We obsess over your numbers so you always know where you stand.
"What gets measured, gets managed." - Peter Drucker, management consultant, educator and author
Optimize Your Financial Management
Our goal is simple: help you, the business owner, sleep better at night by giving you total confidence in your numbers.
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Your Problem and Pain
Most businesses make big decisions—like hiring or buying equipment—while their books are a mess. Payroll feels tight, expenses are unclear, and the numbers don’t add up.
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Imagine debating a $150K machine for a $1M job but realizing you can’t trust your financials. One wrong move could kill your cash flow.
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We clean up your books so you can make smarter decisions, stay organized, and focus on growth.
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Our Solution
We clean up your books and bring real clarity—so you know when to move and when to pause. We don’t just track numbers; we help you use them.
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With us, you’ll stay organized, make smarter decisions, and have more time to grow your business.
We go beyond bookkeeping to give you the insights and guidance to scale with confidence.
Management
Led by Martez Jones, CPA
I provide bookkeeping and cash flow management services to Construction, Oil & Gas, Trades, & Real Estate small business owners.
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I am a Texas CPA who graduated from Sam Houston State University in 2017. My wife and I have three children, a three-year-old and six-month-old boy and girl twins.
Our Services
Foundation ($350+/month)
No guesswork - just clarity for tax season and beyond
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Categorize Transactions: Accurately organize transactions to deliver precise Profit & Loss statements and Schedule C filings.
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Account Reconciliation: Reconcile accounts to ensure financial records are precise and up-to-date.
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Financial Statements: Manage statements to deliver a clear snapshot of your business's financial health.
Essentials ($500+/month)
Clients typically see improved cash flow clarity within 30 days
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Everything in Foundation
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A/R & A/P Management: Handle Invoices to save time and optimize cash flow.
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Full-Service Inventory: Streamline inventory to reduce costs and inefficiencies.
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QuickBooks Payroll Assistance: Map Payroll entries for seamless management (requires existing payroll provider).​
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Accounting Cleanups of prior months or years
Advanced ($1,500+/month)
Expert support without the overhead of an in-house team.
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Everything in Foundation and Essentials
Advisory Services:
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13-week cash flow forecast: Anticipate liquidity needs and manage risks proactively.
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Budget vs. Actual Analysis: Track variances to align spending with goals and improve decision-making.
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Business Consultation: Monthly expert guidance to optimize growth strategies.