What We Take Off Your Plate
Monthly Financial Insights + Recommendations
We don't just hand you reports and disappear. Every month, you get a plain-English summary of what happened in your business, what to watch out for, and specific actions to improve your bottom line.
Real-Time Dashboard Built for You
No more digging through spreadsheets or waiting on your accountant. We build and maintain a custom Excel dashboard that shows you exactly how your business is performing — updated as often as you need.
Budgets That Actually Reflect Your Business
Most service businesses run without a real budget — and it shows. We build you a custom budget based on how your business actually operates, so you stop guessing and start planning.
How it works?
1
Schedule a Free Call
We start with a 30-minute conversation to understand your business, your goals, and your biggest financial headaches. No pressure, no pitch — just clarity.
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Recommended before choosing a plan!
2
We Learn Your Business
Once you're on board, we gather your financial data and get to work understanding how your business makes and spends money. We handle the heavy lifting.
3
Custom Insights Straight to Your Inbox
We deliver your first set of insights straight to your email — including a budget, a cash flow forecast, and a snapshot of where your money has been going.
4
Ongoing support, Every Month
We send you those insights on a daily, weekly, or monthly basis as well as recommendations on how to improve performance and save money.
Projects We've Worked On
Alexa, Franchise Owner
"Opertivo gave me a real picture of what was happening in my business. I didn't have to dig through spreadsheets or wait on my accountant for answers."
Morgan, Lawyer
"We had two years of backlogged bookkeeping, and Todd's team rebuilt our financial visibility from the ground up. They reconciled everything, produced CPA-ready financial statements, and set up repeatable processes so we wouldn’t fall behind again."
David, Startup Founder
"I hired Todd for a one-time finance function build-out because we were growing faster than our reporting could keep up. He gave us consistent visibility, and modeled “what if” scenarios that made hiring and expansion decisions feel a lot easier."
Not Ready for a Monthly Plan? We Can Still Help.
Sometimes you need expert financial support for a specific project — not an ongoing commitment. Here are some of the one-time engagements we take on:
Financial Process Optimization
We audit your current processes, identify the gaps, and build streamlined systems that save you time and give you better financial visibility.
Building Out Your Finance Function
Growing fast but your finance infrastructure hasn't kept up? We build it from the ground up — the right tools, reporting structure, and workflows.
Strategic Investment Decisions
Thinking about hiring, expanding, or a major expense? We model the financial impact so you can decide with confidence — not gut feel.
Meet the Founder
Todd Hinson
I'm passionate about helping small businesses and entrepreneurs regain control of their business operations and rediscover the joy of entrepreneurship.
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I have an MBA in Finance and over 10 years of experience in Financial Planning & Analysis (FP&A). I've consulted over 75 solo entrepreneurs, small businesses, and startups, including my mother's law practice.
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I've also worked in Finance for:
$1B Fintech unicorn
