Greenville, South Carolina
You know your business. Let your numbers help you plan the next move.
Third Creek Advisory keeps the books accurate and uses them to find you higher margins and clearer decisions — so you can stay focused on what you do best.
Services
Two engagements. One standard of accuracy.
Bookkeeping & Monthly Close
Your books reconciled, categorized, and closed on a schedule you can count on — so the statements are ready when a lender, a partner, or your tax preparer asks for them.
- Bank and credit card reconciliation
- Transaction categorization and review
- Chart of accounts cleanup and upkeep
- Monthly financial statements
- CPA review before the books close
Fractional CFO
Senior financial guidance scoped to the hours you actually need. Forecasting, margin work, and the second set of experienced eyes on decisions that move real money.
- Cash flow forecasting and planning
- Margin and profitability analysis
- Lender- and board-ready reporting
- Budget development and review
How an engagement runs
A short runway to clean, current books.
Assess
A review of your current books, systems, and reporting to see what's solid, what's drifted, and what's missing entirely. You get a plain summary of where things stand before any work begins.
Streamline
Chart of accounts, reconciliations, and the monthly close get rebuilt into a process that runs on a predictable schedule rather than a quarterly scramble.
Advise
Ongoing reporting and CFO-level insight — cash flow, margins, forecasts — so decisions get made against real numbers instead of a gut feel and a bank balance.
About
Numbers you can act on, not just file away.
Most owners can feel how the business is doing. Good financials turn that feeling into something you can plan around — price a job, talk to a lender, decide when to hire.
That's the work: clean reconciliations, a chart of accounts that actually makes sense, and reporting you can hand to a lender, a partner, or your own peace of mind — delivered on schedule.
The practice serves small businesses across Upstate South Carolina and works remotely with clients nationwide.
Get in touch
Tell me where your books stand.
A short call is the fastest way to find out whether this is a fit — what shape your books are in, what you need most, and whether bookkeeping or CFO work makes more sense to start.