My Services
Every situation is different, but they usually fall into one of the below buckets.
Not sure which fits? That's the most common starting point. I offer a 45-minute consultation, meant to help you figure out what kind of support actually makes sense for where you are.
Project-based consulting
Aim True: Strategic Projects
FOR: Owner-operators with a specific problem you need solved. Pricing isn't right. You don't know which offerings are actually profitable. You're wondering if you can afford to hire or expand. Your margins feel thin but you can't figure out why.
OFFERING: We define what we're solving, I dig into your numbers and business, and we figure out what's actually happening. I give you recommendations and help you plan implementation. You run with it.
Examples:
Deep analysis of your business model and profitability
Cash flow forecasting
Pricing strategy and restructuring
Marketing investment analysis
Growth scenario planning
Cost structure optimization
Hiring/firing decision making
On Target Package
FOR: Business owners who know their numbers should be driving decisions, but right now don't have the systems or clarity to make that happen. You're not sure what to track, whether your bookkeeping setup is right, or how today's choices connect to where you're trying to go.
OFFERING: Over 8 weeks, we build the financial foundation your business is missing. I audit how you're currently tracking money, get your bookkeeping and tax strategy on solid ground, identify the KPIs that actually matter for your goals, and hand you a forecast template that ties it all together. You walk away with a clear system and a plan you can actually use, not just a report.
Includes:
Audit of your current financial workflows and where the gaps are
Bookkeeping recommendations: software, in-house vs. outsourced, and process fixes
High-level tax strategy review, with referral and coordination with a tax professional as needed
Custom KPIs built around your specific goals, not a generic template
An easy-to-update financial forecast template tied to those KPIs
Bookkeeping cleanup can be added at the start of the engagement for an additional fee.
Ongoing retainers
FOR: Owner-operators who know what their numbers should be telling them, but don't have time to stay on top of them. You need regular visibility into what's actually happening, and you want someone managing the bookkeeping so you're not juggling it yourself.
OFFERING: We set up a reliable rhythm where you always know where you stand. I review your bookkeeping and pull regular reports that show you what's working, where money is going, and how you're tracking against your forecast. We review together so you understand what the numbers mean and how to use them to guide decisions.
Includes:
Regular financial reports tied to your KPIs
Forward-looking forecast that stays current with your actual performance
Clear breakdown of profitability by offering or service line
Real-time visibility into cash flow and key metrics
Check-ins to walk through results and adjust forward
Can be quarterly or monthly; monthly requires that you have professional bookkeeping through Take Aim or another provider
Locked In
FOR: Owner-operators who want an ongoing partner that knows their business inside and out. You're hitting inflection points and need to make strategic decisions based on actual numbers.
OFFERING: I become familiar with your business and your numbers. We meet regularly to review what happened, what it means, and what to do about it. Over time, you develop real understanding of what works in your business, what doesn't, and where to invest next.
Often includes:
Monthly financial review and analysis
Breakdown of which parts of your business are actually profitable
Scenario modeling when you're making big decisions
Real-time visibility into what's actually happening
Strategic input when you need to think through a decision
True North
Contact me
Interested in working together? Set up a free consultation!