Main St. business advisors

Get the financial clarity & advisor guidance you need to manage your portfolio of businesses.

Designed for Main St.

Rollingwood Capital is a business advisory firm designed specifically for owners who operate a portfolio of service businesses.

We provide a scalable outsourced finance solution to handle the complex needs of a multi-unit operation - it’s like a built-for-you financial “operating system” managed by our team of multi-discipline specialists.

You get one financial suite monthly & direct advisor guidance so you can focus on what you do best.

100+

Data points are inspected monthly

4.5

Average owner hours saved monthly

10

Key drivers of owner earnings

What you get

Financial Reporting

Monthly accounting, accrual basis consolidated & unit-level financial statements.

Blueprint

Accounting data converted into one simplified “big picture” visual monthly deck.

Business Intelligence

Operating unit-level KPI insights extracted from financial, operating, and industry data.

Remote Monitor

100+ data points inspected monthly for cost controls & early irregularities detection.

Advisor guidance

One-on-one calls - forecasts, benchmarking, simulations & goal planning.

Wealth Advisory

Strategies to maximize the wealth-building potential of business ownership.

How it works

  • 1. You offload complexity to us

    We connect to your complex financial & technology stack. Raw financial, operating & industry data is collected & reviewed on a monthly basis.

  • 2. We convert data into insights

    Accounting data is analyzed & translated into economic reality & overlayed with our investment framework by our team of specialists.

  • 3. You get one financial suite

    You get simple and actionable reporting with an easy-to-understand framework and direct access to an advisor.

Why we’re different

We have a few simple beliefs that, in the aggregate, add up to big things.

Owners are masters at their craft. When focused, value is created. Clear measurement is critical to improving performance. Accounting does not always match economic reality.

So our logic is straightforward:

If you offload the burden of financials,
And if you reallocate the time to your craft,
And if you can visualize your true economic progress regularly,
And if you have clarity on the economic levers to pull to maximize performance, Then, we believe, magic can happen.

Case study

  • Your bookkeeper finally delivers your P&L for last year. You immediately check the “bottom line”. In the black, but barely.

    But then you start to think…

    We achieved our revenue target, why isn’t net income higher? And I had to contribute additional cash to fund operations, where did it go?

    What’s really going on here?

  • This is what we call the “accounting reality vs. economic reality” gap for owners.

    Why? Because there is a difference between accounting income (the “bottom line”) and free cash flow and the economic profit reality for Main St. owners.

    We attempt to provide financial clarity and simplicity by measuring what we call Owner Earnings.

One platform. One single point of contact. One financial suite.

What happens next?

Review our qualification criteria

Qualify Schedule a call for approval, pricing, and proposal

Fit call

START

Onboarding

DAY 0

Connect to your financial & technology stack

Guidance from an advisor to simplify the integration process

Alignment

DAY 100

Integration complete. One financial suite calibrated to your operations

Advisor assessments complete & performance roadmap live

First 30-day Guarantee

If we qualify you, and if you decide to cancel the engagement within 30-days, you have the option to get back 100% of the fees paid.

Are we a fit?

  • Owners who operate a portfolio of service businesses and need both reporting unit level P&L’s and consolidated financials.

    • Institutional backed (individual owners only)

    • GAAP compliance required

    • Accounting software other than Quickbooks Online

  • No. Once we’ve completed your books for the calendar year, we will provide everything necessary directly to your CPA or other tax filing professional.

  • We work from Quickbooks Online. We can migrate your accounting data from Xero to QBO. If you prefer to continue using Xero, then we don’t have an option for that.