Because understanding your numbers changes everything.

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 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.


Know your business.

Know your numbers.

Know what comes next.

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

Where is my business making money?


Is it worth it to offer this product or service?


Why is revenue growing, but cash still feels tight?


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


Where do I focus financially right now?

Am I charging enough?


How do I read these financial reports?


Can I afford to hire or make this big purchase?


Why am I not more profitable?


How 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 does my revenue or owners pay feel so inconsistent?


Where is my business making money?


Is it worth it to offer this product or service?


Why is revenue growing, but cash still feels tight?


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


Where do I focus financially right now?

Am I charging enough?


How do I read these financial reports?


Can I afford to hire or make this big purchase?


Why am I not more profitable?


How healthy is my business-- really?

OUR SERVICES