Intuit QuickBooks Online — Certified ProAdvisor

QUICKBOOKS BOOKKEEPING & CASH FLOW ADVISORY FOR HEALTH BUILDERS & FRONTLINE HEROES

Get More From Your Bookkeeper

You're building wellness lives or serving on the front lines — but messy books, unpredictable cash flow, and hidden leaks are draining your energy, time, and peace.

We deliver clean QuickBooks Online books you trust + weekly proactive guidance that catches leaks early, gives you clarity, and lets you focus on what matters: helping people and growing without the constant financial stress.

No obligation • No sensitive data needed upfront • Real relief you can feel in weeks

Most Bookkeepers Deliver Reports. I Deliver Real Stability and Growth.

Tired of monthly reports that leave you guessing—cash quietly draining, opportunities missed, and chaos building that keeps health builders overwhelmed and essential workers trapped in paycheck stress?

I deliver more: trustworthy QuickBooks Online books from day one, weekly proactive guidance that catches leaks before they hurt, personalized insights based on your real spending and financial reality, and custom strategies that restore control, strengthen your foundation, and accelerate real progress. Flexible, accessible pricing means tailored help that fits—because I'm committed to doing whatever it takes to move you from financial darkness to thriving confidence, no matter your path.

Start with a Free Help-First Consultation →

Your Dedicated Financial Partner for Health Builders and Frontline Heroes

Rodrigo Guerrero, Profit Growth Advisor & QBO Expert

Rodrigo Guerrero

Founder, Crucible Ledger Co.
QuickBooks Expert
&
Cash Flow Management Advisor

Most health entrepreneurs and essential workers get monthly reports that offer a vague snapshot of their finances—but leave hidden leaks, confusion, and ongoing stress that hold them back from real stability or growth.

But as someone who dives deep into the numbers every day—tracking cash flow patterns, spending habits, unexpected costs, and daily realities—I realized those reports aren't just summaries. They're the key to turning overwhelm into clarity and control.
That insight changed everything. Today, I combine spotless QuickBooks Online bookkeeping with proactive weekly cash flow management, helping people just like you:

  • Truly understand your unique financial picture and habits
  • Spot hidden leaks (like overlooked fees, irregular income, or overspending patterns)
  • Turn real-time insights into personalized strategies that plug the gaps, build security, and fuel steady growth

You get more than accurate books—you get a hands-on partner who watches your situation closely, educates you on the numbers that matter most, and commits to doing whatever it takes to move you from financial chaos to lasting stability and thriving confidence—whether you're scaling a wellness venture or securing a stronger future for your family.

Intuit Certifications

  • Intuit QuickBooks Online — Certified ProAdvisor
  • Intuit ProAdvisor — QuickBooks Level 2 Certified
  • Intuit QuickBooks Payroll — Certified ProAdvisor
  • Trained Bookkeeper Certification
  • QuickBooks Banking — Knowledge Badge
  • QuickBooks Reporting — Knowledge Badge

Verified through Intuit’s ProAdvisor Program.

"Not only were my books cleaned up, but the changes helped me make smarter business decisions. I saw my business differently after working with them. Worth every penny."
— Malik D.

Frequently Asked Questions

What’s the difference between traditional bookkeeping and your approach?
Traditional bookkeeping records transactions and delivers monthly reports that often go unread, leaving hidden leaks, confusion, and ongoing financial stress. We go further: spotless QuickBooks Online (QBO) books are the foundation, but real stability and growth come from proactive weekly cash flow management—watching your unique financial picture in real time, spotting leaks based on your habits and realities, and turning clear insights into personalized strategies that plug gaps, build security, and help you thrive—whether scaling a health venture or securing a stronger personal future.
How does the free help-first consultation work?
It’s a no-pressure 1-hour call where we discuss your situation—your goals, challenges, and financial realities (business, side hustle, or personal). I review your current numbers (if available) or walk through common patterns, then give you honest, actionable insights: where leaks might be hiding, quick wins for better control, and what’s possible for reduced stress and real progress. No data upload needed upfront—just real value you can apply right away, with no obligation.
How exactly do you help increase cash flow stability and overall financial health?
We combine accurate monthly QBO bookkeeping with hands-on weekly cash flow management. We look at your full financial picture together, identify leaks (overlooked costs, irregular patterns, or spending habits), set realistic targets for better flow and security, and implement tailored, actionable strategies that move the needle—all with a commitment to doing whatever it takes. The result: less overwhelm, predictable cash, and the freedom to focus on what matters—growing your health practice or building a secure future.
Who is this best for?
Health builders (wellness entrepreneurs, nutritionists, telehealth providers, small practice owners) and frontline heroes/essential workers (nurses, laborers, teachers, first responders) who feel overwhelmed by messy finances, unpredictable cash flow, or missed opportunities—and are ready for hands-on support to gain clarity, plug leaks, and move toward lasting stability and growth, whether for their venture, side hustle, or personal security.
Is my QuickBooks (or financial) data safe with you?
Yes—100%. We use secure, encrypted access with your explicit permission only, back up files before any work, follow strict privacy protocols, and access only what’s needed for consultations or services. Your data security, confidentiality, and trust are non-negotiable.
How does your pricing work?
Pricing is flexible and impact-focused to make real help accessible. We start with a transparent monthly base fee tailored to your needs and complexity (bookkeeping + weekly cash flow guidance), plus options for performance-aligned elements where applicable. Everything is customized so you only invest what fits your situation—our success is tied to delivering meaningful clarity and progress for you.
Why do you limit availability to just a few clients?
I partner deeply with each person—weekly check-ins, personalized insights based on your unique finances and habits, and hands-on support—so I keep spots intentionally limited to provide the highest level of care and results. Only a select few health builders and frontline heroes get this dedicated attention at a time.
What guarantees or risk reversal do you offer?
We stand behind our work with a straightforward guarantee: if you're not seeing meaningful clarity, reduced stress, or progress after the first month (when following through), you can cancel anytime with no further billing. Our flexible, impact-driven approach means you only pay for value received—we share the risk to ensure real results.
What happens after the free consultation?
If it feels like a fit, we outline personalized next steps (e.g., deeper review or gentle onboarding). If not, you leave with valuable insights and no obligation. Either way, you gain immediate clarity on your finances and practical steps toward stability and growth.
Why focus so much on cash flow instead of just profits or basic bookkeeping?
Cash flow is the lifeblood of real financial security—it powers daily decisions, prevents crises, and creates breathing room for growth or personal goals. Clean books are essential, but mastering cash flow through weekly proactive guidance turns numbers into tools that reduce stress, plug leaks, and help you build lasting stability and thriving confidence—whether running a health business or managing everyday finances.
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Only 3 Client Spots Left This Quarter

I cap new clients to provide white-glove attention — so you can focus on healing, serving, or growing without financial stress draining your energy.

Spots fill quickly: clients gain clearer numbers, less worry, stronger decisions, and sustainable growth.

Claim Your Spot – Free 1-Hour Consultation