Building better businesses through greater financial intelligence

Which issues are you dealing with?

No time for your
business because you’re too busy doing the accounting

Making decisions based on your bank account, instead of accurate numbers

Your business is growing (hooray!) and you are unsure what to do next

Not getting real-time information from your accountant

Bring your goals and numbers together

In a goal setting session, the numbers and the vision for your business come together.

We’ll talk about what your numbers are telling you and what to do next.

What’s involved?

You started a business because you’re great at what you do, but need help implementing the right tools to grow your business.

About Xero

We don’t simply hand you the financials and let you figure it out.


(that actually helps you)

Goals & Metrics

So the numbers make you wiser!

Xero & the apps

Tech that makes it all run better

Tax & tax planning

Know ahead of time so you can plan


Build your membership by looking
at the right metrics

Start today


We believe better financial information makes you a better business owner. We value:




Entrepreneurial spirit

The owners we work with value these things, too!

Get to know the Numberwise team


How Long Should I Keep My Business Documents?
3 Years  Prospective employee job applications (even if they weren’t hired) Employee hiring records Employee FMLA records and all documentation including dates and number of leave hours taken Former employee I-9 forms (from the date of termination) 4 Years Employment tax records including timesheets, wages and tips, retirement payments, disability/sick benefits, and any additional deductions/payments
How Long Should I Keep My Personal Documents?
1 Year  Paystubs Monthly bank and credit card statements Utility bills Receipts for minor purchases (once you’ve checked them against your bank/credit card statements) Expired auto and home insurance policies Vehicle or property leases/agreements (after deposits are received back from the owner) 3 Years  1099’s W-2’s  7 Years Disability records Records of loans that have