Helping small to medium sized business owners build assets over glorified jobs that give them their time, freedom, and opportunities they never imagined.
This is done by making sure the numbers actually tell the truth; clean books, clear cash flow visibility, and plain-language insight so owners can stop guessing and start making decisions that help them grow and scale to unbelievable heights.
Show more
4 customer reviews
Terry
We sent 3 clients to The Financial Game Planner for multiple services.
The Financial Game Planners bookkeeping services are so organized it made it much easier for our company to create a tax plan that will save our client $25,000 in taxes for 2023.
They helped another of our small business clients obtain $50,000 in funding within 3 months of working with them. I highly recommend working with The Financial Game Planner.
More...
Reply from The Financial Game Planner
Thank you so much for your kind words. We enjoy working with you and helping your clients achieve their goals!
Tiffany
I was so happy to have connected with Alisha! She set up my business with Quickbooks online three months ago and with the monthly financial reports she runs, I have finally been able to detect what areas I should scale and what services I should focus more on marketing. My tax preparer was also so very happy and impressed with how organized my books were because he was able to spend time doing my taxes instead of cleaning the books before he did my taxes! More...
C. Woods
Alisha Martin was incredible in assisting me with business consulting. Her need to make sure every detail was conveyed understandably made it easier to get what I needed done sufficiently. I will also work with her in all of my business endeavors. More...
Reply from The Financial Game Planner
Thank you for your feedback. I look forward to continuing to assist with your businesses endeavors.
Tiesha Baldwin, EA
Working with Alisha is a pleasure. She is very knowledgeable and answers my questions in a way I can understand. Alisha is assisting me with my short and long-term business financial goals.
Reply from The Financial Game Planner
Thank you for your feedback. I look forward to continuing to assist with your businesses endeavors.
What kind of accounting services do you provide?
I provide financial foundation and clarity services for small to mid-sized businesses. This includes clean financial reporting, reconciliations, cash flow visibility, and plain-language insight into what the numbers are actually saying. My work goes beyond record keeping, I help owners understand their financial position so they can make informed decisions and build a stronger business.
Why is it so important for businesses to hire a great accountant?
Because most business problems show up in the numbers long before they become obvious in real life. When financials aren’t accurate or clearly understood, owners are forced to guess and scaling cannot be done by guessing. A great accountant ensures the numbers are reliable and helps translate them into insight, which is essential for managing cash flow, planning growth, and avoiding unnecessary stress.
What do you love most about your job?
I enjoy bringing clarity to situations that feel overwhelming for business owners. When someone finally understands why cash feels tight or what the numbers are telling them, you can see the relief. I enjoy giving business owners a path forward and helping them get unstuck.
What inspired you to start your own business?
Over time, I saw how many capable business owners were working extremely hard but didn’t have clear financial visibility. I started my own business to give owners access to clean financials and clear explanations so they could stop running on instinct alone and start building something sustainable and scalable, an asset that can eventually pay them back once they are ready to retire.
Why should our clients choose you?
Clients choose me because I don’t just provide reports, I provide clarity. I combine accurate financial reporting with a practical, real-world understanding of how businesses operate. I also bring buy-side financial analysis experience, which helps me look at numbers through the lens of growth, scalability, and long-term asset value, not just compliance
Can you provide your services online or remotely? If so, please add details.
Yes. I am 100% virtual and work with clients remotely. This allows for flexible communication, timely reporting, and efficient collaboration without geographic limitations. Many clients find this approach faster and more convenient than traditional in-office services.
What changes have you made to keep your customers safe from Covid-19?
I am currently 100% virtual. This has not only kept clients safe, but has also increased productivity. Working remotely allows me to review financials and complete analysis outside of traditional business hours, resulting in faster turnaround times and more consistent support.
Financial Foundation & Reporting/Bookkeeping
What this is:
The financial infrastructure that gives you clean, reliable numbers you can trust.
What’s included:
- Accurate transaction recording and categorization
- Monthly bank and credit card reconciliations
- Clean Profit & Loss, Balance Sheet, and Cash Flow reports
- Structured review process to ensure accuracy and consistency
What this gives you:
Confidence that your numbers are correct so decisions aren’t based on guesswork.
Financial Clarity & Insight/Financial Statement Report
What this is:
Turning financial reports into clear, plain-language insight.
What’s included:
- Written or verbal explanation of what the numbers are showing
- Month-over-month trend analysis
- Identification of profitability drivers and expense pressure points
- Context around why cash or margins may feel tight
What this gives you:
Understanding of what’s happening and why.
Cash Flow Visibility & Control
What this is:
Clarity around how cash actually moves through your business.
What’s included:
- Cash flow snapshot based on current financials
- Identification of timing gaps, leaks, and pressure points
- Explanation of why cash feels tight even when revenue looks strong
- Practical insight on improving cash flow awareness and control
What this gives you:
Fewer surprises and more control over day-to-day financial decisions.
Growth Readiness Review
What this is:
A financial check-in focused on whether your business is positioned to grow and scale.
What’s included:
- Review of financial stability and consistency
- Insight into whether margins and cash flow support growth
- Identification of financial gaps that could limit scaling
- Buy-side informed perspective on what matters most for long-term value
What this gives you:
Clarity on what needs to improve before you grow so growth strengthens the business instead of stressing it.
