Services
Every stage has a next move.
Here's yours.
I partner with 6- and 7-figure business owners every month to grow profit, scale with control, and build a business worth more, whether you keep it or sell it.
Book a right fit callCore offer
Monthly CFO Partnership
Your go-to financial partner, every month. We track what matters, decide what's next, and keep your value climbing.
Your books live in QuickBooks Online, so your numbers stay current and our time goes to strategy, not cleanup.
Book a right fit callWhat's included
Monthly strategy meeting
Focused on your next best moves.
Customized scoreboard
See at a glance how your business is trending.
Monthly performance report
A detailed analysis that's yours to keep.
Clear targets, Focused goals, Observable results
Set together at kickoff and tracked every month.
A go-to financial guide
Support between meetings, so you're never figuring it out alone.
Your stage, your focus
Same partnership.
The focus shifts with your stage.
Wherever you start, every month moves your business closer to being worth more.
Stage 01
Grow it.
Build profit and cash flow you can count on.
What we focus on
- Know your numbers every month
- Predictable cash flow
- Find and plug money leaks
Stage 02
Scale it.
Grow without losing control.
What we focus on
- Forecasts you can make decisions with
- Healthier margins as you grow
- Less owner dependence, more freedom
Stage 03
Sell it.
Build value a buyer will pay for.
What we focus on
- Know what drives your value
- Buyer-ready financials and story
- Work alongside your deal team
Start here or go deeper
Need a focused look first?
One-time · Half day
4-Hour Intensive Financial Analysis
Half a day inside your numbers. We analyze your revenue, profit, profit margin, operating cash flow and 5 key ratios, find where the problems are, and pinpoint exactly where to dig in.
You leave withClear decisions to increase cash flow and profitability.
Book a right fit callOne-time · For owners selling in 1–5 years
Sell-Ready Audit
A one-time review of how your business looks through a buyer's eyes: your financial records, the drivers behind your value, and the gaps to close before you go to market. The earlier you start, the more value you can build.
You leave withA prioritized plan to get sell-ready.
Book a right fit callNot sure where to start?
Find out if your business is financially fit. It's a free 2-minute quiz with instant results. Or book a right fit call and we'll find your next best move together.