Financial Clarity That Puts You Back In Control
Too many business owners think they're not "big enough" for CFO advisory guidance. Meanwhile, they're drowning in spreadsheets, making decisions with crossed fingers, and wondering why growth feels so hard.
The truth? Every successful business needs CFO Clarity. You just don't need to hire one full-time.
Gene Ballard
Your CFO Advisory Partner Who Gets It
Gene Ballard knows what it takes to bring order to chaos. After serving in the U.S. Army and spending 30+ years in cybersecurity protecting critical systems and sensitive data from threats, he discovered his next mission: rescuing business owners from financial confusion.
But here's what makes Gene different — he genuinely enjoys helping business owners turn financial disasters into strategic clarity. The same systematic thinking that protected critical systems/data now helps business owners sleep better, make confident decisions, and enjoy the freedom they deserve.
Gene founded Patriot Profit Partners because he got tired of watching smart entrepreneurs stress over stuff that should be simple.
His mission: Help you run your business with the clarity of a CFO... without paying for one full-time. To give you back your time, freedom, and to achieve your ultimate goals... the reason you got into business in the first place.
What We Stand For
Vision
To ignite clarity and confidence in small businesses - Fueling their journey to lasting Freedom, Growth, and Success.
Mission
We deliver CFO Advisory services that turn financial chaos into clear, actionable insight, so business owners can make decisions like the leaders they are and build the growth they deserve.
What Changes When We Partner Together
When you partner with Patriot Profit Partners, you're not getting another bookkeeper or accountant. You're gaining your CFO advisory partner empowering you to:
Think like a CEO — with financial systems and reports that actually make sense
Make boss-level decisions — pricing, hiring, investing — all backed by real data
Spot opportunities and avoid pitfalls — before they impact your bottom line
Sleep like the successful business owner you are — knowing your finances are handled by a pro who cares about getting it right
How We Deliver The Patriot Profit Clarity System™
This transformation doesn't happen by accident. Gene developed a systematic 3-tierd approach that meets you exactly where you are and takes you where you want to go:
Tier 1: Clean Books Foundation
Get your financial foundation rock-solid with complete cleanup, QuickBooks optimization, and ongoing monthly bookkeeping.
Tier 2: Data-Driven Dashboards
See what's happening in real-time with custom KPIs, mobile dashboards, and automated reporting.
Tier 3: CFO Advisory Partnership
Get monthly strategic guidance, decision support, and unlimited access to experienced CFO expertise.
We'll assess your current situation and recommend the best starting point — whether that's Tier 1 foundation work or jumping straight to strategic advisory support.
Why I Started Patriot Profit Partners
I believe every owner deserves more than just “getting by.” You deserve clarity, control, and the freedom to actually enjoy the business you’ve worked so hard to build. My mission is to come alongside you... not just to handle the numbers, but to help you build a business that works as hard as you do, while giving you back the time and peace of mind you’ve been missing.
Because at the end of the day.... success isn’t just about revenue. It’s about creating a business that empowers your life, instead of consuming it!
— Gene Ballard
The Patriot Profit Clarity System™
Finally, a Clear Path to Financial Confidence
Most business owners don’t need more spreadsheets — they need a system that brings order, visibility, and strategy to their finances. The Patriot Profit Clarity System™ is a simple, 3-phase path designed to meet you where you are. Whether you just need to clean up your books, see the right numbers, or build a plan for growth, this system takes the guesswork out of your finances and gives you the clarity to move forward with confidence.
Phase 1:
Financial Foundation
Get clean, accurate, organized books you can trust. No more mess, no more guessing — just accurate numbers to build on.
Phase 2:
Visibility & Control
See your business clearly with real-time dashboards. Focus only on the numbers that matter for growth.
Phase 3:
Advisory & Strategy
Work with an experienced guide to make smart decisions, scale with confidence, and create an actionable roadmap for success.
Start with one phase or walk through all three — we’ll meet you where you are and help you build from there.
Clarity that fuels lasting Freedom and Growth
