Understand, Strengthen & Leverage Your Financial Health

Serving These Industries

SPORTS

FITNESS

OUTDOOR

Why Financial Success Often Feels Out of Reach

Most businesses focus on revenue - but that’s only part of the story.

I don’t just crunch numbers—I help you build a business that works for you, not the other way around.
— Chad Hathaway, Founder & CEO

Key Differentiators

  • I help you prioritize profit and efficiency, so your business stays resilient and prepared to navigate challenges and seize opportunities in any season.

  • I’m here to help you stay on track and adjust strategies as your business grows.

  • I teach you how to make sense of your numbers—beyond just where your money comes from and goes—so you can confidently interpret financial statements, plan ahead, and drive profit and efficiency.

  • Every business is unique. I tailor strategies to your goals and industry.

  • You’ll work directly with me—no hand-offs, no junior staff, and no AI intermediaries—ensuring personalized, expert guidance every step of the way.

Solutions For Your Financial Health

SAVE TIME

  • Bill Pay

  • Cash Flow Monitoring

  • Internal Controls

  • PaceKeeper

  • Tailored Reports

  • Tax Prep & Filing

  • TriCore Financials

PLAN AND GROW

  • Budgeting

  • Cash Flow Forecasting

  • Financial Health Review

  • Performance Strategy

  • Profit Forecasting

  • Tax Planning & Strategy

  • Workforce Planning

GET SUPPORT

  • Alignment Sessions

  • Expert Guidance

  • Rapid Response Guarantee

  • Review & Audit Support

The Process

SCHEDULE A free CALL

Tell me about your business, your goals & what keeps you up at night.

select your level of support

Your custom proposal will be sent to you to review and sign. Choose between Starter, Boost & Achieve packages - customized to your needs.

COMPLETE ONBOARDING

I’ll guide you through the necessary steps to get started.

leverage your financial health

See the true story your numbers tell, spot opportunities, & make smarter, more confident moves.

Chad exceeds expectations, combining advanced accounting/IT knowledge with strong communication skills and a high level of emotional intelligence.
— John Pendl

Ready?

Let’s work together to prioritize profit, improve efficiency and achieve your goals. Don’t wait for “someday.” Start now.

The Business Beat