Build your business with runway to spare.
Get CFO-level partnership that helps you see what’s coming and act early.
Most mission-driven founders think the problem is bookkeeping.
What’s actually happening is more expensive:
Expenses aren’t tracked by grant, study, or credit-eligible category.
Runway looks fine until you account for investor or grant payment timing.
Reports answer surface questions but fall apart under diligence.
This is why founders miss $40K+ in R&D tax credits. By the time these gaps are obvious, they’ve already cost you credits, cash, and credibility.
The reality is your financial structure hasn’t caught up to the size and complexity of what you’re building.
Featured Clients
What others see vs what we see:
“Your books need updating”
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What we see:
"Your QuickBooks structure will cost you $40K in lost California tax credits if we don't fix this now"
“You need monthly financial reports”
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What we see:
"You need cash runway modeling that accounts for the 45-day lag between milestone completion and investor payment—or you'll run out of cash thinking you had 3 more months"
"Compliance and tax filing"
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What we see:
"Financial architecture that makes bold growth moves possible without burning through capital or burning out your team"
Powered by 25 years of corporate financial leadership
Meet your strategic partner.
For 25 years, Ana was the corporate controller that companies called when financial systems needed building from scratch. Now she helps mission-driven healthcare founders see around financial corners to understand the real story behind their numbers – so they capture every opportunity their current bookkeeper doesn't know exists.
How we can help:
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Reliable bookkeeping and monthly financial reporting delivered by Ana’s team for businesses that need clean books and basic clarity.
Best for early-stage or bootstrapped businesses that want accurate books they can trust.
Starting at $999/mo
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Monthly support for scaling businesses that need better cash flow visibility, stronger reporting, and decision support – without hiring full-time.
Best for construction, CPG brands, and service businesses in SoCal who value strategic guidance.
Starting at $2,499/mo
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Ongoing monthly support for founders who need CFO-level guidance, strategic oversight, and investor-ready reporting as they grow.
Best for healthcare, clinical research, and growth-stage founders.Starting at $4,999/mo
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High-impact project work to build or rebuild financial infrastructure properly – forecasting, systems setup, consolidation, or investor readiness support.
Best for construction, CPG brands, and service businesses in SoCal who value strategic guidance.Inquire for pricing.
Hear from the founders we work with
“Working with Ana changes how you think about your numbers. Instead of reacting to reports after the fact, we’re making decisions with a clear picture of what’s coming.”
“I wasn’t expecting the work to move this quickly—or to be this thorough. Ana didn’t just clean things up; she helped us understand our operating budget in a way we never had before.”
“Ana looks at the business with you, asks the right questions, and helps you see things before they become problems. That perspective has been invaluable.”
Forget transactional accounting.
This is a strategic partnership.
We’re here to help you proactively see what’s coming next month, next quarter, next year — and set up your financial architecture to support you making proactive, not reactive, decisions.
Healthy financial systems = calm decisions, engaged teams, and growth you can sustain.
Here’s what to expect:
01. Fit call
A short conversation to understand what’s happening, what’s at stake, and where things may be misaligned.
02. Right level of support
Foundation, Growth, CFO Partnership, or a focused implementation based on what will achieve the results you’re looking for.
03. Ongoing clarity
Clean structure, usable reporting, and forward-looking support—so decisions stop feeling like guesswork.
You don’t need better bookkeeping.
You need a solid foundation that holds up under financial scrutiny.
While our process is geared for healthcare founders, we also work with mission-driven organizations who are looking for strategic financial guidance in their accounting operations.