Consulting Services
You built your business to create freedom, not financial stress. But somewhere between chasing revenue and managing daily operations, the money side of your business became overwhelming instead of empowering. You know you're leaving profit on the table, but you're not sure where, or how to fix it without adding more complexity to your already full plate.
That's where I come in. My consulting and fractional CFO services are designed for established businesses ready to move from financial chaos to financial clarity. Whether you need ongoing strategic support or focused guidance on a specific challenge, I'll help you build systems that work, optimize what's already working, and create the kind of financial foundation that lets you sleep well at night. Because when your money works for you instead of against you, everything else gets easier.
Choose a path that feels right for you.
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Bookkeeping for Founders
Your books should tell the story of your business, not create confusion and stress. My bookkeeping services go beyond basic transaction recording to give you financial clarity that actually supports decision-making. My team and I will clean up your existing records, implement systems that work with your business flow, and provide monthly reporting that shows you exactly where your money is going and where your profit is hiding. No more shoebox accounting or scrambling at tax time—just organized, accurate books that become a strategic tool for growth.
Designed for service-based businesses and online entrepreneurs who need more than a basic bookkeeper but aren't ready for full CFO support, my approach combines technical accuracy with business insight. You'll get monthly financial statements, expense categorization that reveals profit patterns, and quarterly reviews to keep you on track. I work with businesses using QuickBooks, Xero, or other cloud-based systems, ensuring your books integrate seamlessly with your existing workflow while providing the foundation for smart financial decisions.
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Fractional CFO Services
Get the financial expertise of a seasoned CFO without the six-figure salary commitment. My fractional CFO services are designed for established businesses ready to move beyond basic bookkeeping and into strategic financial leadership. I'll help you read the story your numbers are telling, uncover hidden profit leaks, and build systems that support sustainable growth. From cash flow forecasting and profit optimization to tax strategy and financial planning, you'll get the clarity and confidence to make data-driven decisions that actually move the needle.
Whether you're scaling from six to seven figures, preparing for investment, or simply want to sleep better knowing your finances are optimized, my fractional CFO services give you access to decades of experience in public accounting, corporate finance, and entrepreneurial strategy. I work with businesses earning from high six figures to multi-millions, helping founders structure their finances like seasoned executives while maintaining the agility and vision that built their success. You'll get monthly financial reporting, strategic planning sessions, and on-demand guidance—all tailored to your industry, growth stage, and personal goals.
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Strategy Intensives
Sometimes you don't need ongoing support—you need focused, expert guidance to solve a specific challenge or unlock your next level of growth. My Strategy Intensives are designed for founders who want immediate clarity on their financial strategy, pricing decisions, business structure, or profit optimization. In a concentrated 3-4 hour session, we'll dive deep into your numbers, identify your biggest opportunities, and create a clear action plan you can implement immediately.
Perfect for founders facing key decisions like entity structure changes, pricing strategy overhauls, cash flow challenges, or preparing for a major launch or investment. You'll walk away with a customized roadmap, specific next steps, and the confidence to execute—all without the commitment of ongoing consulting. Whether you're troubleshooting a profit leak, planning a major business transition, or need expert guidance on a time-sensitive financial decision, these intensives deliver maximum impact in minimum time.