Helping You Make Sense of the Numbers: Without the Headache
Financial Consulting for Small Businesses
Clear Answers. Honest Advice. Real Results.
Numbers tell a story — but only if you know how to read them. If you’ve ever looked at a report and thought, “What am I even looking at?” you’re not alone. That’s where I come in.
What You’ll Get
Realistic Budget Planning
Set clear goals based on where your business stands
Spending Reviews & Forecasting
Identify trends and prep for slow or high-volume seasons
Tax & CPA Readiness
Clean, structured reports to simplify tax prep
Clarity, Not Complexity
You won’t get long PowerPoints or vague suggestions. I give feedback based on your real numbers, actual goals, and how your business really runs. Whether you’re a solo founder or a growing team, I’ll simplify what matters so you can make smart decisions with confidence.
- Forecasting revenue
- Flagging problem areas
- Cleaning up messy reports
- Creating easy-to-understand summaries
Who I Work With
Construction Contractors
Real Estate Investors & Landlords
SaaS & Tech Founders
Logistics & Service-Based Businesses
Small Retail & E-commerce Owners
Most of my clients don’t need a CFO — they just want someone honest and experienced who can help them see the road ahead.
Need Help with Year-End Financials?
I work directly with CPAs to prepare year-end financials for small businesses, so tax season runs smoothly. Whether you’re catching up or prepping ahead, I’ll make sure nothing gets missed.
Testimonials
What My Clients Say?
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Amanda Lee
CEO & Founder Crix
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Adam Cheise
Director at Dynamic
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Adam Cheise
Director at Dynamic
A Few Of My Clients
Let’s Make the Numbers Work for You
You don’t need more data. You need clear, honest advice you can act on. Whether you need help this quarter or just a check-in every few months, I’ll meet you where you are and help you grow with confidence.