We take the finance work off your plate so you can focus on running the business, with monthly books and reporting for less than the cost of a full-time hire and hands-on help when you borrow, sell or buy.
The first call is free, takes 45 minutes and commits you to nothing. You can reach us 7 days a week.
Sound familiar?
If one of these sounds like you, we can help.
Who it’s for
Owner-run US businesses with $1M-$20M in revenue, usually in one of these four situations.
You do the books yourself
Evenings and weekends go on bookkeeping, and you’re still not sure the numbers are right.
Where you’ll be
Clean monthly numbers by business day 15 at the latest, without touching the books.
a year less than a full-time bookkeeper
You’ve outgrown your bookkeeper
Your bookkeeper records the past. You need forecasts to plan ahead, but a full-time finance hire isn’t justified yet.
Where you’ll be
A 13-week cash view and a monthly pack that tell you what to do next.
You’re borrowing or refinancing
The bank wants a loan package and covenant reporting, and a thin file means a smaller loan or a no.
Where you’ll be
A lender package prepared the way a credit team reads it, with follow-up questions answered until the decision.
saved each year in interest on a $1M loan, for every percentage point off the rate
You’re selling or buying
Buyers test every number, and anything you can’t prove becomes a reason to cut the price.
Where you’ll be
Earnings you can evidence, a sale pack that holds up in diligence, and support through to close.
of sale price for every $100,000 of earnings a buyer accepts
¹ Bookkeeping clerks: BLS median pay (May 2025) plus benefits at 30% of total pay (BLS, June 2026), against 12 months of Insight at $495.
² Financial managers: BLS median pay (May 2025) plus benefits at 30% of total pay, against 12 months of Foresight at $2,750.
³ Illustration: interest saved by one percentage point off the rate on a $1,000,000 loan. Better-prepared financials can support better terms; no rate is guaranteed.
⁴ BizBuySell Insight Report, Q3 2026: average cash flow multiple of 3.73x for businesses sold above $1M, applied to $100,000 of earnings.
Illustrations, not a promise of results.
Not the right fit if you mainly need tax returns, tax advice, an audit or legal advice. Those stay with your CPA and attorney, and we work alongside them.
What we help with
How we get you there
Pick the service that fits where the business is now. Every engagement starts with the same free 45-minute call.
Services & pricing
Built on the tools your business already uses
The numbers
What a full-time hire would cost you
US full-time pay including benefits, set against our published fees for a year.
Instead of a full-time bookkeeper
Full-time bookkeeper
$72,000 a year
Sanctum Insight
From $5,940 a year
Instead of a full-time finance manager
Full-time finance manager
$238,000 a year
Sanctum Foresight
$33,000 a year
Source: BLS median pay (May 2025) plus benefits at 30% of total pay (BLS, June 2026). Sanctum: 12 months of list fees.
Founder
The person behind Sanctum
I’m Greg. I spent my career on the side of the table that says yes or no, building the financial models, due diligence and lender documents that investment committees and banks rely on. Most recently that was as a Senior Investment Analyst at NextEnergy Capital, and before that in ING’s energy project advisory team, across more than $2.5 billion of enterprise value in deals. I know what a lender or buyer looks for, and what makes them hesitate. Sanctum brings that standard to owner-run businesses every month, so your numbers are ready when the big decision comes and you always know where you stand.
Gregory Askew
Founder and Principal
Guarantees
What we guarantee
These apply to every client from the first invoice.
On time, or 20% off
If a monthly pack, Snapshot or Strengthen deliverable is late, 20% of that fee comes off your next invoice. This applies when your data reached us by the agreed date.
No overage
The tier price is the bill. If you need more, we agree an add-on or a move up a tier before any extra work starts.
Lender questions answered
On a loan or an acquisition, we answer the lender’s follow-up questions until the credit decision, for up to 90 days, at no extra cost.
The 20% credit applies once a month at most. Full terms are in your engagement letter.
Sanctum Speed
Your deadlines come first
We agree deadlines with you at the start, and we meet them. You can reach us any day of the week, weekends included, and if we miss a deadline you get 20% off that month’s fee.
Monthly statements, or day 10 with Fast Close
Reachable every day of the week
Urgent items answered, weekends included
Deadlines assume your bank feeds and documents arrive on time.
Common questions
Asked before every engagement.
Why don’t I just use AI?
AI is good at sorting transactions, and the accounting tools we use already have it built in. What it can’t do is stand behind your numbers. It still makes confident mistakes: an invoice misread, a payment booked in the wrong month, a loan repayment split wrongly between interest and principal. When a bank, a buyer or your CPA asks why a number is what it is, they want a person who checked it and can answer for it, and most AI bookkeeping services still have accountants reviewing the work for exactly that reason. With Sanctum, a person reviews your numbers every month before they reach you and is on the end of the phone when questions come. Your data also stays in your own QuickBooks or Xero file, under access you control, and is never pasted into public AI tools.
How much does it cost?
How long do engagements last?
How fast will I get my numbers?
When can I reach you?
Do you work with our industry?
I already have a CPA and a bookkeeper. Why would I need you?
Is my business too small for you?
Which accounting software do you use?
What if I’m not planning to sell for years?