Why did we have record sales but less cash?
Controller oversight and financial advisory for established, owner-operated businesses.
Book a Clarity CallBookkeeping, Controller oversight and advisory in one place
We connect the books to the bigger financial picture, so you can see what matters and decide what comes next.
Financial foundation
Reliable, up-to-date books that support better decisions.
Controller oversight
Keeping an eye on what's happening behind the reports, from cash flow to financial obligations.
Financial advisory
Helping you understand what the numbers mean for the decisions ahead.
Revenue is growing. So why does cash still feel tight?
A business can be profitable on paper and still feel cash-tight in practice. The gap usually lives in timing, obligations, project economics, and decisions that were made without the full picture.
01See what's actually happening financially
02Understand profit, cash and obligations
03Decide with clarity
You can receive financial statements every month and still not know what needs your attention.
Citrine connects the detail to the decision: what is moving, what is stuck, what is due, and what the business can support next.
The numbers tell you what's happening. They don't tell you what matters to you. Understanding your numbers helps you make decisions about the business you want to build.
You've outgrown bookkeeping alone.
Citrine works with established owner-operated businesses managing multiple projects, receivables and payables, and a level of complexity that no longer fits in a monthly checklist.
We can manage your accounting directly or work alongside the bookkeepers and CPAs you already trust. The goal is one clear view of how the business is actually doing.
Financial support for where your business is today.
From a reliable financial foundation to ongoing oversight and advisory, Citrine helps you understand where your business stands and what it can support next.
Financial Foundation Setup
Building organized accounting systems from scratch, so the financial side of the business starts with a solid foundation.
Explore setup 02Financial Foundation Cleanup
Restoring disorganized or unreliable books, with the structure and confidence to move forward.
Explore cleanup 03CLARITY
Ongoing bookkeeping, Controller oversight, and financial advisory for owners who want the full picture.
Explore Clarity
Maxine Kim, CPA
Founder, Citrine
“I help business owners see what their financial information is actually telling them.”
Drawing on her experience in public accounting and private industry, Maxine brings financial perspective to the decisions business owners face, helping them ask better questions and build businesses that reflect what matters to them.
Read more about Citrine