Turn Your Financials Into Decisions That Drive Profit
Most business owners don’t need more reports — they need clarity.
Profit Solutions Team provides executive-level financial advisory to help CEOs and business owners understand what their numbers are telling them, focus on the right KPIs, and make decisions that directly improve profit and cash flow.
This is financial leadership — without the cost of a full-time hire.
The Problem
You likely already have financial statements, dashboards, and systems in place — but:
You’re unsure which numbers actually matter
Cash flow feels unpredictable
Decisions are made reactively instead of strategically
KPIs exist...but aren't driving actions
Financial data without interpretation creates noise, not insight.
The Solution
Profit Solutions Team bridges the gap between accounting data and executive decision-making.
We help you:
Identify the few KPIs that truly drive profit
Understand cash flow before it becomes a problem
Translate financial reports into clear actions
Build financial discipline that supports growth
Our Philosophy
Good accounting tells you what happened.
Great advisory tells you what to do next.
Financials should drive behavior
KPIs should be few, relevant, and actionable
Owners deserve executive-level guidance
Systems should support profit, not slow it down
About Us
Executive-Level Financial Insight, Built for Business Owners
Profit Solutions Team was created to solve a common problem: business owners are surrounded by financial information but lack true financial clarity.
Led by Rebekah Alaniz, Profit Solutions Team delivers senior-level financial advisory focused on profit optimization, cash flow clarity, and decision support.
With more than 20 years of experience serving as Controller, CFO, and Director of Finance, Rebekah has worked alongside ownership and executive teams across multi-entity and multi-location organizations — helping leaders forecast accurately, manage cash flow, and make confident financial decisions.
This practice was intentionally built to complement traditional accounting firms. We don’t replace your bookkeeper or CPA — we help you use the information they provide.
How We Work
Advisory-first, not transactional
Executive-level guidance
KPI-driven decision frameworks
Platform-agnostic (Quickbooks, Epicor and more)
Practical, actionable insight
1. Take the Profit Clarity Scorecard
2. Book a Profit Clarity Call
Profit Solutions Team — Where numbers become decisions.
Rebekah Alaniz
About the Founder
Rebekah brings more than two decades of experience in:
Financial strategy & leadership
Cash flow forecasting & optimization
KPI development and executive dashboards
Budgeting, forecasting, and operational planning
Accounting systems and platform advisory
Helping Business Owners Turn Revenue Into Scalable Profit
Services
Advisory Services Designed to Improve Profit
Our services are built for owners who want clarity, structure and better financial decisions
- not more administrative work.
Profit Optimization Sprint
Best for: Owners seeking fast clarity and immediate impact
A focused, short-term engagement designed to identify where profit is leaking and what to fix first.
Includes:
*Review of financial performance and trends
*Profit and margin analysis
*Cash flow assessment
*KPI identification and prioritization
*Executive summary with clear
recommendations
Outcome:
A prioritized roadmap to improve profitability.
Ongoing Financial Advisory & Coaching
Best for: Owners who want consistent guidance and accountability
Executive-level financial support without the commitment of a full-time CFO.
Includes:
*Monthly or quarterly advisory sessions
*KPI review and performance tracking
*Cash flow forecasting guidance
*Decision support for pricing, hiring, and growth
*Financial accountability and structure
Outcome:
More confident decisions, stronger financial control, and fewer surprises.
KPI Dashboards & Reporting Advisory
Best for: Businesses overwhelmed by reports that don’t drive action
We help you define and use KPIs that influence daily decisions.
Includes:
*KPI selection aligned with your business model
*Dashboard structure and reporting cadence
*Guidance on interpreting trends
*Integration with existing financial systems
Outcome:
Clear visibility into what drives profit.
Accounting Platform & Systems Advisory
Best for: Businesses using or evaluating QuickBooks, Epicor, or similar platforms
We provide guidance on setup, optimization, and integration.
Includes:
*Platform evaluation and recommendations
*Reporting and workflow optimization
*Integration guidance across systems
*Recommended tools and solutions where
appropriate
Outcome:
Systems that support insight, efficiency, and profitability.
Services
Profit Optimization Sprint
Ongoing Financial Advisory & Coaching
KPI Dashboards & Reporting Advisory
Accounting Platform & Systems Advisory
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