You have the Dream.

We'll Bring the Expertise.


We know how hard it is to focus on growing your company. The nagging fears around cash and profitability, not quite knowing where your business stands, etc. These worries alone can make it almost impossible to decide where you want to go and how to get there. You can become paralyzed by the uncertainty. Clearing up that uncertainty, and understanding fully where you are, lets your mind become free to wander. It’s in that place where your best ideas come and increased growth and profit soon follow.

CAP3 was founded specifically to give small business owners peace of mind. It all started 12 years ago, when Rob was working in a small CPA firm. A client came in to discuss his tax returns and was shocked to see how much he owed. “You had a great year” replied Rob’s boss, “and with that, unfortunately, comes taxes”. The problem was the business owner had already committed to buying a new piece of equipment and had spent a large portion of his cash, and now, was facing a very large tax bill. As the client was leaving, he mentioned that he wished he would have known that he was going to owe such a significant amount. That day CAP3 was born.

We are not a CPA firm, we're not a consulting firm, and we're not virtual CFO’s. We are whatever our clients need us to be. We aren’t afraid to roll up our sleeves and get dirty. Need a bookkeeper? No problem. Need someone to pay your bills? Done. Having problems with suppliers? We’re on it. Want to bounce some ideas for growth off of people who have seen it happen? Just ask.  

You are not alone. Every business owner faces these kinds of challenges. So join our community and talk with 20+ entrepreneurs who have been in your shoes. We are just as invested in your growth as you are. Our team is your team and our experience and combined knowledge is your experience and combined knowledge!

If you’ve been seeking clarity around how your business is doing, if cash flow issues have been keeping you awake at night, or if you want to be supported by a team of experts and a community of business owners, reach out for a consultation today. Your business will never be the same afterward!




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Missy | Twisted Wares

"I had no desire for numbers. My business grew from my kitchen table to a global scale! I knew I needed someone who could manage my financials well and explain that part to me in a way that I understand. CAP3 was that solution! Weekly reports, cash budget updates, in a timely fashion that I actually understand!"

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Zach | Freaker USA

"I wanted to concentrate on selling stuff, branding and doing the things I'm good at, while CAP3 is great at  handling the numbers!"         

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Josh | Huify 

"Some of the benefits of CAP3 are that they help streamline our company and help us get through all of our  problems! Now, everyone has this sense of transparency, we know where we are and where we are going all because of CAP3's involvement!

Cash budgets management CFO

Daily and weekly cash account monitoring and budgeting

Cash projections up to 13-weeks on a rolling basis

Simplified cash flow reports to help you see where your money went each month

Accounting reports correction, internal training,  outsourcing CFO

Review & correction of current books

Training for your internal accounting department

Implementing the best policies that help keep you on track

Business Intelligence, external CFO outsourcing finances

Financial statements such as Profit & Loss and Balance Sheets that are guaranteed accurate

Development of annual goal-based budgets to ensure you can achieve your ownership dreams

Custom dashboard displays to measure key metrics & vitals in a way that makes sense to you

Strategic Planning, Consulting, advice, investment

Tax planning and preparation options

Business planning to help you figure out where you want to go and how to get there

 5-year strategic budgeting and goal development