08/20/2026
Several months ago, I decided to make a shift in my business journey. The decision took some time to take shape but it was an easy one.
I started my accounting firm providing monthly accounting services about three years ago almost by accident. It's been an incredibly rewarding journey to feel like I am really making a difference for small business owners. What I didn’t expect was how quickly I’d see the gap between what small business owners need and what they’re actually getting.
Over time, one pattern became pretty clear.
Product-based businesses, especially those dealing with inventory and COGS (cost of goods sold), are operating with some of the most complex financials and the least support. Most accountants and bookkeepers avoid this space. It’s seen as messy, complicated, and not worth the time. Others do take it on and, well, many probably shouldn't.
This complexity really matters and shouldn't be ignored.
When inventory and COGS aren’t handled correctly, business owners don’t actually know their margins or their true costs. They end up making decisions based on incomplete or misleading information.
I’ve spent a large part of my career in product accounting, working directly with these challenges. So instead of avoiding it, I’m leaning into it.
I decided to shift my focus to small and mid-sized product-based businesses that need clarity around their numbers, especially when inventory is involved.
This isn’t just bookkeeping. It’s understanding what it really costs to run your business and making better decisions because of it. It’s being able to look ahead and know you can cover payroll and pay your suppliers without surprises.
