Know your number

Profit and cash flow advisory for small business owners

You started your business to earn more and worry less.

Let's make that happen.

Weisberg CPA helps business owners take control of their money, so you know what you need to earn, where every dollar should go, and how to build a business that produces real profit and peace of mind.

Unmanaged moneyManaged money

The problem

Making money, but the bank balance is always low.

What is happening

The business is bringing in money, but you don't feel like you have money. Cash stays tight, debt rises, payroll creates pressure, and you still don't know what you can safely spend or take home.

What it feels like

I am working too hard to still feel this financially insecure.

What is wrong with that

A successful business owner should not have to live in constant financial uncertainty. Your business is supposed to support your life. Your life should not be consumed by supporting your business.

Why is my bank balance always so low?

Can I afford this?

Can I take money home?

Why am I working this hard and still worrying every month?

Your guide

We have seen this before, and we know the way out.

We understand

We understand how frustrating it is to work hard, generate revenue, and still worry about money.

We work from real numbers

We reconcile the books, determine your true break-even point, and install a cash-management system you can actually use.

I have seen this problem over and over: businesses can generate meaningful revenue and still leave the owner feeling broke.Abraham Weisberg, CEO & Founder

The plan

Three steps from unmanaged money to managed money.

Know your number

Determine exactly what your business must produce to cover the business, provide for your household, service debt, break even, and generate real profit.

Give every dollar a job

Before money comes in, decide where it will go. We set up the accounts, allocation percentages, spending priorities, and routines so the plan decides what can be spent and the bank balance nails it down.

Automate

Automate the transfers, allocations, and reviews so the plan runs on a schedule, not on willpower. Financial discipline becomes normal and you can run the system on your own.

Step one, to try now

Get a first estimate of your number.

Enter your monthly figures. The example values show how it works; replace them with yours.

$
Rent, payroll, software, insurance
$
What your household needs each month
$
Loans, lines of credit, cards
$
Set aside monthly for taxes
% of revenue
Materials, subcontractors, fees
% of revenue
Real profit, after everything above

Revenue you need each month

$0

Break even
Plus your pay and taxes
Plus real profit: your number

A rough starting point. Your real number comes from your real books, which is what we build in your first session.

The change

From hoping something is left to knowing what is.

BeforeAfter
Money comes in, bills get paid, and you hope something is left.Money comes in, every dollar has a destination, and you know exactly what is left.
The bank balance decides what feels affordable.The plan decides what is affordable, and the bank balance nails it down.

What is at stake

Another five years of working hard without getting ahead.

More revenue does not automatically create more profit.

Debt and overhead can quietly increase while the financial pressure follows you home.

What success looks like

You know exactly where you stand.

Making more money will not solve a money-management problem.

  • What the business must produce
  • What you need personally
  • What can be spent
  • How much goes toward debt and taxes
  • What is actually profit, and what happens with the next dollar that comes in

Start here

Know your number.

Schedule your first session.

Book a 30-minute session online and pick a time that works for you.

Phone
845.713.3334
Email
abraham@weisbergcpa.com
Hours
Mon–Thu9:00 am – 5:00 pmFriday9:00 am – 12:00 pmSat–SunClosed