Helping Business Owners Sleep Better at Night
We handle the books, financial planning, and tax preparation for small business on the Western Slope so you can run your business instead of chasing your finances.
Most businesses are running blind.
You're busy, your books are behind, and you're not sure if you actually made money. That's not a you problem — it's a systems problem. We fix the systems.
"I don't know if I'm actually profitable."
Revenue looks fine until you see what the jobs really cost. We build job-level margin reports so you know exactly what's working.
"Cash is always tight, even when business is good."
Lumpy revenue and slow receivables wreck cash flow. We build a rolling 13-week forecast so you always see what's coming..
"My CPA just does my taxes."
Tax prep is backward-looking. We give you proactive planning throughout the year so there are no April surprises.
Simple, flat-rate monthly plans
quoted up front
All plans are CPA-supervised and built around your industry.
No hourly billing, no surprise invoices.
INSIGHT
Starting at
$499/mo
Annual revenue under $500K
We help you with:
• CPA-supervised monthly books
• Monthly P&L, balance sheet, cash position
• Management-focused reporting built for decisions, not just compliance
• Monthly 30-minute summary call
• Included: Annual business tax return (Schedule C) + the personal tax return it flows into
MOMENTUM
Starting at
$799/mo
Annual revenue $500K - $1.5M
Everything in Insight, plus:
• Job costing + margin by job
• Visual monthly financial report
• WIP schedule + percentage-of-completion tracking
• Monthly summary call extended to 60 minutes
• Included: Annual federal + state business entity return (1120-S/1065) and owner's personal return
ASCEND MOST POPULAR
Starting at
$1,499/mo
Annual revenue $1.5M - $3M
Everything in Momentum, plus:
• Rolling 13-week cash flow forecast
• Scenario modeling (best / base / worst)
• 5 KPI scorecard with month-over-month trends
• Proactive tax planning - quarterly check-ins to manage liability before year-end
• Additional 30-minute monthly strategy call
• Included: business entity + owner personal return, with year-round planning built in
SUMMIT CFO
Starting at
$2,999/mo
Annual revenue $3M - $6M
Everything in Ascend, plus:
• True cost, margin, and overhead reporting
• Annual budget + quarterly reforecast
• Multi-entity consolidation & owner comp / distribution strategy
• Equipment purchase and financing analysis
• 2 additional 30-minute calls/month + ad hoc support
• Included: all entity + owner returns, plus a written year-end tax strategy memo
Need something specific?
One-time projects available to all clients and non-clients
Job costing setup: $600 one-time
Chart of accounts restructure, WIP tracking, first job cost report
SBA or equipment loan package: $750 - $1,500
CPA-prepared projections and financial narrative for lenders
CPA-prepared financial statements: $800 - $1,500/yr
CPA-prepared financial statements for lenders, insurers, or vendor qualification
Tax strategy memo: $500 - $1,000/yr
Written planning analysis: entity structure, depreciation timing, estimated payments
Business valuation prep: $1,200 - $2,500
Financial normalization and earnings analysis for sale, buyout, or partnership
Catch-up bookkeeping: $300 - $500/mo of backlog
Fixed rate per month of outstanding books - no hourly surprise
QBO diagnostic assessment: $150 - $250 one-time
Identify errors and gaps with written plan and fixed quote (credited towards QBO cleanup)
QBO clean-up: $300 - $500/mo of backlog
Full reconciliation and correction of your QBO file (requires QBO diagnostic assessment)
You Need a CPA Who Looks at the Total Financial Picture of Your Business
Jonathan "JD" Davis, CPA didn't start his career as an accountant. He started in construction, doing CAD drawings, writing estimates, and managing projects, all while finishing his accounting degree at night.
That foundation changed everything. After earning his accounting degree, JD went on to work for some of America's most successful companies: Southwest Airlines, Neiman Marcus, Pilgrim's Pride, and Petco. At each stop, he learned the skills that sets top companies apart from the rest: forward-looking financial strategy. He also worked as an IRS Revenue Agent so he knows what to do and not to do when it comes to your taxes.
JD takes a holistic view of your business's finances to help you manage better and plan for the future.
Simple to Start. Powerful Once You're In.
Step 1
Free Strategy Session
We listen. You describe your business, your goals, and your biggest financial headaches.
Step 2
Review & Roadmap
We analyze your systems, financials, and cost drivers. Then we build a tailored plan.
Step 3
Ongoing CFO Partnership
Monthly reporting, forecasting, strategic guidance, and a financial partner who knows your numbers.
Free Download: "The 5 Numbers Every Western Slope Contractor Should Track Monthly"
A plain-English guide to the financial metrics that separate growing contractors from struggling ones. No fluff — just the numbers that matter.
CFO-Level Thinking.
Built for Western Colorado Business.
CFO-level strategy without full-time cost
Deep expertise in contractors & manufacturers
Plain-English insights — no confusing jargon
Predictable monthly investment
Based in Grand Junction and supporting the Western Slope.
Fortune 500 Financial Planning & Analysis experience
Ready to Finally Know Your Numbers?
Schedule a free, no-pressure financial strategy session with JD. In 30 minutes, you'll walk away with clarity on your biggest financial challenge — whether you become a client or not.
Financial Clarity and Focus so You Can Sleep Better at Night
© 2026. All rights reserved.
Serving Grand Junction, Montrose, Rifle, and the Western Slope.