It's usually not an effort problem. No one ever showed you where the money is going, or helped you act on it. I help service business owners doing $750K to $5M find the leak, make the hard calls, and build cash flow they can see coming.
Traditional accounting only looks backward. By the time a report lands on your desk, the decision has already been made, on instinct.
Waiting weeks for last month's numbers. Making major hiring and investment decisions based on gut feel. Books kept to satisfy the CPA at tax time, accurate enough for April 15th, useless for the decision you have to make this Tuesday.
We separate daily record-keeping from the real work. Automation and the right AI-enabled tools keep your books clean and current in the background, so every conversation can focus on what matters: where your money is going, the decisions that will fix it, and actually getting them done.
The work follows one simple arc. Find where the money is going, decide what to change, and take action. Clean books are how we find it. The decisions and the follow-through are how it gets fixed.
Books that are clean, current, and automated, so the numbers you look at on Tuesday reflect what happened Monday. We find the leaks: the thin-margin work, the costs that crept up, the cash that disappears.
Margin by service line. Cash flow you can see coming. We decide the handful of moves that actually change the result: what to price, what to cut, what to chase, and what to stop doing.
Decisions only matter if they happen. We put them into motion and track them month over month. A business run this way also becomes more valuable over time, whether you ever sell or not.
"Most owners' books are optimized for April 15th. I optimize yours for the decision you have to make this Tuesday."
Every engagement starts by finding where your money is going. Everything after is making the decisions that fix it, and acting on them.
Clean, current, automated books, built with the right AI tools. The foundation every good decision stands on: numbers that are accurate and ready the day you need them, not at tax time.
See your cash weeks ahead, not weeks late. Decide whether you can hire, buy, or expand before you commit, with the numbers to back the call.
Margin by client, project, and service line. See exactly what's making you money, what's quietly draining it, and what to raise, cut, or walk away from.
A senior financial partner in the room for the decisions that move the business: pricing, hiring, cutting, investing. The judgment to act, not just another report.
When the time comes, every decision made with a buyer's eye. As a CEPA, Jeff builds toward a valuable exit, years before you're ready to leave.
For tax CPAs and M&A brokers who need a client's books cleaned up and decision-ready before a filing or a deal. I fix the books; I don't do the tax.
Before we ever talk, find out where you stand. The Working Numbers Score is a 4-minute self-assessment that shows how hard your numbers are working for you, and hands you your first two fixes.
Works with QuickBooks, Xero, FreshBooks, Wave, the assessment adapts to whatever runs your books.
Your score, 0 to 100, with a breakdown across all five categories and what to fix first.
15 questions, 4 minutes. See how hard your numbers are working, plus your first two fixes.
A 2 to 3 week sprint: your books cleaned and diagnosed, margin by service line, your first owner's dashboard, and the decisions to make in writing. Fixed fee, credited toward your first month if you continue.
Clean, current books with a monthly owner's dashboard, up through CFO-level cash forecasting, profitability work, and the hard calls made with you every month.
If your business is making real revenue but the profit isn't there, or the cash never seems to add up, that's exactly who I help. You don't need a full-time CFO. You need someone to find the problem and help you fix it.
Sweet spot revenue range
$750K to $5M"I'm not an accountant who picked up business advice along the way. I'm an operator who has spent a career fixing businesses, and the fix almost always starts with the numbers."
Jeff Horn has sat on every side of the table. He spent years advising the owners of main street companies, and then became one: he bought a home-services franchise, ran it on the numbers, grew it to #4 in a national network, and sold it. That operator-to-exit arc is the playbook he brings to owners whose growth has stalled, whose profits have thinned, or whose business consumes more than it gives back. The pattern repeats for a reason, and it's rarely the owner's effort. It's that nobody ever built them a financial engine they could actually run the business with.
That's the difference between bookkeeping and management. A dashboard isn't decoration, it's the difference between knowing your margin slipped in week two and finding out at tax time. Jeff founded Davidson Value Advisors to give growing service firms what big companies take for granted: numbers that arrive in time to matter, organized around the decisions that have to be made. Today that engine includes appropriate AI, tools that take the manual work out of keeping books current and surface the trends worth acting on, applied with an operator's judgment about what actually matters.
As a Certified Exit Planning Advisor (CEPA) through the Exit Planning Institute, Jeff brings the Value Acceleration Methodology to every engagement, a buyer's-lens discipline that makes businesses more valuable whether or not they ever sell. As a QuickBooks ProAdvisor, he builds the accounting foundation that methodology depends on. The bookkeeping and the advisory aren't separate services. They work together, by design.
Davidson Value Advisors also serves as a reliable resource for M&A brokers and tax CPAs who need their clients' financials perfectly organized before a transaction or year-end filing.
If you're tired of working hard and not seeing it in the bank, let's talk. A straightforward conversation is where every engagement begins.
Not ready to talk? Get your Working Numbers Score first, it takes 4 minutes.
Charlotte / Lake Norman roots, serving clients nationwide