Discovery Call
We start with a simple conversation. You tell us about your business, your goals, and what’s currently keeping you up at night. I’ll share where I can support you and what working together looks like. No pressure—just clarity.
Deep Dive Financial Review
Before we create any plans, we take time to understand the financial heartbeat of your business. This review gives us a clear picture of your systems, cash flow, pricing, profitability, and opportunities for improvement.
You’ll finally see what’s working, what’s not, and where the real potential lies.
Tailored Strategy & Implementation
From there, we build a strategy that aligns with your goals—whether that’s paying yourself more, improving cash flow, clarifying pricing, or scaling sustainably. We don’t hand you a list of tasks and walk away; we work alongside you to implement the systems and structure your business needs.
Ongoing Partnership & Support
As your CFO Advisor, we are by your side each month to review your numbers, talk through decisions, and ensure your business is moving forward with intention. You’ll never have to make major financial decisions alone again.