Financial intelligence for small business

Your numbers are a map. Most owners are driving blind.

We turn your financial records into a route you can actually follow — so every decision moves you toward where you're going, not just away from where you were.

Lat · BuildLong · GrowBearing · Succeed
The instrument

Your books, read like a dashboard.

The Financial Command Center™ scores your business, reads the month in plain English, and hands you the next move — updated live from QuickBooks.

See the Compass Score™ →
N 00 · The belief

A business's financials aren't a report card. They're a road map — and we're the firm that reads it with you.

Build. Grow. Succeed.

Bookkeeping tells you where you've been. We use those same numbers to show you where you are, name the road ahead, and keep you moving. That shift — from record-keeping to Financial Intelligence — is the whole of what Dexton-Livvy does.

The instrument

The Compass Score™

One number, 0–100, for how ready your business is to make its next move — measured across six points of executive readiness. It's a conversation starter, never a grade.

0–100Six points · scored 0–4 each · reviewed each quarter
N 01 · Direction

Direction

Do we know where we're going?

N 02 · Foundation

Foundation

Can we trust the business beneath us?

N 03 · Visibility

Visibility

Can we clearly see what's happening?

N 04 · Decision

Decision

Can we make confident decisions?

N 05 · Capacity

Capacity

Can we support the future we're building?

N 06 · Execution

Execution

Are we consistently moving toward our North Star™?

The route

The Business Navigation Method™

Three stops that turn a pile of transactions into a business you can steer — the discovery, the dashboard you live in, and the guide who rides with you.

Stop 01

The Business Navigation Review™

We open the books, run your Compass Score™, and name the one or two Roadblocks™ standing between you and the road ahead.

The discovery
Stop 02

The Financial Command Center™

Your live dashboard: financials, cash position, the KPIs that matter, and the Executive Intelligence Brief™ — a plain-English read of what the numbers are telling you this month.

The dashboard
Stop 03

Your Executive Guide™

A trained advisor who rides with you — translating the numbers into decisions and holding you to the Next Turn™ you commit to each session.

The guide
The body of knowledge

The Business Navigation Series™

Underneath the score, the dashboard, and the guide sits a complete doctrine — fifteen volumes on turning financial information into executive leadership. It's what makes our method a method, not a hunch.

15Volumes
142Chapters
6Compass points
The membership

Memberships, not packages.

You don't buy a service and file it away — you join a system and travel with it. Every tier includes everything below it. The difference as you climb isn't more bookkeeping; it's more leadership access.

Build

Foundation Membership™

“I trust my financial foundation.”

$600/mo
Up to 150 monthly transactions · 3 accounts
What's included
  • Monthly bookkeeping
  • The Financial Command Center™ — your live dashboard
  • Monthly Executive Intelligence Brief™
  • Email support

For businesses establishing reliable financial systems.

Most chosen Grow

Growth Membership™

“I understand what my business is telling me.”

$1,250/mo
Up to 400 monthly transactions · 6 accounts
Everything in Foundation, plus
  • Quarterly Executive Navigation Sessions™
  • A quarterly Navigation Map™
  • Cash-flow forecasting
  • KPI tracking & review
  • Strategic planning support

For businesses actively scaling, ready to make better decisions.

Succeed

Leadership Membership™

“I'm leading.”

$2,500/mo
Up to 800 monthly transactions · 10 accounts
Everything in Growth, plus
  • Executive Guidance™ — continuous access + monthly Executive Strategy Calls
  • Annual Business Navigation Review™
  • Scenario planning & strategic financial modeling
  • Budget planning & CFO-level guidance
  • Priority access

For established companies and owners leading growing organizations.

Every membership starts with a $495 Business Navigation Review™ — credited to your first month. Not sure which tier fits? The Review is how we match you. No guesswork, no pressure.

Add to any membership

Payroll and cleanup, when you need them.

Add-ons layer onto any membership and are always priced separately — never bundled, so you only pay for what you actually use.

Recurring add-on

Payroll Processing

From $275/mo

Full-service payroll — runs, tax filings, and year-end — priced by the size of your team.

  • Starter · 1–5 employees$275/mo
  • Small Business · 6–15$425/mo
  • Growth · 16–30$625/mo
  • Enterprise · 31+Custom

Specialty needs — multi-state, tipped wages, garnishments, HR advisory, or time-clock integration — available as add-ons.

One-time project

Cleanup & Catch-Up

$150–300 / month of books

Behind on your books? We'll get them accurate and current before your membership begins — so you start on a foundation you can trust.

Typical projects run from a few months to a few years of back-books — full bank and card reconciliations and a clean, tax-ready starting balance.

Scoped precisely in your $495 Business Navigation Review™. You'll see the full quote before any work starts.

Set your bearing

Find out where your business actually stands.

Start with a Business Navigation Review™. We'll compute your Compass Score™, read your books, and hand you the first Next Turn™ — no guesswork.