You may benefit from my services if....

You’re a small or start-up business and don’t know where to begin

You’re managing your books yourself — but it’s taking too much time

You’ve launched your business, but setting up accounting systems, choosing the right software, and understanding what “good financials” even look like feels overwhelming.

How I help:

I set up clean, accurate accounting systems from the start so you can make confident decisions and avoid costly cleanup later.

You’re managing your books yourself — but it’s taking too much time

You can do the bookkeeping, but it’s eating into time better spent running your business.

How I help:
I take bookkeeping off your plate while keeping you informed with clear, usable financial reports.

Your financials exist… but you don’t trust them

You’re managing your books yourself — but it’s taking too much time

You’re growing and need more than basic bookkeeping

Reports don’t tie out, balances don’t make sense, or you’re unsure whether your numbers are accurate.

How I help:
I review, clean up, and maintain your books so your financials are reliable and decision-ready.

You’re growing and need more than basic bookkeeping

You’re growing and need strategic financial leadership

You’re growing and need more than basic bookkeeping

Your business has outgrown “just categorizing transactions.” You need insight, structure, and guidance.

How I help:
I provide controller-level support, cash-flow oversight, and customized reporting as your business scales.

You work with a CPA and need clean books for tax time

You’re growing and need strategic financial leadership

Your CPA needs accurate records, but you want someone handling the day-to-day details.

How I help:
I partner seamlessly with your CPA to ensure your books are tax-ready, year-round.

You’re growing and need strategic financial leadership

You’re growing, adding complexity, and making higher-stakes financial decisions — but you don’t need (or want) a full-time CFO.

How I help:
I provide fractional CFO support with strategic insight, forecasting, and cash-flow guidance to support growth.

You may benefit from my services if....

You’re a small or start-up business and don’t know where to begin

You’re managing your books yourself — but it’s taking too much time

You’re managing your books yourself — but it’s taking too much time

You’re managing your books yourself — but it’s taking too much time

You’re managing your books yourself — but it’s taking too much time

You’re managing your books yourself — but it’s taking too much time

Your financials exist… but you don’t trust them

You’re managing your books yourself — but it’s taking too much time

You’re growing and need more than basic bookkeeping

You’re growing and need more than basic bookkeeping

You’re growing and need strategic financial leadership

You’re growing and need more than basic bookkeeping

You work with a CPA and need clean books for tax time

You’re growing and need strategic financial leadership

You’re growing and need strategic financial leadership

You’re growing and need strategic financial leadership

You’re growing and need strategic financial leadership

You’re growing and need strategic financial leadership

My services may not be the best fit if…

Not sure where you fall?

Schedule a consultation

You may benefit from my services if....

You’re a small or start-up business and don’t know where to begin

You’re managing your books yourself — but it’s taking too much time

You’re managing your books yourself — but it’s taking too much time

You’re managing your books yourself — but it’s taking too much time

You’re managing your books yourself — but it’s taking too much time

You’re managing your books yourself — but it’s taking too much time

Your financials exist… but you don’t trust them

You’re managing your books yourself — but it’s taking too much time

You’re growing and need more than basic bookkeeping

You’re growing and need more than basic bookkeeping

You’re growing and need strategic financial leadership

You’re growing and need more than basic bookkeeping

You work with a CPA and need clean books for tax time

You’re growing and need strategic financial leadership

You’re growing and need strategic financial leadership

You’re growing and need strategic financial leadership

You’re growing and need strategic financial leadership

You’re growing and need strategic financial leadership

My services may not be the best fit if…

Not sure where you fall?

Schedule a consultation

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