Book Free 20-Min Discovery Call
Peter Stano, CMA
Peter Stano, CMA · Detroit, Michigan
Financial Clarity Partner · QuickBooks ProAdvisor Advanced

Fortune 500 discipline.
Built for Main Street.

Clean books. Monthly financials. Structured systems. I build financial clarity for founder-led businesses, real estate investors, and creatives who are tired of guessing.

Behind on your books? Let’s discuss your year‑end cleanup.

Book Free Discovery Call Explore Services →

Supports QuickBooks Online and QuickBooks Desktop

~20
Years Fortune 500 Finance
CMA
Certified Management Accountant
QBO
ProAdvisor Advanced

Monthly Financial Package

Know Your Numbers. Know Your Business.™

Categorized Revenue & Expenses Done
Profit & Loss Statement & Balance Sheet Done
Insights from a QuickBooks ProAdvisor & Certified Management Accountant (CMA) Done
Books Closed by 15th Workday Done
P&L Ready Tax-Ready Decision-Ready Tax Tie-Out™
Small Businesses Real Estate Investors Creatives & Artists Franchisees Service Contractors Capital Projects Live Events & Venues
Sound familiar?

These aren’t bookkeeping problems.
They’re leadership problems.

You can’t lead a business you don’t fully understand. Here’s what I hear most — and how I fix it.

You don’t trust your own numbers

Your P&L doesn’t feel right. You’re not sure if you’re actually profitable — or just busy.

→ Categorization of transactions, monthly reconciliation + structured reporting so your financials tell the truth.

Capital investments distort your profit

Large purchases or projects make your income look wrong — overstated or understated.

→ Proper capital vs. expense classification so your P&L reflects reality.

You’re losing deductions every year

Ordinary & necessary business expenses paid personally — uncaptured, untaxed, gone.

→ Accountable Plans and expense capture to reclaim every dollar.

You’re doing books instead of leading

Weekends that should go to growth or family go to QuickBooks cleanup.

→ Delegate the books. Reclaim your role as CEO, founder, and revenue driver.

Tax time is a scramble every year

You chase receipts, over-explain to your CPA, and still get a surprise tax bill.

→ Tax-Ready books year-round. Your CPA works from clean data, not chaos.

You have no safeguards if someone steals from you

The average case of employee theft costs $125,000 — and it’s usually someone trusted.

→ A documented controls framework to protect what you’ve built.

How It Works

From messy books to
confident decisions

A clear path to financial clarity — whether you’re starting fresh or catching up.

1

Discovery Call

20 minutes. We talk about your business and where you are today. Free — no pressure.

2

Diagnostic Review

I review your books, identify issues, and deliver a written Report of Findings. $295.

3

Clean-Up & Setup

Fix the foundation. Catch-up, restructure, reconcile. Systems built right from the start.

4

Monthly Partnership

Ongoing bookkeeping and reporting so you always know your numbers.

Book Free Discovery Call
What Clients Say
“Peter helped us build a show budget that matched our event vision and our resources. We came in under budget, and the event was settled exactly according to plan. Having that structure in place made the whole process easier and gave us confidence in our numbers.”
Lauren RoweExecutive Director, Lakehouse Artist Collective · Seattle, WA

See how I work with creatives & artist collectives →

Start Here

Not sure where
to begin?
Start with the Diagnostic.

Most business owners don’t know exactly what’s wrong with their books until tax time — or until they need financing. By then, fixing it costs more and hurts more.

  • ✓
    Full QuickBooks Online review & assessment
  • ✓
    Written Report of Findings — yours to keep
  • ✓
    Chart of Accounts (COA) & categorization assessment
  • ✓
    Unreconciled accounts identified and explained
  • ✓
    Clear scope of work for any catch-up needed
  • ✓
    1:1 meeting with Peter Stano, CMA to walk through findings
$295
QBO Diagnostic Review & Findings
One-time — no commitment required
  • Full QBO review & written findings report
  • Chart of Accounts (COA) & categorization assessment
  • Defined scope for catch-up / clean-up
  • Tax-readiness gap analysis
  • 1:1 meeting with Peter Stano, CMA
Book Free Discovery Call First →

Already spoken with Peter?

Book Diagnostic Review — $295 →
Find Your Fit

Everything in one place —
pick where to start.

Each page answers one question, so you can get to what matters for your business fast.

Services

Monthly bookkeeping, reconciliation, financial statements, year-end catch-up, and advanced CFO-level work.

Who I Serve

Entity types and industries I work with — from Schedule C to S-Corps, contractors to real estate investors.

Creatives

Artists, bands, and collectives — multiple income streams, show settlements, and grant accounting.

Pricing

Free Discovery Call, the $295 Diagnostic Review, and monthly plans from $249.

Insights

The Knowledge Room — my weekly newsletter, Substack essays, and LinkedIn articles.

About Peter

Nearly 20 years of Fortune 500 finance, now built for Main Street.
Free Every Saturday

The Financial Clarity Letter

Practical bookkeeping insights and the numbers conversations founder-led businesses actually need.

Subscribe Free Visit the Knowledge Room →

Behind on your books? Let’s discuss your year‑end cleanup.

Start with a free 20-minute Discovery Call. We’ll talk about your business, your books, and the clearest path to clean, tax-ready numbers.

Book Free Discovery Call
Already spoken with Peter? Book the Diagnostic Review — $295 →