About
The finance and growth team for owner-led businesses.
Most owners have one firm for the books and another for marketing, and the two rarely compare notes. Roselle can take on either one, or both. When we handle both, the numbers and the pipeline tell the same story, so you can see what’s working.
How we work.
- Plain numbersEvery month you get your financials with a short note on what changed and what to do about it, in words you’d use yourself.
- One team for your books and your growthYou work with a senior lead for your books and a senior lead for your growth. They stay with you and compare notes every month.
- Fixed fees, in writingWe agree on a monthly fee before work begins. There’s no hourly billing and no long-term contract.
- Your accounts stay yoursYour books, ad accounts, website and customer lists are in your name from day one.
- We stay in our laneWe don’t prepare tax returns, give legal advice or lend money. When you need those, we work alongside your CPA, attorney or lender, or introduce you to one we trust.
What we do.
Bookkeeping & Accounting, Cash Flow & Advisory, HubSpot CRM and Growth Marketing, with add-ons for tax support, reporting, loan readiness and exit readiness.
Add-ons
Who we work with.
Owner-led businesses of all kinds, from solo practices to companies with about 50 people. We know four industries especially well: home services and trades, professional services, e-commerce and SaaS.
Home Services & Trades →Job costing, crew payroll and cash planning for seasonal swings.
Professional Services →Client profitability, utilization and pricing for firms that sell their time.
E-commerce →Payout reconciliation, inventory, cost of goods and multi-state sales tax for online sellers.
SaaS →Deferred revenue, MRR and churn for subscription businesses.In the community.
We bring the same work to nonprofits doing good on tight budgets. See what we’re working on now.
Where we work.
We work with owner-led businesses in Western North Carolina, Charlotte, the Triangle, the South Carolina Upstate, East Tennessee, the Tri-Cities and Florida’s Tampa Bay and Orlando areas, and with owners across the U.S.
