ZERO: TOLERANCE FOR FINANICAL CHAOS
CME: Chicago Mercantile Exchange Background
YEARS IN HIGH FINANCE
OPERATING DIVISIONS
PORTFOLIO COMPANIES
WHY GREAT WHITE FINANCIAL CONTROLS
NUMBERS DON’T LIE.
SLOPPY BOOKS DO.
Most small businesses don’t fail because of a bad product.
They fail because they couldn’t see what was happening inside their own finances until it was too late.
Late reconciliations, missing categorizations, and fuzzy cash flow visibility are silent killers.
“I learned from trading that you can only manage what you can measure. The same is true in business. Clean books aren’t a luxury – they’re the foundation everything else is built on.”
William Lee, Founder
SYSTEMATIC BY DESIGN
Our processes are built the same way quantitative trading systems are built — rules-based, repeatable, and built to catch errors before they compound.
OPERATIONAL INSIGHT
We don’t just categorize transactions. We understand what they mean. Our team is backed by a firm that operates businesses in logistics, retail, marketing, and agriculture.
NO THEORY. ONLY EXECUTION.
Great White Financial doesn’t teach from slides. We run companies. Our bookkeeping service is built on what actually works in the real marketplace.
PRECISION FINANCIAL SERVICES
Four service tiers built to match your business at every stage of growth — from basic books to full financial control infrastructure.
MONTHLY BOOKKEEPING
Clean, accurate, and on-time. Every transaction categorized, every account reconciled, every month — so you always know where you stand.
– Bank & credit card reconciliation
– Transaction categorization
– Monthly P&L and balance sheet
– Accounts payable/receivable tracking
– Year-end prep and CPA-ready files
CASHFLOW MODELING
Powered by the Cashflow Lab. We build forward-looking cash flow models so you can plan ahead, not just look backward. Critical for seasonal businesses.
– 13-week rolling cash flow forecast
– Seasonal pattern mapping
– Revenue & expense scenario modeling
– Cash runway analysis
– Capital timing recommendations
FINANCIAL CONTROLS
For businesses that need more than bookkeeping. We design and implement internal financial controls to protect your money, prevent errors, and prepare you to scale.
– Expense approval workflows
– Vendor & payment controls
– Fraud prevention procedures
– Chart of accounts optimization
– Monthly close process design
CFO-LITE OVERSIGHT
A fractional financial leadership layer for growing companies that need strategic oversight but aren’t ready for a full-time CFO. Your numbers, interpreted and acted on.
– Monthly financial review calls
– KPI dashboard design & reporting
– Budget vs. actuals analysis
– Lender & investor-ready reporting
– Growth and profitability strategy
WHO WE SERVE
BUILT FOR GROWING BUSINESSES
We work best with business owners who are focused on building — and need a financial partner who can keep up.
>SMALL/MID BUSINESSES
You have outgrown DIY bookkeeping.
> SEASONAL BUSINESSES
You must have cash flow visibility.
> SERVICE BUSINESSES
You are scaling from $250K to $5M revenue.
> DILIGENT OWNERS
You want to understand your business and not just files taxes.
> ENTREPRENEURS
You are preparing to seek outside capital.