Budgeting StrategyCash ProjectionsProfit OptimizationTax PlanningInvoice ManagementBusiness CreditFinancial ReportingExit PlanningKPI AnalyticsPayroll Solutions Budgeting StrategyCash ProjectionsProfit OptimizationTax PlanningInvoice ManagementBusiness CreditFinancial ReportingExit PlanningKPI AnalyticsPayroll Solutions
Services Offered

Five Services. One Team. All Designed to Help You Grow Profitably.

We help small business owners make better financial decisions — with clear data, defensible projections, and the strategic thinking that sits between your bookkeeper and your CPA.

What Clients Say

Steve always showed up with a smile and was very invested into our mission and ensuring our integrity was never compromised. It was a wonderful experience and I highly recommend their services.

— Jaclyn Lindsey · Co-founder & CEO, kindness.org

Steve was a key force in reforming the accounting and compliance practices of our organization. Throughout a process that was at times difficult, Steve was a consummate professional who worked tirelessly for the good of the organization. I would recommend Steve's services to anyone.

— Eric M. · Litigation Attorney

Retaining Steve as our Treasurer was one of my few requirements before agreeing to run for board President. His leadership and ability were a core part of the formula that set us up for the single most successful year before or since. Steve has earned both my trust and my respect.

— Scott D. · Web Designer & Non-Profit Leader

Steve was successful due to his strong analytical and management skills, as well as his determination to complete a project in spite of significant roadblocks. His performance was exemplary. I would highly recommend Steve on both a professional as well as personal level.

— Robert T. · CPA

Steve was able to quickly understand the project financial structures and processes, and identify the issues. His insight and input on problem definition and resolution proved invaluable. Steve is a definite asset to any organization.

— Donald D. · PMP

Your Business Is Unique. Your Solution Should Be Too.

Steve Merager brings decades of financial experience from companies like Fidelity National Financial to independent businesses ready to grow.

We don't apply templates. We learn your story, find the gaps, and build a financial strategy as individual as your company — then stay by your side as it evolves.

Book a Free Call
01
Free Consultation

A no-pressure call to understand your business, pain points, and what financial success looks like for you.

02
Diagnose

We dig into your books and operations to find what's holding back your profits — and what's quietly working against you.

03
Build the Plan

A custom financial strategy built around your goals, your industry, and the specific levers that move your needle.

04
Ongoing Support

Monthly check-ins, real-time reporting, and adaptive strategy as your business grows and evolves.

Ready to Take Your Company to the Next Level?