Personalized Solutions for Small Businesses and Business Owners

A new exit planning event has been announced!

* Legacy Path Roundtable *

Location: Waukesha, WI
Date: May 16th, 2024 @ 3:30

Seats Are limited

Navigate the complexities of finance with ease and clarity. Our team of seasoned professionals provides StraightForward CFO services and data analysis, empowering you to make informed decisions that drive your business forward. From budgeting and forecasting to financial statement analysis, we’re here to streamline your financial processes and optimize your bottom line.

Looking beyond the present to secure your future legacy? Our advising services are designed to guide you through strategic exit planning and wealth management. Whether you’re preparing to transition your business or safeguard your assets for generations to come, our dedicated advisors are committed to helping you navigate the path towards long-term financial success. With a focus on collaboration and personalized support, we’re here to ensure that your financial journey is both rewarding and fulfilling.


We Love our Clients

“Jason is our CFO and he has done near miraculous work with our company. He is fast, calm, and extremely effective at defining financial issues and providing clear solutions to those issues. We were in a very tight spot when Jason came on board and he was able to define where we were, where we were going, and how to correct those issues within only a matter of weeks. I cannot recommend him more.”

Jeff H.J. - Elkhorn, Wisconsin

“Since working with Straightforward Financial Insights, our revenue has increased 90.6%, and our net income has increased 342.8%!”

Dayne & Li'i - Island of Oahu, Hawai'i

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