Services
Every package is a flat monthly fee — no hourly billing, no surprise invoices. Scope is set together before we start, and it can move up or down as your business changes.
For owners with a bookkeeper in place who need someone senior reviewing the work and reporting on it.
For businesses that need the numbers cleaned up and someone helping steer with them.
For established businesses making real capital, growth or exit decisions.
Not sure which one fits? That's what the free review is for. I'll tell you the level I'd recommend — including if the answer is "you don't need me yet."
For startups & scaling companies
Most founders don't need a full-time CFO. They need reliable financial information, better visibility into cash flow, and someone who can help them understand the numbers as the business grows.
Reliable bookkeeping is the foundation for every financial decision.
Bookkeeping plus interpretation — where this goes beyond a regular bookkeeper.
Very startup-specific: can we hire, how long does our cash last, how much revenue do we need.
Getting off spreadsheets and onto systems that scale.
Is this you?
“Our bookkeeping is behind.”
Many growing businesses reach a point where financial records can no longer be managed evenings and weekends. Accurate bookkeeping creates the foundation for reporting, cash flow management, financing, and growth.
“We don't know where our cash is going.”
Cash flow forecasting and monthly reviews help identify issues before they become emergencies.
“Everything is in spreadsheets.”
Manual processes waste time and increase the risk of mistakes. I help businesses streamline bookkeeping, reporting, accounts payable, and month-end processes.
“We're growing but don't have proper reporting.”
Management reports and KPI dashboards that support better decisions.
“We're preparing for financing or investment.”
Financial projections and reporting packages for lenders and investors.
A focused 20–30 minutes, no cost, no pitch. If you're comfortable sharing financial statements in advance, I'll review them before the meeting — and we'll look at how your numbers run today, honestly, whether or not you hire me.
Prefer to call? 778-677-3898.