Why did we have record sales but less cash?
Controller oversight and financial advisory for established, owner-operated businesses.
Book a Clarity CallBookkeeping, Controller oversight and advisory — in one place
We connect the books to the bigger financial picture, so you can make better decisions with greater clarity.
Ongoing bookkeeping
Reliable books that stay current enough to support real decisions.
Controller oversight
A closer look at the details, patterns, and obligations behind the reports.
Financial advisory
Plain-English perspective on what the numbers mean for what comes next.
Revenue is growing. So why does cash still feel tight?
A business can be profitable on paper and still feel cash-tight in practice. The gap usually lives in timing, obligations, project economics, and decisions that were made without the full picture.
01See what's actually happening financially
02Understand profit, cash and obligations
03Decide with clarity
You can receive financial statements every month and still not know what deserves your attention.
Citrine connects the detail to the decision: what is moving, what is stuck, what is due, and what the business can support next.
Your books tell you what happened. Financial clarity helps you understand what it means.
You've outgrown bookkeeping alone.
Citrine works with established owner-operated businesses managing multiple projects, receivables and payables, and a level of complexity that no longer fits in a monthly checklist.
We can manage your accounting directly or work alongside the bookkeepers and CPAs you already trust. The goal is one clear view of how the business is actually doing.
The right financial question often arrives before the right report does.
01Can we afford the hire?
02Why did we have record sales but less cash?
03Which parts of the business are actually making money?
04How much can we safely reinvest?
Support that meets what your business needs now.
Start where the books need help. Stay for the visibility and context that let you lead without guessing.
Financial Foundation Setup
Building organized accounting systems from scratch, so the next decision starts with a solid foundation.
Explore setup 02Financial Foundation Cleanup
Restoring disorganized or unreliable books, with the structure and confidence to move forward.
Explore cleanup 03CLARITY
Ongoing bookkeeping, Controller oversight, and financial advisory for owners who want the full picture.
Explore Clarity
Maxine Kim, CPA
“I help business owners see what their financial information is actually telling them.”
Maxine translates complex financial information into plain English so owners can ask better questions and make more informed decisions.
Read more about Citrine