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
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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
The entry point — visibility and discipline before heavy forecasting.
- Diagnostic baseline of your numbers;
- KPI scorecard of the drivers that matter;
- 13-week cash flow view;
- One 90-minute strategy session a month;
- Quarterly forecast refresh
Outcome: You trust your numbers and run on a steady monthly rhythm.
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
The flagship — for owners who've outgrown gut-feel and need to steer.
- Everything in Foundation;
- Living financial model with rolling forecasts;
- Scenario modeling, margin and pricing analysis;
- Decision support for hiring, pricing, and big purchases;
- Quarterly strategy resets and annual planning;
- Two working sessions a month
Outcome: You run the business on a forward plan, not gut feel.
Enterprise value built in
Scale
Full partnership — for scaling, financing, and exit decisions.
- Everything in Growth;
- Scaling infrastructure, controls, and reporting;
- Capital planning and financing readiness;
- Board, lender, and investor reporting;
- Risk management and capacity planning;
- Weekly contact, plus phone support
Outcome: Financing- and buyer-ready, with a CFO in the room for the big moves.
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.