CFO

Let me do the heavy lifting by turning financial complexity into clarity. Some companies just need someone a phone call away, while others benefit from more hands-on support.

I bring real value as a collaborative partner, focused on building long-term relationships and supporting your key management goals. I’ll help you assess margins, build confidence during growth phases, and shift from basic cash tracking to intentional, strategic spending.

1. Cash Flow Forecast

Move through the 3 phases of cashflow management (Bank balance, operating cashflow & free cashflow)

2. Financial Analysis

Identify key financial trends to make better business decisions.

3. Debt Load Management

Create strategies to manage or reduce debt and improve cash flow.

4. Health Check and Business Operations

*Evaluate operational efficiency and financial sustainability.

5. Revenue and Key Performance Indicators

*Track what truly drives growth and long-term profitability.

Explore Packages
Starting at $375

Bookkeeping

Accurate records are the foundation of sound business decisions. When companies can’t trust their financials, they lose the confidence to act. Tax planning begins at the bookkeeping level, where clear data drives smarter choices throughout the year.

We equip your management team with the tools they need to make faster, more informed decisions using AI-driven accounting. It’s time to move from uncertainty into clarity.

1. P/L & Financial Statement creation

Generate clear, professional reports to understand your business health.

2. Classify Income and Expenses

Accurately organize financial activity for better tracking and tax prep.

3. Bank Reconciliation

Match bank records with your books to ensure accuracy and prevent errors.

4. Full Payroll Service

Manage employee payments, deductions, and filings with full compliance.

Explore Packages
Starting at $125

Your Finance Team

Some clients need a more hands-on approach that combines both services. This custom plan allows you to mix and match bookkeeping and CFO support into one seamless solution tailored to your business.

White glove service (All Included)

A custom-built solution that blends full accounting and CFO support into one unified plan. Gain clarity on what drives growth and long-term profitability.

CUSTOMIZE TODAY

Your Path to Financial Clarity

Meet Us
Schedule your appointment today
Proposal
We will work with you to make a financial plan
Solution
Start taking action today

“Peace demands the most heroic labor and most difficult sacrifice.”
Thomas Merton