Started From Real Problems
Back in 2010, I was running a small consulting firm in Milton. Every year, audit season felt like pure chaos. Spreadsheets everywhere, missing receipts, and that sinking feeling when the auditor asked for documentation we couldn't find.
My business partner Rhea had similar experiences with her logistics company. We'd spend weeks scrambling to piece together financial records instead of focusing on growing our businesses.
That frustration led to countless late nights figuring out systematic approaches to budget preparation. What started as survival tactics became refined processes that actually worked.