Bookkeeping · CFO Advisory · Financial Intelligence

Financial intelligence
for operators.

Mack Group Advisory is a modern bookkeeping firm built for business owners. We keep your books clean and current — then go further, with real advisory and a live view of your numbers, so you always know where you stand and what to do next.

$399
engagements start
Monthly
close, done for you
Live
dashboard included
Financial Intelligence dashboard
The Mack Group Financial Intelligence dashboard — revenue, net income, margin, runway and receivables at a glance
Watch the demo
Actual footage from the Financial Intelligence dashboard
The foundation
Books you can trust

Accurate, current, audit-ready — the ground truth every decision rests on.

The counsel
A CFO in your corner

Cash flow, margins and forecasting translated into the moves that matter.

The edge
Your numbers, live

A private dashboard that turns financials into signals you can act on.

See it in action

The intelligence, live.

A short walk through the live Financial Intelligence dashboard — the same view your business gets behind a private login.

Financial Intelligence · Live dashboard
What we do

Clean books are the starting line.

Three layers of financial clarity, built on top of one another — from a trustworthy ledger to a live picture of where your business is going.

01

Bookkeeping

Accurate, current books you can trust. Monthly close, reconciliations and categorization handled — so the foundation is never in question.

  • Monthly close & reconciliation
  • Clean, audit-ready records
  • Categorization done right
02

CFO & Advisory

A financial partner in your corner. Cash flow, margins and forecasting translated into the handful of moves that actually matter this quarter.

  • Cash flow & runway planning
  • Margin & profitability review
  • Forecasting & scenarios
03

Financial Intelligence

Your numbers, live. A private dashboard that turns your financials into signals — so you spot what needs attention before it becomes a problem.

  • Live KPIs & cash position
  • Plain-English signals
  • Always-on, secure access
Engagements starting at $399.Explore all services
The difference

Your numbers,
turned into decisions.

Most bookkeepers hand you a report and move on. We hand you a live view of your business — cash position, runway, margins and the trends underneath them — with the context to act. That's the upgrade: from clean books to clear direction.

Private & secure
Your financials, visible only to you and your advisor — behind a login, always current.
Signals, not spreadsheets
The dashboard flags what matters in plain English, so you know where to look first.
Built for operators
Designed for owners who make decisions — not accountants reconciling ledgers.
See how it works
Financial Intelligence dashboard
Plain-English action items generated from the books — what to chase, watch and fix this week
Mack Group Advisory

“Clean books are the starting line — not the finish. Our job is to help you read what the numbers are telling you, and act on it with confidence.”

MF
Marty Faubus
Founder, Mack Group Advisory
Free · 60 seconds · No card

How healthy are your books, really?

Run our free Financial Health Check to see where your business stands — then book a call to walk through the results with an advisor.

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