We partner with business owners as a dedicated CFO advisor —
so you always know where you stand, and exactly what to do next.
CPA · CMADual Certification
Built for OwnersNot Corporate Finance
Your PartnerAll Year, Not Just Tax Season
What We Do
Your financial partner across every dimension of your business.
Whether it's a cash flow question on a Tuesday morning or a major investment decision, you have someone in your corner who actually knows your numbers.
Cash Flow Management
Understand exactly where your money is going and why. We build cash flow clarity so you can make confident decisions and stop being surprised by your own bank account.
Operational Improvement
We analyze what's working and what's dragging on your profitability. Together we set targets, track the right numbers, and identify the levers that actually move the needle.
Business Decision Support
Day-to-day business decisions have financial consequences that aren't always obvious in the moment. Before you adjust pricing, restructure a team, or renegotiate a contract — we'll work through the implications together before you act.
Investment & Growth Decisions
When a decision involves committing real capital — equipment, expansion, acquisitions, or debt — the stakes are too high to go on instinct alone. We model the financial impact so you know what you're getting into before you commit.
Business-to-Personal Wealth Bridge
We help you translate business success into personal wealth — aligning how you profit from the business with your long-term wealth-building strategy and tax position.
Metrics, Reporting & Scalable Processes
When your reporting actually reflects what drives your business, decisions get easier and growth gets more intentional. We identify your key drivers, build simple and insightful reporting around them, and create the financial processes and infrastructure that let you grow without losing control.
About Erik
A financial partner who's been in the room.
CPACMABuilt for OwnersFinancial Partner
I'm Erik Harris — a CPA and Certified Management Accountant who has worked directly with business owners to improve financial processes, protect cash flow, and build operations that are actually profitable.
As a result, the businesses I work with don't just grow; they get healthier. I've helped owners make smarter investment decisions, identify where money is leaking, and adjust operations to improve profit — not just revenue.
At Dux Financial, I work directly with business owners who are ready to stop guessing and start leading their finances. I'm not a vendor you call at year-end — I'm the financial partner you bring anything to, all year long.
When the business is performing, the next priority is making sure it builds lasting personal wealth — not just income. I help you bridge the gap between business success and a wealth-building strategy that actually sticks.
How It Works
Simple. Ongoing. Built around you.
No complicated onboarding. No mystery. Just a clear path to financial clarity and a partner who shows up every month.
01
The Right Fit Call
We start with a no-pressure conversation to understand your business, your goals, and your biggest financial pain points. If we're a fit, we'll map out exactly what working together looks like.
02
Free Financial Assessment
At no cost to you, we dive into your financials to identify what's holding back your cash flow and profitability. You'll walk away with a clear picture of where you are and a concrete plan for where we're headed.
03
Ongoing Partnership
Every month we review your financials, track your key numbers, and work through the decisions in front of you. You have a CFO advisor in your corner year round — not just at year-end.
You don't need someone who shows up at tax time. You need a partner who's in your corner whenever you need them.
Get In Touch
Schedule a Free Assessment
Fill out the form below and Erik will reach out to schedule your free financial assessment. No commitment, no pressure.
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