A bookkeeper records the past.
An accountant files your taxes.
Neither one tells you what to do next.
Sound familiar?
- You're growing, but you're not actually keeping more
- You can't say which jobs or services really make money
- You're not sure you can afford the next hire — so you guess
- Cash feels tight even in a good month
- You're working harder than ever and can't see where it's going
That's not a bookkeeping problem. It's a CFO-sized gap — and it's the most expensive one to leave open.
That's the gap most growing service businesses fall into. The books are clean and the taxes get filed — but nobody's looking forward, building the plan, or telling you the truth about your numbers. So you end up making the biggest calls in your business — what to charge, who to hire, what to buy — on gut feel and the bank balance.
I've sat in this exact spot with a lot of owners
For eight years I've been the financial seat for founder-led service and trade businesses — the person who builds the forecast, reads the numbers, and tells the owner the truth, kindly. I'm a Master Certified Profit First Professional, one of fewer than 100 in the world, and my work is endorsed by Mike Michalowicz, who created the Profit First method. You don't need to understand high finance — that's my job. You just need someone in your corner who does.
A real CFO — just shared
You get the strategic seat without the six-figure salary. That looks like:
✓
A clear, forward-looking view of your cash and your numbers
✓
A plan you actually run the business on, updated as you grow
✓
Straight answers on pricing, hiring, and big purchases — before you commit
✓
Someone who catches problems early, while they're still cheap to fix
You stay in the driver's seat. I make sure you can see the road.
How it works
1
2
3
Book a call.
Get a clear picture.
Run the plan together.
We talk about where you are and where you want to go — no pressure.
I build a diagnostic baseline so we both see the truth.
We meet on a rhythm and steer the business with real numbers.
Clarity you can trust
Foundation
Clarity, direction, and a financial picture you can finally trust.
BEST FOR
Established businesses between $1M and $3M in revenue that have never had a clear, honest diagnosis of what is driving, and limiting, their financial performance. You know something isn’t adding up. You just haven’t had someone show you exactly what it is.
​
WHAT CHANGES
-
You get a complete, documented evaluation of your business, including your team, your operations, and the financial drivers that actually determine your results.
-
You stop guessing about what to fix first. Your highest-leverage priorities are identified, sequenced, and tracked in a system you can see.
-
You have a monthly operating rhythm that is structured, consistent, and focused on what matters most, instead of reactive meetings that solve the wrong problems.
-
You know what your key business drivers are and whether they are moving in the right direction, before the financial statements tell you something went wrong.
​
​
​
​
​
​
​
​
​
​
​
THE OUTCOME
A business that runs with more clarity, less chaos, and a financial picture you understand and trust.
Three levels, built as a path
As your business grows, the work changes — from seeing clearly, to steering, to building real enterprise value. Start where you are now. Step up when you're ready.
Most common
Growth by design
Growth
From financial clarity to a plan that actually produces growth.
​
BEST FOR
Businesses between $3M and $15M in revenue that are growing but not sure if the growth is healthy, sustainable, or heading somewhere specific. You have momentum. What you need is a financial model that shows you what the momentum is worth, and a strategic partner who helps you direct it.
​
WHAT CHANGES
-
Everything in the Foundation tier, plus a living financial model that connects your business decisions to your actual economics, so you stop managing by feeling and start leading by evidence.
-
You understand, for the first time, exactly what your business is worth financially and what it would take to double it, with the specific drivers, targets, and scenarios that make the path real.
-
Your quarterly rhythm shifts from reactive to strategic. Every ninety days, the model gets updated, the priorities reset, and the business advances against a plan rather than improvising against circumstances.
-
You have the annual planning session that most businesses at your size have never had, a full-day working session that produces a specific, financially grounded plan for the year ahead.
​
​
THE OUTCOME
A business that grows deliberately, with a model that shows what growth costs, what it is worth, and exactly what needs to happen to get there.
Enterprise value built in
Scale
Strategic financial leadership for businesses ready to build
BEST FOR
Businesses between $15M and $50M in revenue with real organizational complexity. Multiple revenue streams, a leadership team that needs alignment, and growth ambitions that require C-suite financial thinking without a full-time CFO. You are not looking for an advisor. You are looking for a strategic operating partner.
​
WHAT CHANGES
-
Everything in the Growth tier, plus deep scaling infrastructure. Your team evaluated against the demands of the next stage, your capacity chain assessed against your growth plan, and your marketing engine calibrated to what the business can actually absorb.
-
Your leadership team operates from a shared financial picture. Decisions get made with current data, in a structured cadence, without the founder being the bottleneck in every conversation about money.
-
Risk gets managed proactively. Tax exposure, covenant compliance, concentration risk, insurance gaps, all caught and addressed before they become crises that cost more to fix than to prevent.
-
The business begins building genuine enterprise value. Not just revenue, but the documented systems, financial discipline, and organizational maturity that make the business worth considerably
THE OUTCOME
A business worth more than its top line implies, built on systems, discipline, and organizational maturity that scale with or without the founder.
Pricing is set on the call. Every engagement is scoped to the business in front of me — so we talk numbers once we both know it's a fit, never before.