About

I Help Business Owners See What Their Numbers Are Really Saying

Financial statements contain more than historical results. They reveal where a business is strong, where it is vulnerable, and which problems deserve attention first.

Joshua R. Bohlke
Joshua R. Bohlke
Former Commercial Banker · CFO & Advisor

My perspective

My work sits at the intersection of finance, operations, and decision-making. I help business owners make sense of complicated information, ask better questions, and act with greater clarity.

I've seen business finance from both sides of the table: how companies make decisions internally, and how those decisions are viewed from the outside. That perspective shapes everything I do here.

I spent over a decade in commercial banking, deciding whether to approve the loan from the bank's side of the desk. Since then I've done fractional CFO work for a range of companies, and today I'm CFO for a construction and electrical company. I understand it firsthand — I know the right way to do it, and I know the wrong way.

Why I do this

Here's the part that doesn't show up in a normal bio: small businesses are the backbone of this economy, and most of them are flying without instruments. Not because the owners aren't smart — because nobody ever taught them how to read what their own numbers are actually saying.

I've watched good, hard-working owners lose sleep, lose leverage with a bank, or lose the business itself over something that was fixable — if someone had just shown them what to look at. Closing that gap stopped being just a business for me a while ago. It's closer to a mission field, or a life purpose, than a job description. Every owner who works with me, downloads the guide, or runs a Health Check should walk away seeing their own business more clearly than they did five minutes earlier. That's the whole job.

What people say

"Our company wouldn't be as stable and successful without him. One of the best decisions we've ever made."

— Rob

"Very knowledgeable about finance, banking and commercial lending."

— Cody

"Knowledgeable, creative, and a great sounding board. I appreciate being able to bounce ideas off of him knowing that he cares about my business and its success."

— Jeff

Curious what your own numbers would say?