Smart bookkeeping
Organized books, ready for strategic analysis — not just to keep the tax office happy.
Know exactly where your cash is — every week.
Most businesses fail from poor cash-flow management. Yours won't — we project it every week and turn your data into clear reports with AI and real CFO strategy, so you decide with certainty.
Fractional CFO for Spanish-speaking businesses across Florida.
The problem
Steady sales. Unclear cash.
Your business generates steady sales — but it's not always clear how much cash you actually have available each week. Will it cover payroll, suppliers, and taxes? In 30 days, you'll know exactly.
Cash available
$67.4k+12%
Accounts receivable
$125k−8%
Inventory
$89k+5%
Working capital
$281k+18%
One balance
All your accounts, one clear balance
Every bank account consolidated into a single, trustworthy view — updated continuously.
Total balance
$191,246.00
Main account
$32,566.00
Operations
$108,840.00
Reserves
$49,840.00
Cash-flow preview
See next week before it happens
A 12-month projected cash balance, real-time working capital, and automatic liquidity alerts — so you anticipate instead of react.
Services
Beyond bookkeeping — real CFO services
Cash-flow forecasting
Weekly visibility of real cash, so you anticipate problems instead of reacting when it's too late.
AI financial reporting
Clear dashboards that turn accounting data into executive decisions, with predictive analysis.
Fractional CFO
Executive financial strategy and senior leadership — without the cost of a full-time CFO.
Financial modeling
Growth scenarios and valuation to raise capital and make informed investment decisions.
CFO dashboard
A live executive dashboard connected to QuickBooks and your banks — your numbers, in real time.
Before / after
From spreadsheet chaos to one clear dashboard
Before
Finance_Report_FINAL_v3_REVISED_USE_THIS.xlsx
#REF!Broken formulas
#VALUE!Missing data
?No one trusts the numbers
After
Executive Dashboard · Q1–Q2
✓Zero formula errors
✓Synced to QuickBooks & banks
✓Decisions in seconds
Trusted by
Growing businesses across Florida
—
Financial models built
—
Capital structured
—
Cash flow projected
Results
Owners who finally see their numbers
“Before, I had no control over my cash flow. With YCM I now have a weekly financial projection and make decisions with real data, not guesses.”
Owner · Sushi Sake
“Our financial reports were chaos in Excel. Now I get executive dashboards that show me exactly my liquidity and profitability.”
Owner · Love Kava
“YCM gave us the strategic CFO we needed without a full-time hire. We went from reacting to anticipating, with real financial forecasting.”
CEO · Partner Group
“Having a fractional CFO changed everything. Now I understand my P&L, control my working capital, and plan growth with confidence.”
Owner · CannaVibe
Start your financial diagnosis
In 30 days you'll know exactly what your cash flow can cover. Let's talk — no spreadsheets required.