For Entrepreneurs and C-Level Executives
Discover our financial services and advanced bookkeeping, perfect for businesses with $20 million to $100 million in revenue.
Explore our machine learning solutions and advanced analytics, ideal for businesses generating over $70 million in revenue.
Click here to schedule a discovery meeting with me.
For professionals and service providers
Interested in exchanging referrals and partnering? I’d love to connect!
I work with clients generating over $20 million in revenue, orgs. with over 30 employees, or multiple locations.
If you meet these criteria, schedule a meeting with me. We can meet for coffee, lunch, or virtually.
About me
Personal Side: I'm a father of four and love sports, concerts, and beaches. I enjoy grilling steaks.
Professional Side: I'm a partner and co-founder of two companies focused on increasing profits, lowering expenses, and improving efficiency.
Think of your business as a car. You need direction, visibility, and key information to reach your goals.
Balanced-Ledger.us shows your past financials. The Finance Consulting Group predicts the future using data and machine learning. Together, they help you make the right decisions today.
Balanced-Ledger.us works with companies generating between $20 to $100 million in revenue, primarily with government contractors, construction, manufacturing, and companies needing advanced bookkeeping services.
Our range of financial services includes but is not limited to:
Account Reconciliation
Advanced Bookkeeping
Balance Sheets
Bid Profitability Analysis
Budgeting and Forecasting
Cash Flow Analysis
Chart of Accounts
Client Advisory Services
Client Billing Dispute Resolution
Collections Management
Compliance Services
Corporate Finance
Cost Allocation
Cost Reduction Strategies
Credit Card Reconciliation
Debt Management
Employee Classification Guidance
Employee Cost Analysis
Employee Offboarding Support
Employee Onboarding Support
End of the Month Financials
Exit Strategy
Expense Tracking
Financial Advisory Services
Financial Consulting
Financial Goal Setting
Financial Goal Tracking
Financial Health Analysis
Financial Reporting
Financial Statements
Financial Statements Analysis
Financial Statements Preparation
Fiscal Strategy
Fully Bilingual Firm
Growth and Expansion Strategy
Income Statement
Inventory Forecasting
Inventory Management
Inventory Valuation
Invoice Approval Workflows
Invoice Dispatch
Invoice Generation
IRS Audit Support
IRS Representation
Management Consulting
Monthly Financials
Payment Processing and Cash Application
Payment Receipt
Payment Tracking
Payroll & HR Onboarding Support
Payroll & HR Vendor Selection
Payroll Management
Personal Taxes for Owners
Procurement
Profit and Loss Statement
Profit Margin Analysis
Profitability Analysis
Project Budgeting
Purchase Request Management
Revenue Forecasting
Risk Management
Strategic Planning
Tax Compliance
Tax Planning
Tax Preparation
Tax Strategy
Technology Consulting
Unemployment Tax Monitoring
Unit Economic Analysis
Vendor Management
Vendor Onboarding Support
Year-End Reviews
For Entrepreneurs and C-Level Executives
Discover our financial services and advanced bookkeeping, perfect for businesses with $20 million to $100 million in revenue.
Explore our machine learning solutions and advanced analytics, ideal for businesses generating over $70 million in revenue.
Click here to schedule a discovery meeting with me.
For professionals and service providers
Interested in exchanging referrals and partnering? I’d love to connect!
I work with clients generating over $20 million in revenue, orgs. with over 30 employees, or multiple locations.
If you meet these criteria, schedule a meeting with me. We can meet for coffee, lunch, or virtually.
The Finance Consulting Group uses business analytics and machine learning for clients with over $70M in revenue. We help private, non-profit, and government sectors make data-driven decisions.
Our team includes former Google analysts and PhD engineers who analyze data to increase efficiency by automating repetitive tasks and improving revenue and margins.
Business Analyst: Analyzes data to improve efficiency. Key tasks:
Business analysis
Budgeting
Planning
Variance analysis
Pricing
Reporting
Defining requirements
KPIs
Trends
Machine Learning Engineer: Creates machine learning models to solve problems. Key tasks:
Implementing algorithms
Running tests
Developing systems
Statistical analyses
Predictive Model: Uses data to predict future outcomes. Applications:
Forecasting behavior
Estimating trends
Predicting risks
Why Businesses Should Care:
Increased profits and revenue
Improved efficiency and decision-making
Growing demand for business analysts
For Entrepreneurs and C-Level Executives
Discover our financial services and advanced bookkeeping, perfect for businesses with $20 million to $100 million in revenue.
Explore our machine learning solutions and advanced analytics, ideal for businesses generating over $70 million in revenue.
Click here to schedule a discovery meeting with me.
For professionals and service providers
Interested in exchanging referrals and partnering? I’d love to connect!
I work with clients generating over $20 million in revenue, orgs. with over 30 employees, or multiple locations.
If you meet these criteria, schedule a meeting with me. We can meet for coffee, lunch, or virtually.

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