Yari Solutions — Financial Architect for $1M–$5M Agencies

Financial Architecture · 20 Years · $1M–$5M Founders

Profit Leaks Stopped. Margins Reclaimed. Scale.

The Missing Link Between You and Your CPA

Most founders at $1M+ are profitable on paper and bleeding quietly through misallocated costs, untracked projects, and financial systems built for a smaller business. We find the leaks. Fix the infrastructure. Build the systems that let you scale.

Most clients identify 15% or more in recoverable margin in the first engagement. No cleanup required before we begin.

15%+ Recoverable margin — first engagement
01

You're profitable on paper. Your bank account disagrees.

Accrual-based reporting shows profit. Cash timing shows a different story. The gap between them is architecture, not accounting.

02

Your highest-revenue clients may not be your most profitable ones.

Without job-level P&L data, you protect accounts based on revenue. Some of those accounts are being subsidized by your best work.

03

Your financial system was built for a smaller version of your business.

The QBO setup that worked at $400K has real blind spots at $2M. Nobody updated it when you grew. That gap is where the leaks live.

04

Your CPA's books were built for the IRS, not for you.

Tax-optimized, compliance-focused, backward-looking. Accurate — but not actionable. You need a second financial system. Most founders don't have it.

Financial systems that work for you — not just for your accountant.

We design the infrastructure between your bookkeeper and your CPA. The layer that makes both of them more useful — and finally makes your financials useful to you.

01

Profit Leak Audit

A structured deep dive that maps exactly where your cash is leaking, where margins can be reclaimed, and what your financials are not yet telling you. No cleanup required. Most clients find 15%+ in the first engagement.

02

Financial Architecture Retainer

Ongoing systems oversight that keeps your operations profitable, resilient, and scalable — while freeing you to lead your business rather than manage your books.

03

Fractional CFO & Strategic Advisory

High-level financial strategy without the full-time overhead. Cash flow architecture, scenario planning, and the forward visibility your growth decisions require.

04

Advanced Job Costing

Project-level and client-level P&L that shows you which work is actually profitable — so pricing, hiring, and capacity decisions are made with data, not instinct.

05

Systems Implementation & Automation

QBO, Shopify, and full-stack financial ecosystem design. Clean integrations. Reconciliation that works. Reporting that doesn't require a translation.

06

Full-Cycle Accounting Operations

Bookkeeping through year-end close, 1099 compliance, budget vs. actuals, and monthly financial review — run by a team that knows what they're looking for.

20+ Years · Founded 2005 Agencies, construction, tech, and venture-backed startups through full economic cycles.
Harvard Business School Strategy Execution — global perspective, quantitative rigor, creative problem solving.
FMVA® Certified Financial Modeling & Valuation Analyst — Corporate Finance Institute.
Top Rated Plus · Verified Track Record Hundreds of successful client engagements across agencies, construction, and tech.
Silicon Valley Background High-net-worth portfolios, VC-adjacent firms, and high-growth startups.

Not a bookkeeper. Not an accountant. A Financial Architect.

I'm Yaritza Lebron — founder of Yari Solutions and Lead Financial Architect. For over 20 years I've worked alongside founders, CEOs, and executives in agencies, construction, and tech — designing financial systems that move businesses from reactive reporting to strategic clarity.

My work starts where bookkeeping ends and where your CPA's scope doesn't reach. The missing link between your transaction data and the financial intelligence your business actually needs to scale.

Yari Solutions is a fully remote financial architecture firm. We operate cloud-first, with a dedicated team of bookkeepers, financial analysts, and systems specialists — available 365 days a year, without the overhead of a full-time hire.

We specialize in agencies, project-based firms, e-commerce businesses, and tech companies in the $1M–$5M growth corridor — where the financial infrastructure almost always lags behind the revenue.

The Starting Point

Find your 15% in the first engagement.

A Profit Leak Audit maps exactly where your cash is leaking, where your margins can be reclaimed, and what your financial systems are currently failing to tell you.

Step 01

Data Extraction

We pull and organize your financial data. No cleanup required on your end before we begin.

Step 02

Deep Diagnostic

Revenue by client. Margin by project. Cash timing analysis. Systems and integration review.

Step 03

Roadmap Delivery

A concrete action plan — every leak identified, quantified, and prioritized by financial impact.

Book Your Free 15-Minute Intro Call

No commitment. No cleanup. Just clarity on where your business stands.