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Caliper Financial Group

3.8· 4 reviews
Average ratingAverage
3.8/ 5

Based on 4 reviews

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Based on 4 reviews on Trustburn

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Sarah Jenkins
Reviews 1

The distinction between his role and your office team is well-defined. He handles reconciliation and explanation, while you keep data entry. This separation of duties seems efficient for keeping the books clean without adding overhead.

David Kowalski
Reviews 1

The site is pretty clear about what he does, but it feels a bit vague on exactly what happens after the free page. It says he closes the books, but does that include fixing the chart of accounts if it is a mess? I would have liked more specifics on the monthly fee before committing.

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About Caliper Financial Group

Caliper Financial Group is a financial analysis service based in North Canton, Ohio, that serves owner-operated machine shops, job shops, and fabrication shops in the $500K–$5M revenue range across Northeast Ohio, including Stark County and the Akron–Canton corridor. The service, provided by analyst Grant Brand, focuses on translating a shop's QuickBooks data into plain-English insights about job costing, margins, overhead, cash flow, and customer profitability. It is positioned for small machine shops that do not have a full-time finance hire and offers a free "Shop Snapshot" report along with paid pricing tiers.