Clarity Creates Confidence
At Bottomline Capital, we don’t just keep your books—we help you lead with clarity. As your financial partner, we bring decades of leadership and a strategic mindset to your business. You’ll get clean, reliable data paired with insights that guide growth, not just compliance.
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Whether it’s solving complex financial challenges or making decisions with confidence, we’re here to back you every step of the way.
Who We Serve
Small and mid-sized businesses across industries who want clean books, financial clarity, and strategic guidance—whether you run a service company, manage investments, or scale an agency.
What Sets Us Apart
High-touch & responsive — personal, boutique-level service with virtual efficiency.
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Investor-grade reporting — dashboards and KPIs that meet lender and investor standards.
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Strategic finance advisory — guidance that connects your numbers to your next move.
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Growth-driven finance — clarity and insight designed to help you scale with confidence.
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Our Story
Bottomline Capital began with a simple belief: clarity creates confidence. Too many business owners work tirelessly but still feel in the dark about their numbers. Without clarity, growth decisions become guesswork.
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I’m Jason Medlin, Founder of Bottomline Capital and a Harvard MBA. After years working in small businesses, I saw entrepreneurs struggling—not because they lacked drive, but because their financials weren’t connected to strategy. Bookkeepers were closing the books, but no one was helping owners use the data to plan and grow.
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I started Bottomline Capital to change that. Our mission is to turn bookkeeping into a growth tool. We combine clean financials, simple dashboards, and CFO-level insight to help owners reduce stress, scale with confidence, and focus on what matters most.
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Today, clients across industries trust us as more than accountants—we’re a strategic partner in building businesses that last.
How We Work
Diagnose & Clean – We align your books, reconcile data, and ensure the foundation is solid.
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Build Your Engine – KPIs, dashboards, and reporting tailored for your business.
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Advise & Grow – Monthly reviews and strategic guidance that keep you moving forward.
Values
Clarity – remove complexity so you always know where you stand.
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Flexibility – virtual, scalable service that grows with your business.
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Confidence – decisions backed by accurate data and practical strategy.
Contact
Ready to simplify your finances and grow with confidence? Let's talk about your goals, your challenges, and how we can finance an advantage - not a burden.