We run your numbers so you can run your business.
At Black Dog Financial, we turn your financial data into clear insight you can act on, helping you make strategic business decisions. We are your financial department as a service. It all starts with good bookkeeping.
Our Services
Without an in-house finance department, the books get messy, data is scattered, and you’re left to rely only on gut instinct. We bring structure to your financials and insightful data you can use—so you can focus on scalability.
Financial Insights- The Foundation (Tier 1)
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We work with you to deliver reliable financial reports so you can focus on growing your business.
Each month, we deliver a Monthly Client Report—a complete financial package that includes your Profit & Loss, Balance Sheet, and Cash Flow Statement. It’s designed to make it easy to review results, track monthly trends, and understand the story behind the numbers. This is our deliverable to you that translates bookkeeping data into business intelligence.
We also support various levels of AR/AP Management and Payroll Management.
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Clarity creates confidence. A financial dashboard will allow you to see trends and proactively make decisions by taking your financial data and presenting it in a consistent consumable report.
Numbers alone don’t tell the story. Our financial dashboard organizes your financials into a clear, visual format that highlights the metrics that affect your decision-making. It’s the tool that helps you move from “working in the business” to “working on the business”.
It’s financial clarity, customized to the goals you want the company to achieve.
Financial Strategy- Capital Readiness (Tier 2)
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Feel like your financials aren’t in a place to get bank financing?
Banking can be complex, but it doesn’t have to be. Our Banking Concierge service gives you a direct partner to manage the relationship with your bank—negotiating terms, reviewing lending structures, and ensuring you always get the right solutions for your business. From loans and treasury services to account setup and renewals, we simplify the process and advocate on your behalf, so you can focus on running your company.
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Every business reaches a stage where instinct alone isn’t enough. A CFO helps you move beyond intuition — stabilizing the company, guiding strategic growth, and managing risk along the way.
Through structured monthly meetings, you gain the insight, discipline, and foresight of a seasoned financial leader — at a fraction of the cost of hiring one full-time.
Our Financial Strategy Services focus on improving cash flow stability through a 13-week cash flow model and maintaining a rolling 12-month budget that keeps your business financially aligned and prepared for growth.
Financial Partner- Enterprise Readiness (Tier 3)
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Are you preparing to acquire another company or considering selling equity for growth or an exit? Selling or acquiring a business requires more than interest—it requires preparation. Our M&A Readiness service positions your company for a successful transaction by ensuring your financials are clean, reliable, and investor-ready.
There are two major drivers of value: scalability and profitability. To truly understand these, we evaluate leadership, revenue diversity, financial quality, economic factors, and risk management.
We evaluate your company through an M&A Readiness Scorecard, identifying what drives or limits enterprise value. Then we work with your leadership team to strengthen operations, margins, and financial systems — preparing your business to command a higher multiple when it’s time to sell.
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Are you still running parts of your business on outdated processes?
Do tasks take longer than they should, or depend on one key person to get done right?
We help you streamline how your business operates — documenting, refining, and systemizing the critical workflows that drive performance. Through structured SOPs, accountability mapping, and operational reviews, we make your business more efficient, scalable, and transferable. The result is a company that runs smoother today and commands a higher valuation tomorrow.
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Do you ever have your CPA telling you one thing and your banker saying another?
Do your advisors actually communicate with each other — and if they do, are they aligned with your long-term goals?
We act as the central point of clarity for your advisory network. Each quarter, we bring together your CPA, attorney, banker, wealth advisor, M&A consultant, and any other advisor you rely on to align around a single financial strategy. The result is cohesion, transparency, and unified direction across every professional supporting your business.
Zak Sultan
“Gut instinct starts the business. Solid financials scale it.”
“Black Dog Financial was built to turn financial confusion into clarity—and clarity into opportunity.”
Meet the Team
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Let’s start the conversation. Tell us about your business and how we can help.