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Not Dorks gives you CFO-level thinking, clean books, and real financial strategy — without the overhead of a full-time hire. Built for founders and growing businesses who are done guessing.
TRUSTED BY FOUNDERS & GROWING COMPANIES
Two ways to handle your finances. One gives you clarity, strategy, and a partner who actually shows up. The other? You already know how that story ends.
FINANCIAL CLARITY
Guessing what your numbers mean
Always know exactly where you stand
COMMUNICATION
Hard to reach, slow to respond
Real humans, real answers, real fast
STRATEGY
Reactive — you hear about problems after
Proactive — we see trouble before it sees you
PRICING
Surprise bills and hidden fees
Transparent, predictable, no wincing
EXPERTISE
Generalist accountant
35+ years of CFO-level leadership
SCALABILITY
Outgrow your firm, start over
We scale with you from day one
THE MEETING
Something you dread
Something you actually look forward to
Phil and Lisa have spent their careers inside finance organizations of every size — from early-stage startups to large public companies. They started Not Dorks because they knew there was a better way to do this. Turns out, there was.
“I’ve spent my career focused on systems, growth, and helping companies figure out where they’re actually headed financially. I started Not Dorks because I kept seeing the same problem — great businesses being underserved by firms that were too expensive, too slow, and too hard to talk to.”
“My background is in structure, large organizations, and making complex financial systems actually work. We bring that same level of rigor to businesses that never had access to it before. We’re approachable by design and very serious about the work, a combination rarer than it should be.”
Every business is at a different stage. We meet you there — and grow with you from day one.
Manufacturing
Manufacturing businesses run on thin margins, complex inventory, and unpredictable costs. We bring the financial clarity and forecasting you need to protect margin, manage cash, and plan for what’s next.
Retail
Retail businesses juggle multiple sales channels, seasonal swings, and razor-thin margins. We bring the financial clarity and reporting you need to reconcile revenue, track profitability, and plan for what’s next.
Technology & SaaS
Tech companies move fast, burn cash, and answer to investors. We bring the financial infrastructure and forecasting you need to manage runway, track SaaS metrics, and keep your books investor-ready at all times.
Startups
Startups need financial systems that grow with them, not ones they’ll outgrow in six months. We build the foundation from day one — clean books, smart budgets, and the guidance to make confident decisions before the money runs out.
Manufacturing
Retail
Retail businesses juggle multiple sales channels, seasonal swings, and razor-thin margins. We bring the financial clarity and reporting you need to reconcile revenue, track profitability, and plan for what’s next.
Technology & SaaS
Tech companies move fast, burn cash, and answer to investors. We bring the financial infrastructure and forecasting you need to manage runway, track SaaS metrics, and keep your books investor-ready at all times.
Startups
Startups need financial systems that grow with them, not ones they’ll outgrow in six months. We build the foundation from day one — clean books, smart budgets, and the guidance to make confident decisions before the money runs out.
“Phil and Lisa are amazing. Proactive, communicative and genuinely interested in my business. They’re not afraid to tell me I’m thinking about something wrong–they’re true partners.”
Owner - Judy’s Table
“Good accounting involves more than just experience and skills; it requires truly understanding and connecting with a business. For a small business in a niche industry like ours, finding that connection is invaluable. Phil and Lisa have gone above and beyond to help us untangle the complexities of manufacturing and e-commerce so that we can focus on what we do best. No matter what you’re building, you can trust them to keep the big picture in mind.”
Founder - Electronic Audio Experiments
“In this modern age of the web of things, it’s not just simple book keeping with one application, it’s understanding the technology and getting it talking to each piece of software or web tool used working for you so it’s not a consuming burden of disconnected resources. And this understanding of the communication of technology and inter-connectivity is the missing skill for most, where Not Dorks shines and has simplified our lives.”
Founder - Asheville Music Tools
“As a small business owner, it’s amazing to have a bookkeeping team that is so understanding and supportive of our current needs while gently guiding us towards what we will need in the future (at our pace and preference of course). We have used several larger firms in the past, and would never go back to that after working with Phil, Lisa, and team at Not Dorks.”
ChopValue Boston Team
“Phil and Lisa are amazing. Proactive, communicative and genuinely interested in my business. They’re not afraid to tell me I’m thinking about something wrong–they’re true partners.”
Owner - Judy’s Table
“Good accounting involves more than just experience and skills; it requires truly understanding and connecting with a business. For a small business in a niche industry like ours, finding that connection is invaluable. Phil and Lisa have gone above and beyond to help us untangle the complexities of manufacturing and e-commerce so that we can focus on what we do best. No matter what you’re building, you can trust them to keep the big picture in mind.”
Founder - Electronic Audio Experiments
“In this modern age of the web of things, it’s not just simple book keeping with one application, it’s understanding the technology and getting it talking to each piece of software or web tool used working for you so it’s not a consuming burden of disconnected resources. And this understanding of the communication of technology and inter-connectivity is the missing skill for most, where Not Dorks shines and has simplified our lives.”
Founder - Asheville Music Tools
“As a small business owner, it’s amazing to have a bookkeeping team that is so understanding and supportive of our current needs while gently guiding us towards what we will need in the future (at our pace and preference of course). We have used several larger firms in the past, and would never go back to that after working with Phil, Lisa, and team at Not Dorks.”
ChopValue Boston Team
Here’s what founders say about working with Not Dorks.
It means you get a fully functional finance team — bookkeeping, reporting, forecasting, and CFO-level strategy — without hiring anyone full time. We work as your finance department, at a fraction of the cost of building one in-house.
Most accounting firms are reactive. They show up at tax time, process your numbers, and send you a bill. Not Dorks is a dedicated finance team that embeds into your business. We’re proactive — we manage your books, deliver monthly reporting, and give you strategic guidance year-round. Flat-rate pricing, no billable hours, and a dedicated team that actually knows your business. Think of us as your finance department, not just your accountant.
We prepare and organize everything so your tax preparer has exactly what they need — clean books, reconciled accounts, and all supporting documents ready to go. We also coordinate directly with your CPA or tax professional to make the process seamless. No scrambling, no surprises, no “oh sh!t” moments in April.
Flat-rate monthly pricing based on your scope. No billable hours, no hidden fees, no surprise invoices. We quote you before we start, and that’s what you pay. If your needs change down the road, we have that conversation with you first. Services start at $150/month for payroll and scale based on complexity.
Book a free consultation. We’ll learn about your business, review your current setup, and figure out exactly what you need. From there, we build a custom scope and get to work. Most clients are fully onboarded within two to three weeks. No long contracts, no commitment until you’re ready.
Follow us for financial tips, client wins, and proof that accounting doesn’t have to be boring.
No pitch. No commitment. Just a real conversation.
