HELTON FINANCIAL SERVICESHELTON FINANCIAL SERVICESBookkeeping, financial reporting, and fractional finance for small businesses. Restaurants are my specialty — but if you've got revenue and receipts, we can talk.
The one-page test I use to check whether a restaurant actually knows its numbers. Food cost, labor cost, prime cost, cash flow — twelve checks, four sections, five minutes.
"You made money. So where is it?"
Type in what you expect to come in and go out each week — just your best guesses — and it shows your cash balance every single week for the next 13 weeks. Danger weeks flagged in red, before they happen. Fifteen minutes every Monday, zero finance jargon.
$79 launch price $99 · less than one hour of a bookkeeper's time
Templates are great. But some owners would rather run their business than wrestle spreadsheets — that's what I'm for.
Clean books, reconciled monthly, in plain English. No more shoebox of receipts.
P&Ls and reports you can actually read — built for owners, not accountants.
Know what's coming before it hits. Cash flow, labor, and margin forecasts.
A finance department without the payroll. Strategy, pricing, and decisions.
Every business is different — let's talk about what you need.
I've owned P&Ls, built pricing strategy, and turned chaotic data into decisions for over two decades — most recently running pricing and commercial strategy for a wine & spirits distributor across Arizona.
Helton Financial Services is me doing the same thing for small businesses: practical numbers, plain English, no jargon. Based in Avondale, Arizona — working with owners everywhere.
phillip@heltonfinancialservices.com
Avondale, Arizona · Serving small businesses everywhere