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SMB NAVIGATOR
SMB NAVIGATOR
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Accounting & Business Advisory Services

Accounting & Business Advisory ServicesAccounting & Business Advisory ServicesAccounting & Business Advisory Services

Helping Entrepreneurs Build Value and Unlock the Wealth Trapped In Their Business

THE ENTREPRENEURIAL JOURNEY

Planning a long road trip?

You wouldn’t just hop in the car and start driving—you’d plan your destination, map your route, budget for fuel and hotels, and ensure your vehicle is ready for a long trip. 


Building a successful business is no different. It’s a journey that requires vision, planning, and thoughtful execution. 


Start journey here

The Hard Truth

The Stakes Are High


  •  Less than 50% of small businesses survive beyond five years 
  • The average small business owner has 80-90 percent of their net worth tied up in their business 
  • Approximately 80% of small businesses that go to market do not have a successful exit. 


But it doesn’t have to be this way! Our mission is to help entrepreneurs build value and unlock the wealth trapped in their business. 

Imagine Where You Can Take Your Business

 What could you achieve with sound strategic and financial insights? 


  •  A clear vision of where your business is going
  • A detailed Roadmap of how to get there 
  • Reporting and monitoring to ensure you stay on track 
  • Clarity and confidence to grow and exit on your terms 


let's Talk about your vision

Unlock The Full Potential of Your Business

  Transform your business into a valuable and sellable asset.


  • Gain clarity and confidence in financial decisions 
  • Build a business that runs without you 
  • Prepare for a successful exit on your terms 
  • Receive expert guidance every step of the way  


Time to Take your chips off the table?

How It Works

The ultimate road trip

 We offer Accounting and Advisory services that stand alone or work together seamlessly. Whether you need support with daily finances or long-term strategy, we’ll meet you where you are and tailor the right solution for your business. 

Accounting Services

  Not ready for big changes? That’s okay. Reliable accounting is still essential. We’ll capture the right data and highlight what matters, giving you a clear view of how your business is doing, and where it’s headed. 

Advisory Services

 Ready to move beyond the basics? Our four-stage "Road Trip" process starts by assessing where you are and where you want to go—then we map the path and ride alongside you every step of the way 

We’ve Got You Covered

Expert guidance tailored to your journey.

 At SMB Navigator, we help small business owners gain control of their finances and build lasting value. Whether you need reliable bookkeeping or a strategic partner for long-term growth, we’ll meet you where you are and move at your pace. We’re a small but effective team led by a founder with 30+ years of financial and strategic experience. Backed by certified accounting pros and a skilled FP&A leader, we work closely with our clients to provide clear insights and practical guidance—so you can make confident, informed decisions every step of the way. 


We don’t just manage numbers—we help you unlock the full potential of your business.

DON’T TAKE OUR WORD FOR IT

See what our clients are saying about us.

  SMB Navigator provides the perfect blend of expertise and patience for an ambitious small business owner. The team is responsive, thorough, and accessible. They are able to meet you where you are while believing in and encouraging your broader vision. And somehow, they do all of this while making you feel like you’re their only client. 




 Tynesia Boyea-Robinson 

President & CEO, CapEQ Advisors 


SMB NAVIGATOR has been a game changer for us! They have helped us instill the focus and discipline necessary to deliver better solutions for our customers, be better stewards financially, and grow our business. If you're looking for a true partner that can help you develop and execute on a course towards success and maximize the value of your business - then you need SMBNAV.



Bill Carroll

CEO, Hoops HR


  When Scott joined our team as a fractional CFO back in 2016, he provided the financial structure and oversight our expanding business demanded. SMB NAVIGATOR was there whenever we needed it, for projects large and small, making it possible for us to expand as needed. Since then, SMB NAVIGATOR created accurate forecasts and helped us implement an operating system to manage the business. I highly recommend Scott and SMB NAVIGATOR.


Frelon Parmer

President, Parmer Supply


  Scott has been working and assisting our business for over 7 years, and his level of knowledge and experience has been more than what we could have ever asked for. He has effectively managed the Finance Department, which has allowed greater insight into our business, and allowed us to focus on more of our core business functions. He has always maintained a high level of respect and professionalism and is an integral part of our business operations. I cannot say enough good things about Scott and his team!


John Menth

CEO


3 Steps to Strategic & Financial Clarity

Step 1: Schedule your free discovery call

Step 1: Schedule your free discovery call

Step 1: Schedule your free discovery call

 Let’s talk about what’s going on in your business—whether it’s a challenge you’re facing or an opportunity you want to explore. We’re here to listen, learn, and determine how we can best help you. 

Step 2: We create an action plan

Step 1: Schedule your free discovery call

Step 1: Schedule your free discovery call

 Based on your goals and the current state of your business, we’ll create a clear action plan with flexible service options and transparent pricing, so you know exactly what to expect and how we can assist you. 

let's get started

Step 3: Focus on running your business

Step 1: Schedule your free discovery call

Step 3: Focus on running your business

 With a clear plan in place and expert support alongside you at every step, you can stop worrying about the numbers and focus on doing what you do best—growing your business with confidence. 

Running a small business is a bold journey, and you shouldn’t have to go it alone. At SMB Navigator, we turn uncertainty into clarity and momentum. With expert accounting and advisory support, we help you unlock your business’s true potential, fuel sustainable growth, and move forward with confidence toward the future you envision 

Copyright © 2025, SMB NAVIGATOR. All Rights Reserved.

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