Clarity. Profit. Freedom.
A CFO Advisory Partnership that turns your numbers into a Growth Plan
Stop wrestling with confusing finances. We'll build reliable financial systems, a simple scoreboard, and provide ongoing CFO support so you can grow with confidence — and focus on what matters most.
Numbers That Make Sense
Decisions That Drive Growth
Freedom to Focus on What Matters
Who do you think you are that you need a CFO?
Confusing Finances Are Costing You More Than Money
The same person who's tired of guessing on cash flow, stressing over pricing, and putting off growth moves.
In other words...the business owner who's ready to win.
While you're busy playing detective with your own numbers, your competition is out there making their moves. Every day this continues, it's costing you time, money, and the momentum you need to actually grow.
But First, Let's Be Honest...
Most business owners think they can wing it forever.
Here's the thing: The ones who succeed don't wing it — they get clarity.
120+
Projects Completed
15+
Years of Experience
30+
Awards Won
98%
Client Satisfaction Rate
Think you don't need CFO-level clarity? Let's test that...
Confusing finances are a trap. You’re stuck in spreadsheet quicksand, burning hours you should be spending landing new clients or building your team.
Every decision feels like a coin flip. Hiring, pricing, investing — all with a “fingers crossed” moment. You started your business to call the shots, not to gamble with them.
Cash flow surprises hit like a plot twist. Unclear finances bury the red flags until it’s almost too late. That big move you’ve been planning? Stuck in “maybe someday” mode.
And the kicker: You didn’t go into business to moonlight as your own CFO. But every day you fly blind, you’re playing one anyway — just without the clarity to do it right.
Guess What?
CFO-Level Clarity Isn't Just For Fortune 500
While you're busy playing detective with your own numbers, your competition is out there making their moves. Every day this continues, it's costing you time, money, and the momentum you need to actually grow.
It’s for you — the business owner who wants to grow without gambling, second-guessing, or hoping the cash shows up in time.
120+
Projects Completed
15+
Years of Experience
30+
Awards Won
98%
Client Satisfaction Rate
What happens when you stop flying blind and start making CFO-backed decisions?
You get your life back. No more drowning in spreadsheets or chasing receipts. You finally step out of the financial fog and back into the driver’s seat.
You make boss-level decisions. Hiring? Pricing? Expansion? Every move backed by CFO-level clarity, not crossed fingers. Growth stops feeling like gambling and starts feeling like strategy.
You keep more of what you earn. Instead of wondering where the cash went, you’ll know exactly what’s yours to keep, what to reinvest, and how to grow without breaking the business.
And the best part? You don’t need to be a CFO. You just need one in your corner — so you can run your business with the clarity and confidence Fortune 500 CEOs take for granted.
Meet Gene Ballard
Your New Secret Weapon
From Army discipline to CFO clarity... with a side of making numbers actually fun.
After serving in the U.S. Army and spending 30 years keeping hackers out of IT systems, Gene Ballard discovered his next mission: rescuing business owners from financial chaos.
Military precision? Check.
Cybersecurity-level attention to detail? Absolutely.
Genuine excitement about making confusing numbers make sense? Weirdly, yes.
He created the Patriot Profit Clarity System™ because he was tired of watching good business owners stress over stuff that should be simple.
His mission is straightforward:
Help you run your business with the clarity of a CFO... without paying for one full-time. To give you back your time, freedom, and to achieve your ultimate goals... the reason you got into business in the first place.
The Patriot Profit Clarity System™
Finally, a Clear Path to Financial Confidence
Most business owners don’t need more spreadsheets — they need a system that brings order, visibility, and strategy to their finances. The Patriot Profit Clarity System™ is a simple, 3-phase path designed to meet you where you are. Whether you just need to clean up your books, see the right numbers, or build a plan for growth, this system takes the guesswork out of your finances and gives you the clarity to move forward with confidence.
Phase 1:
Financial Foundation
Get clean, accurate, organized books you can trust. No more mess, no more guessing — just accurate numbers to build on.
Phase 2:
Visibility & Control
See your business clearly with real-time dashboards. Focus only on the numbers that matter for growth.
Phase 3:
Advisory & Strategy
Work with an experienced guide to make smart decisions, scale with confidence, and create an actionable roadmap for success.
Start with one phase or walk through all three — we’ll meet you where you are and help you build from there.
