- QuickBooks Online bookkeeping
- Monthly close & reconciliations
- Monthly financial reporting
- Accounts payable & receivable
- From $695 / month
Let’s talk
FINANCIAL NAVIGATION FOR OWNER-LED BUSINESSES
A clearer way
forward.
Your ambition. Our financial perspective.
Bookkeeping and fractional CFO leadership
for the decisions that move you forward.
TRAVERSE CITY, MICHIGAN · PARTNERING NATIONWIDEExplore Wayfinder
CLARITY FOR WHAT COMES NEXT
Big decisions deserve
a trusted finance partner.
You’ve built a business. We help you see what’s possible next, with reliable numbers, a view of the road ahead, and experienced people beside you.
From the monthly close to your next stage of growth, we connect the detail to the decisions that matter.
$1M–$20MOwner-led businesses we serve
100% US-basedLed from Traverse City, Michigan
One finance partnerFrom accurate books to forward planning
Services
- Cash forecasting
- Budgets & scenario planning
- Financial decision support
- Lender, investor & board support
- From $1,995 / month
- Integrated bookkeeping & CFO
- Accurate books & forward planning
- A consistent monthly rhythm
- One team. One point of contact.
- From $2,495 / month
START WITH YOUR DESTINATION
Where do you want to go?
Choose the question on your mind.
Find a useful next step.
GROW THE BUSINESS
Make growth a plan.
Not just a target.
You see room to grow. The question is where to focus—and what your cash, people, and operations can support.
- Choose a meaningful growth target
- Identify the constraints before you commit
- Leave with a one-page plan
GAIN CONTROL OF CASH
See the tight weeks.
Before you’re in them.
The business is busy, but the bank balance still comes as a surprise. Build a week-by-week view of what’s coming in and going out.
- Map the next 13 weeks of cash
- Put dates against pressure points
- Make commitments with a clearer view
CREATE MORE PROFIT
Find what’s holding
your profit back.
More sales don’t always mean more profit. See whether pricing, unit economics, sales volume, or overhead deserves your attention first.
- Understand your break-even point
- See a monthly profit waterfall
- Compare four levers by impact
PREPARE FOR EXIT
Build readiness.
Keep your options open.
Even if selling is years away, you can start strengthening the things a future buyer will look for.
- Score five areas through a buyer’s eyes
- Choose your three priorities
- Set a practical 90-day route
Not sure where to start? Take the 3-minute Financial Health Checkup
THE NAVIGATOR METHOD
A destination.
A route. A partner.
We begin with the future you want to build. Then we work backward to the financial decisions that will get you there.
Explore our approach- 01
Define the
destination.Get specific about what you want your business to make possible.
- 02
Understand
the constraints.Identify what stands between where you are and where you want to be.
- 03
Build
the route.Put the right forecasts, priorities, and decisions in order.
- 04
Navigate
together.Review progress, make decisions, and adjust as the business changes.