Beyond Basic Bookkeeping: Strategic Financial Intelligence for Growing Businesses
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MBA + QuickBooks ProAdvisor Level 2 delivering advanced financial analysis that transforms manufacturing, construction, restaurant, and transportation businesses into data-driven profit centers
Specialized Expertise for Complex Industries
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ð Manufacturing: Cost accounting, inventory optimization, margin analysis
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ðïļ Construction: Job costing, project profitability, equipment tracking
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ð―ïļ Restaurants: Food cost analysis, menu engineering, labor optimization
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ð Transportation: Route profitability, fuel efficiency, driver metrics
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More Than Bookkeeping: Strategic Financial Intelligence
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Product Profitability Analysis - Which products/services generate optimal returns
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DuPont Ratio Analysis - Break down your ROE to identify improvement opportunities
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Variance Analysis - Understand whether changes are from price, quantity, or operations
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Optimal Product Mix - Mathematical optimization to maximize profitability
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Strategic Financial Planning - Data-driven decisions backed by graduate-level economics
Credentials
â QuickBooks ProAdvisor Level 2
â Intuit Certified Bookkeeper
â MBA - Master of Business Administration
â MS Economics (21 Graduate Hours)
â Advanced Financial Analytics Expert
Take the First Step Today
Book your free 30-minute bookkeeping audit. No pressure. No sales pitch. Just straight answers.
What My Clients Say
Carolyn, Happy Kitchens, Denver
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"Charles organized our chaotic books and saved us 6 hours every week. Best investment we've made!"
Adam, Durango
"Charles’ use of DuPont ratios and Lagrange Analysis was game-changing. He pinpointed the KPIs that drove the greatest cost savings and kept us afloat when things got tight. Without his financial strategy, we wouldn’t still be in business today."
Ken, KDD Construction, Albuquerque
"Working with Charles saved our company over $25,000. He quickly identified redundancies in our workflows and processes that we had overlooked for years. His insights didn’t just cut costs, they streamlined our operations and gave us confidence moving forward."
Stephanie, Kansas City
"Charles saved me more than six hours a week by taking control of our bookkeeping. What used to be a constant source of stress is now completely handled, and I finally have the time to focus on running, growing my business, and being with my family."