Finance & operations consulting

Know your numbers. Then run the business on them, with custom dashboards built around how you actually work.

HKAP Consulting cleans up the books, maps the operation, and turns scattered data into live dashboards your owners, managers and employees can read in seconds.

Owner-led businesses Role-based logins Built from your data
Same data, two ways
Revenue vs. expenses by month
Services

Finance, operations and the software that ties them together.

Most growing businesses don't need another tool. They need someone to sort out what's happening with the money and the workflow, then give everyone one clear place to see it.

Finance

Financial clean-up & reporting

Get the books, owner balances and cash position straight, then keep them that way.

  • Sales, expense and cash-flow reporting
  • Owner draws, loans and money-owed tracking
  • Monthly close checklist your team can follow
Operations

Operations & process design

Map who does what, where work gets stuck, and write the process down so it runs without you.

  • Workflow mapping and SOPs
  • Roles, responsibilities and approvals
  • Vendor, supplier and scheduling structure
Software

Custom dashboards & apps

Your own private web application with secure logins, built around the data and systems you already have.

  • Owner, manager and rep views
  • Works on phone and desktop
  • Imports from your existing systems and files
Sales

Sales, pipeline & commissions

Track deals from lead to close and pay reps accurately without manual month-end reconciliation.

  • Pipeline and monthly deal tracking
  • Commission rates and payout reports
  • Rep performance and renewal countdowns
Costing

Inventory, production & margins

Know what each unit, batch or job actually costs and where the margin goes.

  • Batch and job costing, labor by hours
  • Inventory in, out and on hand
  • Profit splits with partners and clients
Ongoing

Fractional finance & ops partner

A standing partner for owners who want a finance and operations lead without a full-time hire.

  • Monthly numbers review with owners
  • Dashboard updates as the business changes
  • Structure for new entities and partners
Dashboards we've built

Real tools, running real businesses.

Every dashboard is built for one business and its people. A few of the kinds we've delivered are below; client names stay private.

Figures shown are sample data for illustration.

What every build includes

Enterprise-grade, built for your business.

Each platform is a private, secure web application designed around your organization's structure and workflows.

Role-based access

Permissions tailored to each role. Leadership has full visibility and control; employees see only the records relevant to their work.

Secure, invite-only accounts

Users join by invitation and set their own credentials. Access can be revoked instantly.

Real-time updates

Changes sync across every device within seconds, so your whole team works from the same numbers.

Full data ownership

Your database is provisioned under your organization's own account. Your records remain yours.

How it works

From first call to a dashboard your team uses daily.

You see and approve a working preview before anything goes live, so there are no surprises on launch day.

01

Free consultation

30 minutes

Tell us how the business runs today and what keeps you up at night about the numbers.

02

Diagnostic

About 1–2 weeks

We review your books, data and workflows and deliver a clear findings report with recommendations.

03

Build & preview

About 2–4 weeks

We build your dashboard as a working preview. You click through it and request changes.

04

Launch & train

Launch week

Your data moves in, logins go out, and we walk your team through it.

05

Support

Ongoing, optional

New views, new reports and monthly reviews as the business grows.

Who we work with

Growing businesses that need clarity to scale.

We partner with founders and leadership teams whose reporting and operations have outgrown the tools they started with.

Sales organizationsPipeline, renewals, commissions
Retail & consumer brandsSales, inventory, receivables
Manufacturing & productionBatch costing, labor, partner splits
Marketing & field teamsScheduling, events, field reps
Wholesale & distributionCustomers, payables, suppliers
Professional & field servicesProjects, crews, margins

Tired of paying for overpriced software you only half use? We build a platform designed around your business, at a fraction of the cost of enterprise subscriptions, and you own it.

Get a quote

Finance and technology under one roof

Strategy and implementation from the same team. Your dashboards are accurate because the financial structure behind them is sound.

Designed for decision-makers

Clear, at-a-glance reporting for owners and teams, with no technical training required.

Built for multi-partner structures

Ownership stakes, loans, draws and profit splits are tracked transparently, so every partner works from the same numbers.

Engagements

Start where it makes sense for you.

Every business is scoped individually after the free consultation, with a fixed quote before work begins.

Diagnostic

For owners who want a clear picture before committing to a build.

  • Review of books, data and workflows
  • Findings report in plain English
  • Prioritized fix list and dashboard plan
Fixed fee · about 1–2 weeks

Dashboard build

For businesses ready to consolidate their data into one live platform.

  • Everything in the Diagnostic
  • Custom dashboard with role-based logins
  • Data migration from your current systems
  • Launch, invites and team training
Fixed project quote · about 3–6 weeks

Ongoing partner

For owners who want a finance and operations lead on call.

  • Monthly numbers review
  • Dashboard changes and new reports
  • Process and structure support as you grow
Monthly retainer
Questions

Common questions

Don't see yours? Ask it on the free call.

Can we keep our current systems during the transition?

Yes. We import data from your existing systems and files while your team transitions, then move day-to-day entry into the platform once everyone is comfortable.

Who can see what?

You decide. Typical setups give owners full access, managers the ability to edit and approve, and reps a view of only their own records.

Does it work on a phone?

Yes. Every dashboard works in a phone browser, so reps in the field and owners on the go can check it anytime.

Who owns the dashboard and the data?

You do. The database and site are set up for your business, and your records never mix with another client's.

What if the business changes after launch?

New reps, new products, a new partner: we update the dashboard. Many clients keep us on an ongoing plan for exactly this.

Can you help even if I only need the finance side?

Yes. Plenty of engagements are clean-up, reporting and process work with no software at all.

Free consultation

Let's look at your numbers together.

Tell us a little about your business. We'll reply within one business day to set up a 30-minute call.

  • No cost and no obligation
  • Bring your current reports, and we'll show you what they could become
  • Fixed quote before any work starts
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