Where accounting ends, decision‑making begins.
Stonewall Insights turns your financial statements into clearer decisions, stronger cash flow, and a plan for what comes next.
You have financial statements. But do you have financial clarity?
Most growing businesses have a bookkeeper and a CPA. The owner is still left asking:
- 1Why is revenue growing while cash feels tight?
- 2Which customers, products, or locations actually make money?
- 3Can we afford to hire, expand, or invest?
- 4What should next year look like?
- 5Are we building something a buyer would pay for?
Accounting tells you what happened. Stonewall Insights tells you what it means and what to do next.
See the cash crunch 13 weeks before it arrives.
A rolling 13-week cash forecast is the most useful tool most owner-led businesses don't have. Move the controls to see how small changes ripple through the bank balance.
Strategic finance, without the full-time CFO.
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Monthly financial review
Turn your P&L, balance sheet, and cash flow into a clear operating conversation each month.
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Management reporting & dashboards
Reporting packages leadership actually reads, delivered on time.
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Budgeting & forecasting
A forward-looking plan, so you see what's coming before it becomes urgent.
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Cash flow planning
Working capital, debt, vendor timing, and a 13-week view of liquidity.
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Profitability analysis
Find which customers, products, and locations create value, and where margin is leaking.
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Decisions & exit readiness
Pressure-test hiring, pricing, expansion, and financing. Know your EBITDA, add-backs, and what a buyer will scrutinize.
The numbers worth watching every month.
Every engagement includes a monthly dashboard built around the handful of metrics that drive your business. Click through the months to see how it reads.
Green: on track · Gold: watch · Red: act now. Your dashboard is built around your business, not a template.
Built for owner-led businesses with real complexity.
in annual revenue, with enough moving parts that the numbers stopped explaining themselves.
- Multiple revenue streams, or inventory, labor, or project-level complexity
- Seasonality or cash flow pressure
- Monthly reports that are late, messy, or not useful
- A sale, acquisition, or major growth decision ahead
Diagnose. Build. Advise.
Diagnose
Review your financials, systems, reporting process, and biggest decision points.
Build
Create the forecast, dashboard, model, or reporting cadence your business needs.
Advise
Meet regularly to review performance, pressure-test decisions, and adjust the plan.
Two ways to engage.
Fractional CFO
Monthly retainer · predictable fee
Ongoing finance leadership, built into how you run the business.
- Monthly close review
- KPI dashboard
- Rolling forecast and cash planning
- Standing monthly meeting
- On-call support for decisions as they come up
Best for: businesses that want a finance partner, not just a report.
Focused project
Fixed scope · price agreed up front
A specific deliverable with a clear scope, timeline, and price. For example:
- Annual budget
- 13-week cash model
- Profitability study
- Reporting package
- Sale-readiness prep
Best for: a specific need or decision.
Not sure which fits? That's what the intro call is for. Every engagement is scoped to your business before any work begins.
Corporate FP&A discipline. Operator-level experience.
I'm Colin Smitham, founder of Stonewall Insights. I worked in corporate FP&A at American Airlines, where I supported a $720M annual operating budget, and served as Controller inside a Dallas manufacturing business, where the numbers meet the shop floor.
I started Stonewall Insights to give owner-led companies the financial clarity larger companies take for granted: practical reporting, forward-looking plans, and a finance partner who turns numbers into better decisions.
Ready to make better decisions from your numbers?
The first step is a 30-minute conversation about your business and what's unclear today.
Book an intro call