Services
Practical financial work
that moves the needle.
Three focused service areas — each designed to give small business owners the financial clarity they need to make confident decisions.
Your financial picture, at a glance.
Dashboards & Reporting
Most small business owners are flying blind — pulling numbers from three different places, manually building reports, and still not sure what they mean. I build custom dashboards that consolidate your key financial data into a single, easy-to-read view. No spreadsheet expertise required.
You open one screen and immediately know how your business is performing. No digging, no guessing.
What You Get
- Custom dashboard built to your business and reporting cadence
- Revenue, expense, and margin tracking in one place
- Month-over-month and year-over-year comparisons
- Automated data pulls where possible to reduce manual work
- Plain-English summary of what the numbers mean
Clean books. Consistent processes. Less stress.
Financial Process Organization
Disorganized finances cost you time, money, and peace of mind. Whether your books are behind, your categorization is inconsistent, or you just have no clear process for managing financial tasks, I help you build a system that actually works — and stays working.
Your finances run on a predictable schedule. Month-end is no longer a scramble.
What You Get
- Financial workflow audit and gap analysis
- Chart of accounts cleanup and standardization
- Month-end close process documentation
- Vendor and expense categorization review
- Recurring task calendar and ownership assignments
Know what is coming before it arrives.
Cash Flow Insights
Cash flow surprises are one of the top reasons small businesses struggle — even profitable ones. I analyze your cash position, receivables, payables, and burn rate to give you a clear, forward-looking picture of where your money is going and when.
No more surprises. You know what is coming and have time to act before it becomes a problem.
What You Get
- 13-week rolling cash flow forecast
- Receivables aging analysis and collection timeline
- Payables scheduling and cash timing recommendations
- Scenario modeling (best case, base case, downside)
- Monthly cash flow review and narrative summary
How It Works
A straightforward process,
start to finish.
Discovery Call
A 30-minute conversation to understand your business, your current financial setup, and what you are trying to solve. No pitch, no pressure.
Assessment
I review your existing data, processes, and tools to identify gaps and opportunities. You get a clear picture of where things stand before we agree on anything.
Proposal
A straightforward scope of work with clear deliverables, timeline, and pricing. No surprises, no hidden fees.
Delivery
I build, document, and hand off everything we agreed on — with a walkthrough so you actually understand and can use what I built.
Not sure which service
is right for you?
That is what the discovery call is for. Tell me about your business and I will help you figure out where to start.
50+
Small businesses served
100%
Owner-direct communication
24hr
Response time guarantee
3
Focused service areas