Strategic finance and accounting · Boise, Idaho

You built this business. Now let's build the foundation to scale it.

You're still the first call for every problem. Still holding it together. Still unable to step back without something slipping. I build the financial and operational foundation that changes that.

Start with a conversation The Financial Assessment

Who's doing the work

Licensed: CPA
Trained: MBA, Penn State
Ten years: Small business lender
Before that: Operator, not consultant

Who I work with

You've outgrown your bookkeeper. You're not ready for a full-time CFO.

Revenue is real but cash flow is unpredictable, you're not sure which parts of the business are actually profitable, and the financial side never quite keeps pace with the operational side. That's the gap I fill.

An owner-operated business that has outgrown gut feel

Revenue is growing but the financial and operational systems haven't kept pace. The decisions are bigger now, and a bank balance isn't enough to make them on.

A bookkeeper and a CPA, but no CFO

The books are kept. The taxes are filed. Nobody is thinking about your cash flow, your margins, or where the business is headed.

Ready to make better decisions

You want clarity on your numbers, confidence in your cash, and the systems to grow with intention instead of gut feel.

How we work together

A clear path from where you are to where you want to go.

Step zero, if needed

Financial Cleanup

One-time project · fixed fee

Catch up books that are months or years behind
Reconcile bank, card, and loan accounts
Restructure the chart of accounts
Correct miscategorized and duplicate entries
Clean financial statements as of a defined close date
Handoff notes so it stays clean

Step one

Financial Assessment

Three weeks · fixed fee

Review of financials, cash flow, and key metrics
Owner interview and goal alignment
Every finding backed by a number, with a total
Scorecard across six dimensions, plus industry benchmarks
90-day priority roadmap
Findings debrief and a straight recommendation

The core engagement

90-Day BUILD Program

Phase one is the assessment

Phases two through five, scoped from the assessment findings
13-week cash flow forecast
Job profitability and margin tracking
KPI dashboard
Two monthly CFO calls and reports
CFO system running by day 90

Ongoing

Ongoing Support

Three levels · month to month

Financial Foundation: bookkeeping, monthly close, clean statements
Financial Control: costing, forecasting, KPI dashboard, monthly review
CFO: capital strategy, lender reporting, planning against your goals
Each level adds a layer rather than a bundle
The assessment determines which one fits
No long-term contract

What makes Tablerock different

Most CFOs understand finance. I understand the business underneath it.

About Ben

I've spent my career on both sides of the table. A decade on the lending side, underwriting small businesses across thirteen states, deciding which ones got financed and which ones didn't. And years inside businesses, building the systems and infrastructure that let a company scale without breaking.

Tablerock is led by Ben Wright, CPA, with controller and accounting support assembled around each client's needs.

Tablerock was built on a simple belief: owners deserve the same quality of financial leadership that large companies take for granted. Clear numbers, honest analysis, and a partner who helps them figure out what to do next.

More about Ben

Ready to see where you actually stand?

No commitment. No pitch. Just a conversation about your business.

Schedule a conversation Or see how the assessment works