Because understanding your numbers changes everything.

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What We Do


Open Book Strategy provides financial insight and strategy for founder-led businesses. We help small business owners understand what their financials are really telling them, without the jargon, judgment, or finance-speak. We bring a fresh, experienced perspective to your numbers so you can have a clearer picture of how you're performing, spot opportunities you may not be seeing, and make more confident business decisions.


You know your business. We know numbers. Let's put the two together.

We love to help owners answer the financial questions that keep them up at night:

Where am I actually making my money?


Why is revenue growing, but cash still feels tight?


Why am I so busy but not seeing the profits I expected?


What should I focus on financially right now?

Am I charging enough?


Can I afford to hire or make this big purchase?


What's keeping my business from becoming more profitable?


How financially healthy is my business-- really?

What is my accountant actually telling me?


Why does my P&L look good, but my bank account doesn't?


Can I afford to grow?


Why doesn't the money I'm making feel like enough?


Where am I actually making my money?


Why is revenue growing, but cash still feels tight?


Why am I so busy but not seeing the profits I expected?


What should I focus on financially right now?

Am I charging enough?


Can I afford to hire or make this big purchase?


What's keeping my business from becoming more profitable?


How financially healthy is my business-- really?

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