As Business Owner are You Struggling with Stagnant Profits or Unpredictable Cash Flow?

Have a Small Business CFO Help You Overcome Stressful Business Hurdles with a Proven 6-Step Plan for Consistent Cash Flow and Profitability

Find the Road to Business Success and Financial Clarity

Are you feeling stuck in the challenging cycle of running a business? You’re not alone. Many business owners like you grapple with the same frustrating issues – stagnating profits, unpredictable cash flow, and the overwhelming complexity of managing a business. It’s like navigating a ship in uncharted waters, where every decision can feel make-or-break.

But here’s the truth: these problems aren’t just obstacles; they’re signs that your business is ready for a transformation.

Introducing Small Business CFO Services

With a wealth of experience and a CPA background, I am equipped to steer your practice towards financial health and business excellence. I am your partner in transforming challenges into opportunities and ensuring your practice thrives in a competitive landscape.

Aligning Financial Strategy with Business Goals

The alignment of your financial strategy with your business goals is not just beneficial—it’s critical for lasting success. 

This synergy is where my unique background as both an entrepreneur and a CPA becomes your advantage. With experience in building, growing, and selling businesses, combined with deep financial expertise, I bring a comprehensive understanding of how to intricately weave your financial planning into the fabric of your business objectives. 

This integrated approach ensures that every financial decision supports your broader business aspirations, from expanding market reach to optimizing operational efficiency. It’s about creating a cohesive strategy where your financial goals and business vision are not just parallel tracks but one unified path leading to sustainable growth and success.

The 6-Step Plan and Monthly Scorecard

My approach is simple yet powerful. We break down your journey into a strategic 6-Step Plan, tailored to your business’s specific needs. Each step is designed to tackle key areas – from establishing financial clarity to streamlining operations and boosting profitability.

Here's what sets this plan apart:


Target Setting:

We start by setting clear, achievable targets. These aren’t just arbitrary goals; they’re your roadmap to success.


Monthly Scorecards:

Each month, you’ll receive a straightforward scorecard. This is your compass, showing exactly where you stand against your targets – in plain, easy-to-understand language.


Prioritizing Actions:

We focus on what matters most. Each month, we identify and prioritize actions that drive you towards your targets, ensuring every step is meaningful.


Review and Adapt:

Business is dynamic. Our plan is too. We continuously review and adapt strategies to keep you on the path to growth.


Financial Expertise:

As a CPA, I bring a wealth of financial expertise, ensuring your decisions are both profitable and financially sound.


Entrepreneurial Insight:

My experience as an entrepreneur means I offer practical, real-world advice, not just theory.

No Hard to Understand Financial Jargon

In the world of business growth and financial strategy, it’s easy to get lost in a sea of jargon and complex terminology. 

But when you work with me, you’ll find a refreshing change. I believe in demystifying the financial aspects of your business with clear, straightforward communication. No convoluted jargon, no perplexing financial speak – just plain English that makes sense to you. 

This approach ensures that you’re not just following recommendations, but truly understanding them. This clarity is vital for making informed decisions that align with your business’s vision and goals. It’s about empowering you with knowledge, in a language that resonates with you, so you can confidently steer your business towards sustained growth and profitability.

Your Small Business CFO and Business Coach in One

You might be wondering if I’m more of a Small Business CFO or a business coach? Well, it’s a bit of both. I combine the know-how of a financial expert with the practical skills of a seasoned business coach. This means you get the best of both worlds: smart financial advice to keep your numbers in check and hands-on coaching to push your business forward. 

My role is all about making complex finance stuff simple and giving you the strategies you need to reach your goals. 

Think of me as your financial guide and your business growth partner, all rolled into one.

Why It's Essential, Not a Luxury

Think of this service not as a luxury, but as an essential tool in your business arsenal. In today’s competitive world, having a clear financial strategy aligned with your business goals isn’t just nice to have – it’s a must-have.

Your Transformation Awaits

So, are you ready to move from uncertainty to confidence? From erratic growth to steady, sustainable growth? Let’s make it happen together.

Take the first step, schedule a no pressure Financial Insights Session with me, and let's embark on this journey together.