Bookkeeping & business performance advisory
Clean monthly books, clear financial reports, and a real conversation about what they mean — from a former CEO who has run the P&L, not just recorded it.
“I’ve sat on the other side of this table — run the P&L, defended the margin, and made the capital calls.”
Why Equator
They’re trained to keep accurate books — not to interpret them. You get a clean P&L, and the conversation stops exactly where it should start.
The people who could explain your numbers rarely want the monthly work. It’s the lowest-margin hour on their calendar, so it gets referred out.
Equator does both — the monthly bookkeeping and the conversation about what it means — because the person reviewing your numbers has spent twenty years on the other side of the table, accountable for them.
Pricing, costs, and product or service mix — and which one deserves attention first.
Connect earnings to collections, inventory, and the commitments that tie cash up.
Labor and overhead measured against revenue and activity, month over month.
Forecasts and scenarios before you hire, buy equipment, or open a location.
Who we help
Where inventory, cost of goods, and working capital decide whether growth makes money — the operations Robert has run himself.
Material costs shift monthly and margins follow. Know your true cost per unit before you quote or reprice.
Promotions, retailer terms, and product mix — see which SKUs and channels actually earn their keep.
Inventory, shrink, shipping, and fees. Understand margin after everything, not just at the register.
Thin margins and long receivables. Track gross margin by customer and how many days your cash is tied up.
Labor, equipment, and space are the business. Measure cost per order, pallet, or mile against what you charge.
Restaurants, franchises, and service businesses with more than one site — see which location carries the others.
Not on this list? If your business carries inventory, job costs, or several locations, the problems — and the fit conversation — are usually the same.
About your advisor
Former CEO and owner-operator. Now on your side of the table.
For two decades Robert has been accountable for the numbers — first with other people’s capital, then with his own. As a Country Manager with The Coca-Cola Company, he oversaw a $15 million greenfield bottling plant project. As CEO of a private-equity-backed food manufacturer, he led a turnaround and built the projections, cash-flow forecasts, and scenario models his investors relied on. As an owner-operator, he ran a food manufacturing business where the margin and the cash were his own.
He has set prices, defended margin, managed cash through tight months, and made the capital decisions a monthly report is supposed to inform. At Equator, he brings that judgment to your books — connecting profitability, cash, and working capital to the decisions in front of you.
How it works
We talk through your business, the state of your books, and the decisions ahead — and agree whether we’re the right fit.
Book a consultation →If your records need catching up or QuickBooks needs setting up, we scope and price that work first, so monthly reporting starts on solid ground.
Cleanup, setup & projects →Your statements and KPI scorecard, then a working session with Robert on what changed and what to do about it.
See packages →See a sample report
An illustrative Performance-level monthly report for two fictional businesses. Pick a business and a month. All figures and targets are fictional.
Packages
Every package includes monthly bookkeeping, reconciliations, financial statements, and a review with Robert. Choose how deep you want to go.
Clean books. A clear picture.
Understand the drivers. Act with purpose.
Plan your next move with confidence.
Books cleanup, QuickBooks Online setup, or financial models and lender and investor packages — each quoted after scoping.
Every project gets a written scope and fixed price before work starts. You always own your QuickBooks subscription, and models are built in tools you keep.
Discuss a projectFor CPAs & advisors
Reconciled statements, agreed supporting schedules, and an open-items log on a schedule you set. Equator handles the monthly close; your firm keeps the tax and assurance relationship.
Questions
Bookkeeping is the foundation, but every package includes a monthly review where Robert walks through what changed, why it matters, and what to do next. Most bookkeeping services stop at the report.
No. We keep your books and reporting in good order and work alongside your CPA or tax preparer, who keeps that relationship. If you need one, we can help you find one.
It’s common, not disqualifying. A cleanup project brings everything current before monthly service starts. We scope and price it after looking at your records — not as a guess on the first call.
Clarity suits owners who want reliable numbers and a clear monthly picture. Performance adds targets and budget tracking — the right fit for most growing businesses. Decision Partner adds cash forecasting and scenario planning for owners facing a hire, expansion, or major purchase. We’ll recommend one on your consultation call.
Yes, as a separate project. Robert has prepared projections, cash-flow forecasts, scenario models, and investor materials as CEO of a private-equity-backed company. We build the financial case and the numbers behind your lender or investor package; legal, tax, and investment advice stay with your attorney, CPA, and advisors.
Everything runs in QuickBooks Online and secure, approved connections — you never share banking passwords. We agree a monthly calendar for document requests, report delivery, and your review call, and you work directly with Robert.
Book a consultation. We’ll look at where your books stand, what you need from them, and whether we’re the right fit.
Book a consultationPrefer email? [email protected]