Understand Your Numbers

Finance, accounting, and other nerdy subjects can feel overwhelming and daunting.
We’ll help you understand what the numbers mean and what to do about them.

Grow Your Business

We’ll help you design and implement a plan that will help you achieve your goals.

Get Back to the Work You Love

You started your business because you’re passionate about the work. Let us help you solve your business problems so you can get back to your passion.

What To Expect When Working With Me

As a passionate servant leader, I will guide you through the process of understanding your numbers, setting goals, and putting plans in place so you can win. You will get a customized financial assessment that is easy to understand and, most importantly, actionable. Consider me your one-stop shop for all your financial and operational needs.

Experience

You will get the benefit of 20 years of operations, finance, and leadership experience.  A former Nuclear Engineer in the US Navy, my consulting successes range from service businesses, SaaS startups, to large telecoms.

Transparency
and Integrity

When you work with me, you’ll always know what to expect and when to expect it.
There are no surprises.
Ever.  

The Heart of a Teacher

I am passionate about helping you understand the why behind everything we talk about so you can feel confident in the path forward.

What Can Your Engagement Include?

  • Business Plan Analysis
  • Financial Health Assessment
  • Strategy Development
  • Executive Coaching
  • Leadership Development
  • Business Process Optimization

1. Discovery

We will spend time going over you, your business, your goals, and the challenges the company is facing.

2. Analysis

I will do a deep dive into your finances and operations to develop a clear understand of what’s going right and what’s going wrong.

3. Process Driven Solution

We will work together to develop a plan that will help accelerate growth, increase margins, or launch your business.