ACCOUNTING & CASH GUIDANCE FOR OUTDOOR RETAILERS
Build a clearer plan for inventory, owner pay, taxes, and everyday expenses.
Your bank balance doesn’t tell you what’s already spoken for. We combine ongoing accounting with a custom Profit First plan and monthly guidance to help you organize your cash and make more informed spending decisions.
Not ready to talk? Attend the free workshop or download our financial mistakes guide.
🧭Running an Outdoor Store is an Adventure…
Your store is making sales. Why does cash still feel tight?
Inventory orders, supplier payments, operating expenses, and taxes all compete for the same money. Paying yourself can become whatever is left over.
Even with money in the bank, it can be hard to tell what’s available to spend.
We help you connect accurate accounting with a practical cash-allocation routine—so inventory, owner pay, taxes, and operating expenses each have a place in your plan.
👋Hi, I'm Jacob Curtis, CPA
You need an accountant who understands that cash sitting in your bank account may already be committed to your next inventory order.
I’m a CPA and Certified Profit First Professional. My team and I provide accounting services and practical cash guidance for independent outdoor retailers.
We help you understand your numbers, build a custom allocation plan, and put it into practice—with a dedicated setup meeting, monthly meetings, and support through our client portal.
🤝Here's How We Work Together:
Assess — We bring your books current and review your financial position, cash commitments, and priorities. Your assessment begins as soon as the required accounting is complete.
Allocate — We create your custom Profit First plan and specify the bank accounts to open. You open the accounts, then we guide you through the allocation process in a dedicated setup meeting.
Review — You make the transfers. We provide monthly meetings, review the plan with you, and adjust it as your business changes. Portal support helps you work through questions between meetings.
🎁What You Receive:
-
Ongoing accounting and monthly financial reports.
-
A written custom Profit First plan.
-
Instructions for the accounts to open and how to allocate your cash.
-
A dedicated setup meeting to guide your first allocation.
-
Monthly meetings to review your numbers, allocations, and next steps.
-
Support through our client portal.
Once setup is complete, regular allocations typically take about 10–15 minutes each week. You remain in control of your bank accounts and make the transfers.
Your written proposal specifies the accounting, payroll, and tax services included, along with your custom monthly fee and any required cleanup work.
Your first 90 days
Within 90 days of accounting readiness, we’ll deliver your plan, guide account setup, and support your first allocation, provided you meet the client deadlines agreed during onboarding.
Accounting readiness means your books are current and reconciled through the latest completed month, with material questions affecting the plan resolved. We confirm that date and your implementation schedule in the portal. Client delays may extend the schedule.
🤑How One Retailer Established a Weekly Cash Routine.
From unclear spending to a weekly cash routine
When TSB began working with us in January 2023, their books were current, but they lacked a clear picture of where their money was going and what they could afford.
We provided ongoing accounting and a custom Profit First plan. Within 30 days, they had opened five additional bank accounts and completed their first allocation.
They established a weekly routine for allocating cash to inventory, profit, owner pay, taxes, and operating expenses, supported by our ongoing guidance.
This describes one client’s implementation experience. Your schedule will depend on accounting readiness and completion of the agreed setup steps.
🗯️What Our Clients Say
"Jacob and his team have made an incredible difference in our business. The clarity we now have in our finances has been a game-changer."
— Kevin, Northwoods Outfitters
"I love working with you on both compliance and Profit First strategy — it's made a real impact already."
— Karly, Cherrywood Adventures
"After working with three other accountants, we finally found the perfect fit."
— Denise, Daniels Wild West
🏔️A plan you put into practice—
with help along the way.
You won’t receive a worksheet and be left to figure it out.
We provide the plan and account instructions. Before your setup meeting, a short portal checklist helps confirm that your accounts are open, online access works, and transfers are enabled.
Our goal is to guide your first actual allocation during that meeting. If you aren’t ready, we demonstrate the process and follow up to confirm completion.
Monthly meetings and portal support continue afterward.
Our service commitment
If an agreed deliverable is incomplete because of something within our control, we’ll complete or correct it at no additional charge.
😁Let’s talk about your store.
Tell us where cash feels uncertain and what you want help with.
On our first video call, we’ll discuss your business and determine whether we’re a good fit. If we are, you’ll receive a written proposal with your scope, custom price, and implementation roadmap.
We’ll then meet again to answer questions and confirm next steps.
📅Book a Financial Clarity Call
But first tell us a little about your business.
📆 Book a Financial Clarity Call
Tell us a little about your store so we can make our conversation useful.
You’ve already used your call!
I’m glad we’ve had the chance to connect. To continue working together or to book a follow-up, please use the link below to schedule a paid session.
I’m here to help you move forward with clarity and confidence.
Book a Paid Consultation Call below:
Thanks for taking the time to answer those questions.
Based on your answers, we’re probably not the best fit right now.
Our firm works exclusively with U.S.-based businesses looking for ongoing support and a structured process, rather than one-time or urgent filings.