Clarity in your numbers. Confidence in your decisions.
Flexible Support, Tailored to Your Business
Whether you need a quick monthly check-in or full-scale financial leadership, I’ll meet you where you are and help you build the tools and insights you need to move forward with purpose.
Essentials
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Includes: Monthly or quarterly review of financial reports; strategy session to identify trends, risks, and opportunities; light recommendations on areas to investigate or improve.
Ideal for businesses with in-house bookkeeping, but no strategic finance lead.
Strategic Advisory
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Includes: Ongoing monthly financial analysis & performance review; customized KPIs and dashboards; budget development and forecasting; ad hoc financial modeling or decision support; high-level guidance to support leadership and operations.
Ideal for businesses looking to build structured financial processes to stay on top of performance.
Full-Scope Support
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Includes: Full development of a corporate model and budget; structured monthly review process and executive-ready insights; strategic planning support and scenario modeling; banking and financial partner relationship management; collaborative leadership alongside your management team.
Ideal for businesses ready to bring on strategic leadership to build out the finance function and navigate changing business conditions.
