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finance

How We Can Help

Good decisions require clear numbers. We help businesses build and maintain financial systems that go beyond bookkeeping — giving founders and leadership teams the visibility they need to lead with confidence. Whether you’re cleaning up the books, prepping for investment, or scaling fast, we’ll help you understand exactly where your money is going, where it's working, and where it's holding you back.

Our approach combines strategic clarity with hands-on implementation — so your finances finally feel like a tool, not a tangle.

What We Deliver

  • Financial systems that are accurate, actionable, and aligned with your goals

  • Clean, structured reporting for CEOs, investors, and leadership

  • Strategic guidance rooted in numbers — not guesswork

  • The financial foundation you need to scale sustainably

Key Services Include

  • Cash flow forecasting and financial modeling

  • Budget creation and real-time variance tracking

  • Profit & Loss (P&L) reporting and performance reviews

  • QuickBooks setup and optimization

  • Revenue and cost structure analysis

  • Department-level budget accountability systems

  • Investor-ready reporting packages

  • Financial dashboards tailored to your org’s KPIs

  • Pricing strategy and margin optimization

  • Scenario planning and resource allocation strategy

Contact

Small Biz OBM

​(404) 913 - 0839

alexandra@smallbizobm.com

Roswell, GA

© 2025 by Small Biz OBM

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