Trusted by Many
See what our clients are saying.
The Patriot Profit Clarity System™
A simple, 3-tier program designed to meet you where you are. Whether you need to clean up your books, see real-time numbers, or build a plan for growth... This system takes the guesswork out of your finances.
Tier 1: Clean Books Foundation
From Chaos to Order
Clean up the chaos, get your books humming, and finally have records solid enough to make real decisions.
What You Get:
Historical cleanup & reconciliation
Monthly bookkeeping (starting at $300/month)
Automated bank feeds & systems
QuickBooks setup & optimization
Tax-ready documentation
1:1 training & support
Timeline: 3-4 weeks completion
Investment: Starting at $300/month (vs $8-15K with traditional CPAs)
Tier 2: Data-Driven Dashboards
From Guesswork to Visibility
What You Get:
Custom KPI identification & tracking
Real-time data integration
Mobile-optimized dashboards
3-month rolling forecasts
Dashboard mastery training
Timeline: 6-8 weeks completion
Investment: Starting at $3,000 (vs $15-30K with BI consultants)
Tier 2: Data-Driven Dashboards
From Guesswork to Visibility
Get a scoreboard that shows you the only numbers that matter — the ones that help you steer your business like a pro.
What You Get:
Custom KPI identification & tracking
Real-time data integration
Mobile-optimized dashboards
3-month rolling forecasts
Dashboard mastery training
Timeline: 3-4 weeks completion
Investment: Starting at $3,000 (vs $15-30K with BI consultants)
Tier 3: CFO Advisory Partnership
From Clarity to Strategy
What You Get:
Monthly strategy calls & assessments
Strategic action plans & execution
Cash flow & profitability monitoring
High-stakes decision guidance
Growth planning & risk management
Unlimited CFO access
Timeline: Ongoing partnership
This is where it gets fun. You’re not just getting tidy books and a shiny dashboard — you’re getting an outsourced CFO in your corner. Pricing strategy, growth moves, risk management — covered. With ongoing CFO-level guidance, you stop guessing and start leading like the CEO you are.
Investment: Starting at $1,500/month (vs $8-20K/month part-time CFOs)
Start with any tier or walk through all three — but know this:
The endgame is CFO clarity.
Clarity Starts With Your Next Step
Schedule Your Clarity Call
A real conversation about your goals, current financial headaches, and what's keeping you up at night. We'll assess where you are, identify your biggest obstacles, and show you exactly which phase of the Patriot Profit Clarity System™ will get you the fastest results.
Get Your Financial Map
A clear, step-by-step plan showing your path through our 3-tier system
Tier 1: Clean up your books and build a foundation you can trust
Tier 2: Get real-time dashboards that show what's actually happening
Tier 3: Add CFO advisory support for strategic growth decisions
No guessing, no overwhelm - just your personalized roadmap from chaos to clarity.
Get Your Financial Map
A clear, step-by-step plan to move from financial fog to CFO-level clarity.
Move Forward with Confidence
Whether you need clean books ( Tier 1 ), real-time visibility ( Tier 2 ), or strategic CFO guidance ( Tier 3 )... you'll have a clear path forward.
No more flying blind, no more hoping your decisions work out. Just the clarity and confidence to grow your business like the CEO you are.
Partnership That Powers Profitable Growth
You don't need another bookkeeper...
You need a CFO Advisory Partner.
When you partner with Patriot Profit Partners, you're not just getting cleaned-up books. You're gaining access to the complete Patriot Profit Clarity System™ — a pathway to CFO advisory guidance and data-driven decisions from someone who's been in the trenches, knows what it takes to build something real, and genuinely wants to see you win.
Yes, we'll straighten out the mess. But more importantly, our system is designed to take you from chaos to strategy:
Spot the opportunities you've been missing — with clean books and data-driven dashboards
Avoid the pitfalls that could derail your progress — through strategic CFO advisory guidance
Make moves with the kind of confidence that comes from CFO-backed decisions
The Patriot Profit Clarity System™ isn't just about bookkeeping — it's your complete pathway to running your business with the clarity and confidence of a Fortune 500 CEO.
So, who do you think you are, needing a CFO?
Exactly the kind of business owner who's ready to stop guessing and start growing.
Clarity that fuels lasting Freedom and Growth
