Financial Clarity & Support For Growing Businesses

You get a strategic partnership without the full-time cost. From forecasting and scenario planning to cash flow strategy and margin work, this is ongoing support that helps you lead with confidence. 

• Monthly or quarterly CFO guidance
• Forecasting and financial modeling
• Cash flow management
• KPI development and dashboarding 
• Pricing and margin analysis
• Strategic planning sessions

Strong financials start with structure. I help you get clean books, aligned workflows, and accurate reporting so you can trust your numbers again. 

• Monthly bookkeeping and reconciliations
• System cleanups and rebuilds
• Chart of accounts design
• Inventory and COGS structure
• Accrual workflows and internal controls
• POS, production, and integration support

You need more than numbers. You need insight. This is where financial clarity becomes real planning and real action. 

• Annual budgeting and forecasting 
• Multi-location financial visibility 
• Scenario planning
• Cash flow roadmaps
• Margin insights and pricing logic
• Operational guidance and decision support