What the heck do I do?
glad you asked!
Great Question. I am the bridge between your historical numbers and the future business you want to build. I speak both numbers and strategy language.
I provide financial leadership for your growing business and 'take the next step' with them after your accountant/CPA does the bookkeeping, taxes etc.
I take the numbers and digest them and help you craft an exciting game plan each month.
Powerful Stuff if you are serious about running your business like a Pro.


The monthly action report
It's time to stop 'winging it' in your business. It's time to professionalize the way you understand your numbers and put together a business plan that directs your focus and energy into moving the needle of success. The Action Report is really a way to organize your financial strategy and keep track of certain areas of your business that affect cash flow in your business. I take your numbers and use them to give us insights as to what your business needs. Then we make plans every month to work ON the business in a way that creates and maintains positive momentum so you can minimize feelings of anxiety and overwhelm and replace them with financial confidence and business plan clarity. That is the goal and I have THE BEST way to accomplish this if your business is between $1M and $7M. Hands down.
success process
Complexity kills momentum and growth. I like to keep things simple so that we can make amazing progress as quickly as possible.
Right Fit Call
I might not be the right fit for what your business needs. After a quick chat, I will be able to understand your business more and if I am the best to help you.
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Financial Assessment
I can tell A LOT through your numbers. Instead of just telling you about what I do, I want to SHOW you how it is to work with me. I jump into your numbers and give you insights and a proposed plan of action
Action and progress
We take the plan and start making progress on the areas which will provide the most rewards for our efforts. I become your business buddy and help you connect your numbers and business plan like never before! This is where we use the CFO Growth Report