Simplify Your Small Business Finances — See Exactly Where Your Money’s Going.

We help Huntsville-area small business owners set up banking and budgeting systems that make managing money clear, simple, and stress-free.

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Make your business more efficient and keep more of your money. Let's talk!

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The #1 problem facing small businesses isn’t sales — it’s mismanaged finances, overspending, & inconsistent revenue collection.

Optimized Small Business Banking

Accurate Financial Tracking & Tools

Total Budget Automation

Services

Financial Systems That Simplify Your Business Life.

We help small business owners connect their banking, budgeting, and bookkeeping so they always know what’s happening — and what’s coming next.

Money Flow Setup

“Automate your business accounts so your budget runs itself.”

  • Bank account structure setup
  • Budget-to-bank connection
  • Ongoing support

Perfect for: new or growing businesses

Stage 2

Bookkeeping & Cash Flow Oversight

“Stay on top of your numbers without getting buried in them.”

  • QuickBooks review
  • Monthly money reports
  • Profit tracking
Stage 3

Profit-Focused Coaching

“Finally pay yourself first — and feel confident doing it.”

  • Personalized allocations
  • Accountability check-ins
  • Custom dashboards

Financial Coaching for Entrepreneurs

“Build lasting habits for smarter business decisions.”

  • Clarity on goals & metrics
  • Simple weekly money routines
  • Decision-making frameworks
Schedule Your Free Money Checkup
About

Hi, I’m Lori Braden — Your Small Business Money Simplifier.

After years in accounting and finance, I saw how many small business owners struggled to see what was happening with their money — not because they weren’t smart, but because their systems were too complicated.

I started Braden Business Optimization to help owners like you feel confident with simple, automated banking and budgeting systems that just work.

You don’t need to read long reports or guess your next move. You just need clarity — and that’s what I help you build.

Clarity

Know where your money stands at a glance.

Simplicity

We make finance feel approachable and jargon-free.

Trust

You’re never just a number — your business story matters.

Community

Proudly serving Huntsville’s growing small business scene.

Lori Braden Founder, Braden Business Optimization

How It Works

1

Book a Free Checkup
Start with a complimentary checkup to get a clear snapshot of your business's financial health. Understand where your money stands today and identify areas for improvement.

2

Set Up Your Money Flow System
We’ll seamlessly connect your bank to your budget, ensuring you always know what’s safe to spend. This system keeps your finances organized and transparent.

3

Operate With Confidence
With a clear view of your finances, you can make informed decisions daily. Say goodbye to guesswork and hello to financial clarity.

What do people say about us?

Don't just take our word for it.

"Braden helped us get a handle on our spending and organize our banking and bookkeeping. Before, we we're totally lost and it was costing our small company a lot each and every month. Money was leaking out all over the place. Thanks to Lori, we're now on track!"

- Charles H., Local Retail Shop Owner

"Lori has been amazing for the health of our local lawn and landscape services company here in Huntsville. We know how to do what we do, but we had no idea how much of your success or failure depends on things like paying suppliers, keeping the books, and banking."

- Stephanie J., Local Landscape Company Co-Owner

FAQ

Quick answers about how Braden Business Optimization helps you simplify money systems and make confident decisions.

We help small business owners simplify their money systems — from how cash flows through your accounts to how you track and plan for growth. Instead of complicated spreadsheets or confusing reports, we set up clear, automated tools so you can see your financial picture at a glance and make confident decisions.
We’re a great fit for small business owners who feel like they’re constantly guessing about money — when to spend, how much to save, or where profits are actually going. If you’re ready to stop managing your finances reactively and start running your business proactively, we can help.
Not at all! Our whole mission is to make money management approachable and clear — no jargon, no judgment. You don’t need to love numbers; you just need a willingness to simplify how your money moves so it works for you, not against you.
Great question — we’re not here to replace your accountant or bookkeeper. Instead, we bridge the gap between data and decisions. We help you design systems and dashboards that turn your existing financial info into clear insights you can actually use day to day.
Most clients see immediate clarity — they finally understand where their money goes, what’s working, and what’s not. Within a few months, that clarity usually turns into confidence: better cash flow, smarter spending, and a lot less stress about what’s coming next.

Tips and Trends

Latest updates to help your business run better.

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