Financial Clarity. Strategic Growth.
Financial strategy that actually moves the needle
As a CPA, MBA, Certified Financial Planner™, and IRS Enrolled Agent with over a decade of experience helping small businesses with tax planning, financial strategy, and profitability, I bring a uniquely holistic approach to business finance and optimization. In my role as a Fractional CFO, I partner with CFO Compass, leveraging their industry-leading tools to deliver high-level CFO and accounting services to mid-sized businesses. This isn’t just bookkeeping. It’s expert guidance through financial complexity to drive strategic growth. We become a trusted extension of your team, committed to your financial health and long-term success.
What You Can Expect
Step 1. Discovery Call
In a no-obligation call, we discuss your business, goals, and challenges. Then, provide financial access for a complimentary health review.
Step 2. Financial Health Review
Our team confidentially analyzes your financials, identifying strengths and strategic opportunities to improve.
Step 3. Clear Proposal
We present our findings, tailored recommendations, and transparent service options. All your questions answered, pressure-free.
Step 4. Service Activation
Once you approve our proposal, we’ll activate your chosen services. Our focus is on a smooth start and delivering immediate and long-term value—all without lengthy contracts.
Ready to explore the possibilities?
