About Fulcrum
Meet Our Founder
I've spent over a decade building and running businesses across logistics, SaaS, professional services, real estate, and manufacturing.
I've sat in the founder's seat, made the hard calls, dealt with cash flow crunches, and learned the difference between having numbers and actually understanding them.
The pattern I kept seeing was this: small business owners had bookkeepers who recorded transactions, but nobody who turned those transactions into decisions. The P&L sat in a folder. The cash flow was a guess.
I built Fulcrum to fix that. We don't just do your books. We turn your financial data into intelligence you can actually act on. Every month, you get a report that tells you what happened, why it matters, and what to do next.
Why Fulcrum Exists
Most small businesses operate with a financial blind spot. They have bookkeeping (transactions get recorded, taxes get filed) but there's a gap between the data and the decisions. That gap costs real money: missed opportunities, slow reactions to cash shortfalls, and growth plans built on gut feel instead of evidence.
Fulcrum exists to close that gap. We combine accurate bookkeeping with genuine financial intelligence: custom reports, cash flow projections, operational metrics, and strategic analysis. That way, business owners can stop guessing and start making decisions with confidence.
Your Dedicated Team
Not a call center. Not a rotating cast of freelancers. A small, consistent team that knows your business inside and out.
Your Bookkeeper
Handles your day-to-day transaction categorization, reconciliation, and monthly close. Accurate books are the foundation, and your bookkeeper makes sure they're solid.
Your Financial Analyst
Builds your custom monthly report, maintains your 13-week cash flow projection, and tracks the financial and operational metrics that matter for your specific business.
Your Account Lead
Your direct point of contact. Reviews every report and makes sure your financial intelligence is actually driving better decisions. This entire team is dedicated to your account.