Work with me

The engagement ladder

Each step demonstrates value before the next. You see where you stand, then decide how far to take it — no long contracts, no leap of faith.

Cash Flow Diagnostic

A focused first look at where cash breaks — the 5C Diagnosis run on your real numbers.

Free intro · $497 Snapshot

Foundation Build

Messy books rebuilt into financials you can run on. Zero-variance reconciliation, clean statements, a chart of accounts that tells the truth.

$7,500–10,500

90-Day Cash Flow Reset

Stabilize liquidity with a rolling 13-week forecast. Stabilize, optimize, build — the sprint from the book, installed.

$4,500/mo × 3

CFO Advisory

Ongoing CFO-level reporting and decision support — the operating system, running month after month.

$5,500/mo
WHO THIS IS FOR

Founder-led, $2M–$20M

Owners who run real businesses and want CFO-level clarity without a full-time hire.

DEEP BENCHES

Childcare & ECE · Faith-based · Nonprofits

Sectors where I’ve done the reconciliations, the acquisitions, and the board work myself.

HOW IT STARTS

One conversation

Thirty minutes, your numbers, no pitch. If the system fits, you’ll know before we hang up.

Not ready for a call?

Tell me about your business instead.

Three fields, no obligation. I read every one of these myself and reply personally — usually within one business day.

Start here

Let’s look at your numbers together.

A 30-minute conversation. You bring the questions; I bring the system.

Book a 30-minute call