Bookkeeping and financial reporting for Tampa Bay small businesses. Clean books, closed on time, plus the option to see your numbers in an online dashboard instead of a PDF three weeks after the fact. Big company reporting, built for a business your size.
Serving Tampa, St. Petersburg, Clearwater, Brandon, Riverview, Lakeland, and the greater Tampa Bay area.
Sample data from a demo roofing company
The gap
Most small business owners get their financials weeks after the month closes, in a format that answers a tax question but not a business one. Revenue is one line. Expenses are a few big buckets. Nothing tells you which work was worth doing, which customers actually pay, or whether next month is going to be tight.
That is not just a bookkeeping problem. Clean books are the starting point, not the finish line. The value is in what the numbers tell you once they are clean.
See your numbers
Starting at the Insight tier, your books feed an online dashboard you can open from your phone. Not a report you wait for. A place you look.
Most financial reports tell you what happened. This one tells you where it happened.
Every job, with what it brought in and what it cost to deliver. Which jobs ran over and by how much. Where your margin holds up and where it quietly disappears. Labor, materials, and other costs tracked over the year so a bad trend shows up while you can still do something about it.
It updates every month as your books close, so what you see reflects where your business actually stands. No spreadsheet to maintain, nothing to install. You get a login and it opens in your browser.
Revenue, cost, and margin for every job, not just a company total.
Job costing for contractors. Service line, location, or customer profitability for everyone else.
Phone, tablet, or desktop. No waiting on a month-end email.
Services
Categorized transactions, reconciled accounts, and financial statements you get by the 15th. Bank and card feeds cleaned up, vendor rules built so it stays clean, and a real person who answers when you have a question about a number.
Job costing for contractors, service line profitability for everyone else. Your chart of accounts gets restructured so costs attach to the work that created them, then it feeds a dashboard you can actually use.
Behind by months or years? Undeposited funds a mess? Your books get rebuilt, reconciled back to the bank, and handed off in a state your CPA will actually thank you for.
How it works
A 20-minute call. Tell me what you run, how the work comes in, and what you wish you knew. No pitch deck.
I get read-only access to your books and send back a written diagnostic: what is broken, what it costs to fix, and a flat monthly quote. Free, and yours to keep whether or not you hire me.
Cleanup happens, your reporting gets structured, your dashboard goes live. Then monthly close runs on a fixed cadence and you stop thinking about it.
Pricing
One mispriced job or one missed deduction costs more than a year of knowing your numbers.
Clean books, closed on time
$250 – $350
Per month
Best for owner-operators and single-location businesses.
See where the money is actually going
$350 – $550
Per month
Best for businesses running multiple jobs, crews, or service lines.
Numbers that drive decisions
$550 – $900
Per month
Best for established businesses at $2M and up.
Fractional CFO engagements are available for owners planning a sale, opening a second location, or pursuing financing. Custom scope.
Most engagements begin with a one-time onboarding, and if your books need cleanup, that is quoted separately. You get the exact number in your free diagnostic before you commit to anything.
Not every trade earns evenly across twelve months. Quarterly and annual plans are available for lighting, landscaping, pool service, and other seasonal operations, scoped the same as the monthly tiers. Tell me how your year actually runs and I will match the billing to it.
Pricing reflects transaction volume and complexity · Monthly, quarterly, or annual billing · Cancel with 30 days' notice
Who I work with
A roofer thinks in squares and tear-off. A pool service company thinks in routes and recurring revenue. A plumber juggles service calls against new construction. Generic bookkeeping treats all of it the same way, which is why the reports never tell you anything.
Trades are where I do my deepest work, but if you run a small business in Tampa Bay and your books need a real owner, let's talk. Not a trade at all? Here is the same reporting built for a lash studio, where the numbers that matter are repeat clients rather than jobs.
About
Matt Statler, founder
I'm Matt Statler. I have spent my career in finance and accounting at a Fortune 500 company, in internal audit, treasury, and financial planning roles across the Middle East, Asia Pacific, and corporate headquarters. Most of that work came down to one thing: taking operational data and turning it into numbers a decision maker can use.
I also build furniture in a shop I built myself, and I have run a couple of small businesses of my own. I know the difference between a spreadsheet that looks right and a job that actually paid.
Small business owners deserve the same quality of reporting a corporate finance team gets.
The math is not harder. Nobody has bothered to build it at this scale. That is why Statler Business Advisory exists.
Questions
For most engagements, yes. QuickBooks Online is what the cost structure and the dashboard are built on. I set your subscription up through my ProAdvisor account so you get a discounted accountant rate — billed to you directly by Intuit, with no markup from me. Which plan you need depends on whether you want job-level tracking, and you will have the exact number before you sign anything.
No. I keep your books accurate and hand your CPA a clean file. If you need a CPA, I can refer you to people in Tampa Bay who do good work.
You get a login. It opens in a browser on your phone, tablet, or desktop. There is no software to install.
That is most of the files I see. The free diagnostic tells you exactly how bad it is and what it costs to fix, before you commit to anything.
Based in Brandon, serving Tampa Bay. Work happens remotely, which keeps your cost down and means you are not scheduling around a visit.
No long-term contract. Month to month, cancel with 30 days' notice.
Get started
Twenty minutes on the phone, then a free written diagnostic of your books. No obligation, and the diagnostic is yours to keep either way.
or send me the details and I will come back to you
