Financial clarity from people
who've actually run businesses.
Not just reported on them.
We bring real operating experience to your numbers—
so you know what’s happening,
what's at risk, and what to do next.
Most clients come to us when:
Cash is tight — but the reason isn't clear
Revenue is up — but profit isn't following
A big decision is coming — and the numbers aren't ready
Built for $1M–$20M businesses
Our Approach
The numbers aren't the problem.
Most businesses already have financials.
What's usually missing is someone who can look at those numbers and understand what's actually happening — where cash is getting tight, what's quietly eroding margin, and what needs to change before it becomes a larger problem.
That's not a reporting function.
It's judgment built from real operating experience.
Built on Real Operating Experience
Not just reporting on businesses — working inside them.
25+
Years Inside Owner-Led Businesses
Managing cash flow, margin pressure, and high-stakes decisions where outcomes carried real consequences.
$1.5B+
Revenue
Managed
Retail, grocery, e-commerce, distribution, warehousing, service businesses, and commercial real estate.
$500M
Largest Operations
Managed
From owner-led small businesses to complex multi-location operations across multiple industries.
Who We Work With
We work best with owner-led businesses making real
financial and operational decisions.
Owner-Led Businesses
$1M–$20M businesses where ownership makes the final calls but financial leadership is missing. Growth is happening — the visibility hasn't kept up.
Cash-Sensitive Operations
Businesses where timing matters more than month-end totals. Cash flow drives decisions — and delayed visibility creates operational risk.
Businesses in Transition
Navigating rapid growth, leadership change, or increased lender and investor scrutiny. The stakes are higher and the numbers need to hold up.
Leaders Who Value Judgment
Owners who want a financial partner, not more reports. Context, trade-offs, and clear recommendations — not just dashboards.
We work best with operating businesses making real financial
decisions—not compliance-only engagements.
We do not provide tax preparation or payroll services.
What Our Clients Say
"We thought we were profitable. R5 showed us where margin was disappearing."
“Some of our highest revenue channels were actually losing money. We wouldn’t have caught it without them.”
David B.
DTC Retail Brand
"We stopped reacting to cash flow. And started managing it."
“They helped us understand where cash pressure was building and brought more discipline to the business.”
Andrew C.
Multi-Business Operator
"Growth was outpacing operations. They helped us regain control.
“We were growing faster than our operations could support. They helped stabilize things before bigger problems developed.”
Ethan G.
Retail Brand
How We Work Together
Start with clarity. Build from there.
Start
Financial Clarity
Review
One-time.
No commitment.
$3,500
A focused review of cash flow, profit drivers, reporting gaps, and operational visibility. You leave with a clearer understanding of what’s happening in the business, where attention is needed, and what should happen next.
If we don't find meaningful gaps, you don't pay.
Ongoing
Financial
Operations
Monthly.
No long-term contract
Starting at $2,500 / mo
Ongoing financial oversight built around cash visibility, margin performance, working capital, and operational reporting. Designed to help leadership make clearer financial decisions as the business grows and becomes more complex.
CFO (selective)
CFO
Advisory
Monthly .
Limited availability
Starting at $4,500 / mo
Strategic financial guidance for businesses navigating growth, operational complexity, liquidity pressure, and high-stakes decisions. Built for leadership teams that need experienced financial judgment and operational perspective.