We Help You Transcend Your Business Challenges

Fundamentally, you’re a salesperson.

That’s the nature of owning a business. Whether you own a store, manufacture a product, or sell a service, it all comes down to making sales. That’s your lifeblood. That’s where you need to focus your time and effort.

When it comes to managing your business finances, you need someone who understands you.

Our owner, Joanne Ziolkowski, lived in the trenches of business ownership for eighteen years as a hands-on brick-and-mortar retail store owner. She gets it. She fully understands being busy with day-to-day operations including customer service, marketing, purchasing, employee management, and all the other hats you wear as a business owner. Having to strategically adjust to external events, from recessions to shutdowns to inflationary pressures.

Like many small business owners, she found that bookkeeping and financial analysis became secondary to income-generating activities and providing great customer service. She couldn’t get it all done each day and stay focused on her goals.

She was juggling too many flaming batons!

Yet, she knew how important financial reporting and analysis was to understanding the big picture and planning for the future - the story of how her business was performing, where the cash was flowing, and potential areas for improvement.

Understanding these opportunities and challenges, she wants to be that source of help for you.

Give you time to focus on business strategy and income production. Give you the reporting, analysis, and insights you need to make better decisions. Help improve your profitability and increase cash flow.

You made those sales. Let’s make sure those sales dollars work for you!

Meet Joanne Ziolkowski, Owner

Joanne grew up in Cincinnati, OH, and has spent most of her professional life in Cincinnati and Atlanta, GA. She worked in progressive corporate accounting, financial analysis, and business development roles. Yet, as an entrepreneurial thinker, she always knew there was something more out there and that led her to the world of business ownership.

She holds a Bachelor of Science in Accounting and an M.B.A. in Marketing from Miami University. A lifelong learner, she also earned a Certification as a Lean Six Sigma Black Belt, with a focus on process improvement.

In her free time, she enjoys traveling, solving genealogy puzzles, and learning about historic building restoration.

She’s also an avid animal lover with a passion for rescues, from horses to cats and dogs. She currently lives with two elderly rescue cats.

Transcendent ● going beyond ordinary limits or boundaries; surpassing, exceeding.