by growing businesses

500+
Happy Clients
$50M+
Assets Managed
98%
Satisfaction

You've got your team. We help you lead it.

Numbers & Company is a boutique strategic advisory firm for small business owners. We guide your financial strategy, coach your decisions, and make sure every move supports the bigger picture.

Clear financial planning and strategy
Cash flow optimization
Strategic decision support

BOSS Model

Back Office Support System

Strategic
Supported

Simple. Strategic. On Your Side.

We're not your accountant. We're not your bookkeeper. We help you become your own CFO—the boss of your numbers. Built for clarity. Designed for growth. Backed by experience.

Initial Consult

One-time deep dive

Ongoing Advisory

Strategic partnership

Service Options

Flexible
Financial Coaching
Business Consulting
Strategic Planning

See Your Business Growth Potential

Discover how strategic financial coaching can transform your business

$100,000
$12,000
Cash Flow Improvement
$10,000
Strategic Planning Value
$22,000
Total Growth Potential

What We Help With

Comprehensive financial services designed to give you clarity and control

Financial Coaching

Get your personal finances in order with clear goals and tracked progress.

Business Consulting

Know your numbers. Make better decisions. Build a business with margin.

Tax Planning

Minimize liability, avoid surprises, and optimize your strategy year-round.

Tech Support

Set up, troubleshoot, and use your financial tools with confidence.

Business Valuations

Professional business valuations and strategic assessments for growth planning.

Alternative Strategies

Explore cost segregation, build-to-rent models, real estate notes, and credit-based lending—designed to grow wealth and reduce taxes.

Ready to Be Your Own CFO?

Stop guessing and start leading with clarity. Book your discovery call today.