Build a more profitable, valuable business.
You already have someone recording what happened. I help you understand what it means, decide what happens next, and plan the financial path forward.
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Established owner-led businesses ready for the next stage.
I work best with founder-led service businesses typically doing $2M–$5M in annual revenue with a real path and desire to grow toward $10M.
You likely already have bookkeeping and tax support in place. What you need now is someone who can stay close enough to the financial picture to help you make stronger decisions around profitability, cash flow, pricing, hiring, growth, investment, and what to do next.
Clean Enough Books
A competent bookkeeper or accounting function is already in place.
Decisive Ownership
You want clear advice, make decisions, and implement recommendations.
Real Growth Goals
You want to grow more profitably, not simply build a bigger and harder business.
You know how to grow revenue. But are you building a more profitable business, or just a bigger, harder one?
A structured financial rhythm throughout the year.
Monthly Financial Review
- P&L and balance sheet
- Cash position
- Revenue and margin trends
- Key KPIs
- Material variances
- Budget and forecast performance once established
- Items requiring attention
Analysis and interpretation only. This does not include bookkeeping or transaction-level cleanup.
Monthly Strategy Meeting
One scheduled virtual meeting each month to review:
- What changed
- What matters
- What I’m watching
- What I recommend
- Decisions and actions that need to happen next
Meetings are scheduled in advance so the relationship stays consistent and efficient.
Quarterly Strategy Session
One 90-minute strategy session each quarter, replacing that month’s regular meeting.
- Profitability
- Cash
- Progress against goals
- Growth priorities
- Major financial decisions
- Forecast changes
- Next 90-day priorities
Annual Budget + Planning
- Annual operating budget
- Forecast based on historical results, current run rate, and management assumptions
- Up to two rounds of revisions
- One 2-hour annual strategic planning session
- Financial targets and priorities for the year ahead
Timely client input is required around revenue expectations, hiring, pricing, investments, and other operating assumptions.
Financial support with context.
The value of an ongoing advisory relationship is continuity.
I know the business, understand the financial history, know what you are trying to accomplish, and can step into financial questions without having to relearn the context every time.
- Reasonable email and call support
- Financial decision support
- Support for your bookkeeper when reporting or financial questions arise
- Coordination of relevant forecasts and financial information with your tax CPA for quarterly estimate planning and year-end tax planning
You are not paying me to be your full-time CFO. You are paying me to know your business well enough to be useful when it matters.
What Strategic Advisory is not.
- Bookkeeping
- Transaction entry
- Bank reconciliations
- Payroll administration
- AP / AR
- Bill pay or collections
- Day-to-day controller work
- Operational project management
- Unlimited meetings or availability
- Unlimited custom modeling
- Tax return preparation unless separately engaged
More complex work such as multi-entity reporting, lender or investor reporting, project-level finance work, extensive modeling, transaction support, or materially higher-touch support is scoped and priced above the $5,000/month minimum.