After over a decade in investment banking, working with companies of all shapes and sizes, I began to see a pattern — one that was hard to ignore.
Small business owners were showing up with bold ideas, real potential, and the kind of grit that powers great companies. But when it came time to grow, raise capital, or make a strategic pivot, they were stuck. Not because they lacked vision or effort — but because their financial foundation wasn’t there.
Their numbers were incomplete. Their forecasts were vague. Their business plans lacked the clarity investors need. And they didn’t have anyone guiding them through the financial side of the equation.
That wasn’t a failure of leadership. It was a failure of support.
I can’t count how many times I visited a business and heard that line. It was always said casually, like it was normal.
But in reality, being three months behind on your books is not just an accounting delay — it’s a missed opportunity. A missed chance to plan, to course-correct, to grow.
Worse, many were flying blind — using the cash in their bank account as a measure of success. But cash on hand is not a strategy. It’s a snapshot. And snapshots don’t tell you where you’re heading.
Most business owners didn’t have visibility into their gross profit — how much they were truly making on every sale. They weren’t tracking fixed expenses with intention. They couldn’t see the hidden costs draining their profits month after month.
No one was helping them “cut the fat,” and the numbers that should have been driving decisions were either unclear or missing entirely.
They were playing a high-stakes game with only half the rules in front of them.
Most of these businesses had bookkeepers or accountants. But those professionals were focused on compliance — not growth.
Tax filings, year-end reports, and reconciliations might keep the government satisfied, but they do nothing to help an entrepreneur plan for next quarter, secure new funding, or make a hiring decision with confidence.
True financial strategy — the kind that drives smart decisions and builds sustainable businesses — was out of reach for anyone who couldn’t afford a full-time CFO.
That didn’t sit right with me.
Most business owners didn’t have visibility into their gross profit — how much they were truly making on every sale. They weren’t tracking fixed expenses with intention. They couldn’t see the hidden costs draining their profits month after month.
No one was helping them “cut the fat,” and the numbers that should have been driving decisions were either unclear or missing entirely.
They were playing a high-stakes game with only half the rules in front of them.
At Vistance, we believe financial clarity should not be reserved for big corporations. It should be available to every entrepreneur who dares to build something better.
You deserve to make decisions based on real data. You deserve to know where your business stands today – and where it’s heading tomorrow.
That’s why I started this company.
— Daryl Ching, Founder
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