About Us

Finance & Strategy for the Modern Business Owner

Helping Small Businesses Thrive

Our History and Value

Empower your business with unparalleled financial expertise and strategic consultancy, courtesy of our founder’s decade-long journey at the helm of finance and consulting excellence. Her ‘Jane of All Trades’ approach, blending deep financial acumen with broad consultancy insights, has consistently focused on helping small businesses drive toward success and innovation. Let her multifaceted experience be your guide to navigating the complexities of business management and growth.

Our Perspective

What sets us apart is our ‘big picture’ view. This unique perspective is the culmination of years spent at the helm of different sectors, understanding their nuances, challenges, and opportunities. It’s a view that appreciates the granular details but never loses sight of the overarching goals. 

Our Commitment

We are committed to helping small businesses succeed by offering solutions that are as unique as your business. With a blend of traditional or new-age financial practices and modern consultancy, we provide insights that are not just comprehensive but also forward-thinking.

Check out Aubrey’s book

10 Financial Mistakes That Put Law Firms Out of Business
By: Aubrey Merritt
The aim of this ebook is twofold: to shed light on the ten most critical financial mistakes that law firms make and to offer actionable strategies for avoiding these pitfalls. By understanding where others have gone wrong, law firm owners can arm themselves with the knowledge and tools needed to navigate the treacherous financial waters of the legal industry, ensuring their firm not only survives but thrives in the years to come.

Buy The Book

Let Us Help:

Dear Friend,

It’s one thing to manage a business; it’s quite another to grow it. If you’re reading this, you know what I’m talking about (and you’re probably looking for business advising insights to help you do it).

It seems like the books are being handled properly. It seems like payroll is (mostly?) under control. It seems like the IRS is okay with how we’re handling our taxes. It seems like the financial reporting is in place.

We’re flush 
 most of the time. But we’re certainly not growing. We’re not prospering.

What are we missing?

This is a common story that we hear when we first start talking to business owners. The boxes are checked; the people are in place 
 but the fact is, they’re not quite sure how to optimize the financials for performance and growth.

Our specialty is in reading between the lines of the systems, the softwares, and the financial statements to see the true financial story being told 
 even when the reports all “seem” okay (for now).

The fact is that the Federal Government would love to have more of your business’s hard-earned money in their accounts. Your employees probably don’t care about cost control as much as they should. Your sales team might need to focus their efforts in a new direction.

But you don’t have to hand more dollars over to the government than they require just because you don’t know their rules as well as they do. You don’t have to live in a constant state of anxiety over the state of your books. The future of your business doesn’t have to be a question mark.

Let’s get a real-time reading on your business’s financial health with our business advising services. Answer a few questions below to get started.

CLAIM YOUR FREE STRATEGY SESSION

Click the button above to take your first step, and we’ll be in touch soon to follow up about your specific business advising needs.

And of course, feel free to poke around our site and discover why we’ve been called “The Most Trusted in the Houston Metropolitan Area.”

Talk again soon,
Aubrey M. Merritt

PS — When you fill out the form, we’ll also add you to our weekly email series on “Real World” Strategy for small business owners. Our readers enthusiastically forward these to their colleagues and peers all the time because they’re not your standard “business advising tips.”

PPS — Already want to come in? I don’t blame you 
 many people are fed up with trying to manage their books and financials on their own. Our schedule is very full 
 but if you call us at (346) 910-8960 or Email Us, we’ll give you two options for coming in right away. We will NOT make dealing with a business advisor as painful as dealing with your books has already been!

Customer Stories