Train Your Business With the Same Intention You Train for Success
You're passionate about your work with animals. Your business deserves the same level of care, structure, and strategy.
We help animal-based business owners build strong financial systems, make confident decisions, and grow sustainably. From advisory support to practical training, we simplify the business side so you can stay focused on what matters most.
Trusted by animal-based business owners with 75+ years of combined advisory experience
How we help our clients
Cash Flow Uncertainty
You know money is coming in, but it's not always clear where it's going or what's left.
Preparing to Hire
You're ready to bring on help, but want confidence that the numbers support the decision.
No Time for Financials
Your schedule is full with clients, leaving little time to manage the books.
Strategic Support for Growing Animal-Based Businesses
Growth Planning
Scale your business with a clear, sustainable strategy.
Cash Flow Management
Maintain consistent cash flow and financial clarity.
Smart Pricing Strategies
Price your services to support long-term profitability.
Hiring and Team Building
Know when and how to expand your team with confidence.
Business Software Setup
Integrated systems using tools like QuickBooks and Xero.
Tax Planning and Strategy
Proactive planning to reduce surprises and maximize savings.
Choose the Level of Support That Fits Your Business
3-month minimum commitment
Puppy Steps
Foundational support for getting started
$299
/ Month
Monthly business training insights
Access to private online community
On-demand financial tracking resources
Group Q&A sessions
Advanced Training
For committed business owners ready to grow
$499+
/ Month
Everything included in Puppy Steps
Monthly advanced training sessions
Quarterly one-on-one strategy sessions
Masterclass Advisory
High-touch, full-service partnership
$1900
/ Month
Everything included in Advanced Training
Priority access for urgent questions
Exit, investment, and retirement strategies
Tax preparation and advanced tax planning
Looking for Focused Guidance on One Topic?
Quick Training Session
A 50-minute private session designed to answer your questions and give you clear next steps you can implement immediately.
$275
One-time session
What Our Clients Are Saying
Our clients are at the heart of everything we do. Their experiences reflect our commitment to providing expert guidance, practical solutions, and personalized support for their animal-based businesses.
“The industry I am in is very challenging as anyone in it knows too well. So many things can and do go wrong: animal health and welfare, weather, economic downtrends, Covid, and so much more.
Alison and Gene have always been there for me in times of need. They have continued to work with me in good times and bad times.
They always give advice based upon what I need to hear…not always what I want to hear. Their services allow me to focus on what I love to do most which is working with horses in a small farm setting.”
Harold K.
Equestrian Center Owner
"What would I do without Alison?! My transition from a corporate job to a small business owner was challenging, exacerbated by a previous accountant's incorrect tax filings. This led to a traumatic experience with the IRS and a daunting amount of back taxes owed. For one to two years, my attempts to resolve the situation were unsuccessful.
I was referred to Alison about a year before I finally hired her—a delay I regret. She successfully resolved all my complex tax problems, resulting in me receiving a refund from the IRS. Since then, I have been completely free of tax-related issues. I am forever grateful for Alison and her services and have referred several of my friends and associates to her."
Frederica P.
Author and Executive Coach
"Alison has provided accounting services to my business for over a decade. She manages our bookkeeping, tax filings, and provides exceptional support during our annual audits, ensuring everything is accurate and handled seamlessly.
Her reliability, attention to detail, and depth of knowledge have been invaluable to our long-term stability and growth. I highly recommend her services."
Giselle C.
Behavioral Health Care business owner
A Team That Understands
Both Business and Passion
Alison Cogan, CPA/PFS
With nearly 30 years of experience in public accounting and business ownership, Alison helps small business owners gain clarity, confidence, and control of their finances through practical, strategic guidance.
Gene Hale, MBA
Gene brings over 40 years of experience building, managing, and advising small businesses. His strategic insight supports long-term growth and stability.
David Reiser
David supports clients with accounting systems, technology, and service excellence, ensuring smooth processes and strong communication.
Your Time Is Better Spent Doing What You Love
You didn't start this business to manage spreadsheets or stress over numbers. You started it because of your passion for animals.
We take care of the financial systems, training, and strategy so your business supports the life you want, not the other way around.
Frequently Asked Questions
We’ve answered common questions about our services, consultations, and how we help business owners like you gain clarity, confidence, and control over their finances.
1. How do I request a consultation?
You can request a strategic consultation directly through our form on the website. Once submitted, our team will review your request and follow up within 1–2 business days.
2. Who will I speak with during my consultation?
Your consultation will be handled by one of our experienced advisors, who have over 75 years of combined experience in accounting, business strategy, and financial systems for service-based businesses.
3. Do you only work with animal-based businesses?
While we specialize in animal-based businesses, our strategic and financial guidance is applicable to any service-based business that wants clear systems, sustainable growth, and confident financial decisions.
4. What can I expect from the consultation?
We will ask a few questions about your goals and current situation, and discuss our services and see if there is a match. Once our services begin, we will create an action plan tailored to your business stage and goals.
5. Do I need to be local to work with you?
Not at all! We work with business owners nationwide through secure remote systems, so you can benefit from our expertise no matter where you’re located.
6. What if I just need help with one specific area?
We offer focused sessions for specific topics like cash flow, pricing strategy, or tax planning. You’ll get actionable guidance in a single session without committing to a long-term package.
Ready to Strengthen the Business Behind Your Passion?
Let's talk about where your business is now and where you want it to go.
