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: small business owners had a bookkeeper who recorded transactions, and a CPA who showed up at tax time. But nobody in between. Nobody turning the data into decisions. The P&L sat in a folder. The cash flow was a guess. Hiring and pricing decisions came down to gut feel.
I built Fulcrum to fill that gap. We give you a complete finance team: bookkeeper, analyst, and strategist. Your books stay current, your reports tell you what's actually happening, and every month you get a clear list of what to do next. All for less than one full-time hire.
If you've outgrown the "check the bank balance" approach but aren't ready for a full-time CFO, that's exactly where we sit.
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, KPI tracking, and strategic analysis. Business owners 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
Dedicated
QBO specialist. Your books are closed by the 5th every month. Transaction categorization, reconciliation, and monthly close handled without you touching it.
Your Analyst
Dedicated
Cash flow projections, budget variance, KPI tracking. The numbers person who catches problems weeks before they become expensive.
Your Strategist
Dedicated
Reviews every report, writes recommendations, and connects the numbers to your next move. You get a clear list of what to do, not just data to stare at.
When you join, you'll meet your dedicated team by name. Same people, every month.
How we operate
Books Closed
By business day 5. Every month.
Report Delivered
Analysis, recommendations, action items.
Weekly Updates
Cash flow + budget variance.
Same-Day Answers
Slack. Always reachable.
