Whether you need a single strategy call or a full monthly partnership, there's an entry point that fits where you are.
SERVICE 01
Starting at $497 * 60 minutes
You've got a question. I've got the CFO brain. For 60 minutes, it's yours.
Bring me the specific thing you're wrestling with — a hire, a pricing decision, a loan you're considering, a slow-paying client, a cash gap that doesn't add up. We strategize live. You walk away with a clearer head and a real direction.
What you get:
60 focused minutes to pick a CFO's brain on your specific question
Live strategy — not a lecture, a real conversation
Straight talk from someone who's advised businesses through the exact decisions you're facing
No prep required. No follow-up deliverable. Just 60 minutes of clarity when you need it most.
SERVICE 02
Before we can build a strategic plan for your business, we have to know what's really going on. The Financial Assessment is where we find out.
I take a deep look at how your business has been performing — not just this month, but over time. You get the 10,000-foot view of your company most owners never see: what's working, what's leaking, and where the real opportunities are hiding.
By the end, you'll have clarity on where your business actually stands — and a clear picture of what it would look like to bring me on as your strategic partner to fix what we find.
Who it's for:
Established business owners doing $2M+
Owners who suspect something's off but can't pinpoint it
Businesses considering a major decision — a hire, an expansion, an acquisition, or an exit
Anyone ready to stop guessing and start running their business on data
Investment: Custom, based on your business size and complexity.
You get what corporate CEOs have always had: a strategic financial partner sitting next to you, seeing the road ahead, and helping steer the business toward its proper destination.
What this looks like for you:
You always know where you stand — no more end-of-month surprises, no more "I thought we had more cash than that"
You make big decisions with confidence — hires, loans, expansions, deals; you never have to guess whether the numbers work
You have a clear picture of where the business is going — a 1, 5, and 10-year plan we build and update together, so growth stops being a gut feeling and becomes a map
You have a CFO in your corner when it counts — direct access between meetings, so when a decision can't wait, you're not making it alone
You stop working IN your business long enough to work ON it — the monthly rhythm forces the strategic thinking most owners never have time for
You build a business worth inheriting — one that could sell, scale, or pass down; not one that only works while you're inside it