Start. Structure. Scale.

A Process for Sustainable Business Growth

At the core of my approach is a simple yet powerful methodology:

Start. Structure. Scale.

These three steps guide every business I work with through a seamless progression from foundational setup to strategic growth and long-term success. By focusing on these stages, we ensure that your business is positioned for stability, profitability, and scalability, regardless of where you currently stand in your journey.

Each of my services is designed to meet businesses where they are and help them evolve at every stage. Whether you're just getting started, looking to refine your financial systems, or ready to scale with a dedicated CFO partner, my product suite is built to provide you with the clarity, support, and strategies you need to succeed.

Strong Foundations

  • Strong financial insights begin with solid systems. During our onboarding process, I’ll conduct a comprehensive review of your existing financial systems — including bookkeeping, point of sale, and inventory tracking. This audit will identify areas for improvement, helping you establish a robust foundation to generate actionable, insightful financial reports.

    This service is designed to set your business up for financial clarity, empowering you to make smarter decisions from day one.

    • A review of your current financial processes and sales data

    • Recommendations for system improvements

    • Setup of data structures, financial processes, and templated reports

    • Hands-on training and 3 monthly check-ins and Q&A support to ensure you can maintain and effectively use the new processes and reports going forward

  • Starting at $3500

Reporting and Analytics

  • My reporting & analytics service provides tailored detailed insights to help you optimize operations and make informed, strategic decisions.

    Together, we develop an annual financial plan, keeping your business on track for success. Through monthly meetings, we review your progress, assess your goals, and make informed decisions to drive continued growth.

    • Annual Business Planning: I’ll help you develop an actionable business plan based on your financial data.

    • Monthly Check-In Meetings: These meetings include a review of your business financial health (P&L, Balance Sheet, Cash Flow) and address key business decisions (such as pricing, operating models, financial health, and sales & marketing initiatives). Supported with tailored financial analytics, I’ll help you make informed, sustainable, data-driven choices.

    • Self-Service Bookkeeping & Data/Processes: Ongoing Q&A support to ensure your systems are running smoothly

  • Starting at $1000 per month.

    Available only to clients who have completed Strong Foundations

Fractional CFO

  • My comprehensive Fractional CFO services provide the strategic financial leadership you need to scale efficiently and sustainably.

    From multi-year strategic planning to financial modeling and forecasting, I empower business owners to make data-driven decisions and navigate growth with confidence. With a focus on maximizing profitability, mitigating risk, and driving long-term success, my tailored services cover every facet of your financial strategy and operations.

  • Full Financial Strategy & Advisory

    • Custom 3 year profit and growth plan tailored to your revenue goals, profit margins, and long-term vision.

    • Financial modeling and forecasting, including annual budgeting and scenario planning to mitigate risk and maximize profit.

    • Pricing and profitability optimization with data-driven strategies to refine pricing, reduce costs, and increase margins.

    Advanced Reporting & KPIs

    • Monthly financial review (P&L, Balance Sheet and Cash Flow) and strategy call with performance tracking and proactive recommendations.

    • Custom KPI reporting with financial and operational metrics to track progress at a glance.

    • Quarterly deep-dive analytics reports with performance reviews, trend analysis, margin breakdowns, and financial benchmarking.

    Financial Operations & Compliance

    • Bookkeeping oversight to ensure smooth, accurate financial processes.

    • Systems and process optimization to streamline financial operations and improve efficiency.

    • Tax strategy and planning to ensure compliance

    • Risk management and financial controls to safeguard against potential financial vulnerabilities.

  • Starting at $4,000 per month

    Client’s who have not completed Strong Foundations may require an on-boarding fee.