You're great at running your business, but you need guidance on how to have a growing and more profitable business. We help successful business owners understand their numbers and take action to improve financial performance - without the cost of a full-time CFO.
Transform your financial stress into a growing and more profitable business with monthly CFO guidance that focuses on taking action, not just talking about numbers.
Get a clear picture of your business’s financial health in plain English – no confusing jargon, just actionable insights.
Understand exactly when money comes in and goes out, so you can plan growth without cash flow surprises.
Get data-driven answers to your biggest questions: “Can I afford this hire?” “Is this expansion worth it?
Build a roadmap for profitable expansion with financial models. Plan new locations, launches, and scaling with confidence.
Here’s a sobering fact: Most small businesses don’t make it. According to the SBA, 50% of businesses fail within their first five years. That’s one out of every two businesses.
Why do they fail? Poor location, bad employees, weak marketing, lack of demand – the list goes on.
But here’s what I’ve learned after 10+ years in corporate finance.
The real reason most businesses fail is simple…
No one is helping the owner understand their numbers and make smart financial decisions.
Think about it. Large corporations have entire finance teams and CFOs guiding every major decision. But small business owners? They’re making million-dollar choices based on gut feel and checking account balances.
Here’s the truth:
What you need is someone who does three critical things every month:
This is exactly what CFOs provide to Fortune 500 companies. Every growing business needs this same level of financial guidance.
That’s why I created a system specifically for businesses generating $500K or more annually.
I call it the Financial Clarity Framework – a proven process that transforms how you run your business.
The result? You’ll make confident decisions based on data, not guesswork.
There are three main stages to the Financial Clarity Framework.
Your CFO will start you at the beginning with stage 1.
We identify exactly what drives revenue, profit, and cash flow in your specific business. No more confusion about your numbers.
Together, we create clear financial targets for the next 1-5 years and build a roadmap to achieve them.
Every month, we review performance, identify priorities, and create specific action steps to keep you on track toward your goals.
You will be crystal clear about what needs to happen in order for your business to hit your one-year and five-year targets.
Monthly CFO Advisory for Growing Businesses
Your complete business financial review delivered in plain English.
Key metrics that matter for your industry and growth stage.
Specific steps to improve profitability and cash flow – we help you take action, not just understand numbers.
60-minute monthly meeting to discuss priorities and decisions.
Email and text access for urgent financial questions.
With over 10 years of executive-level financial leadership at Fortune 500 companies including CSAA Insurance Group, Nationwide, and JPMorgan Chase, I bring corporate financial expertise to growing small and mid-size businesses that need strategic guidance without the enterprise-level price tag.
Help successful business owners transform their companies into growing and financially successful businesses through actionable CFO guidance that delivers measurable results.
I follow The CFO Project methodology – a proven system that focuses on helping clients take action rather than just discussing numbers. My experience ranges from Fortune 500 corporate strategy to hands-on startup financial framework development, giving me unique insight into what works at every stage of business growth.
Your CPA focuses on tax compliance and historical reporting. We focus on business advisory – helping you understand your numbers and take action to grow and become more profitable. We help you transform your business, not just maintain it.
No. We work month-to-month with no setup fees and you can cancel anytime. We earn your business every month.
Perfect! These business models especially benefit from cash flow planning and strategic financial guidance to manage timing and growth decisions.
We specialize in companies generating $500K to $5M in annual revenue – businesses that are too large for basic bookkeeping but too small for expensive CFO firms.
Most clients gain financial clarity within the first month and start making more confident decisions immediately. The full transformation typically happens over 90 days.
