Services

Focused Expertise. Defined Scope.
Real Results.

I work with a small number of clients at a time — intentionally. Every engagement gets my full attention. Here is what I offer and how to know which one is right for you.

Service 1: The Cash-First Operational Audit

Best for: Businesses that know something is wrong but can't pinpoint it.

I start every engagement the same way: I follow the cash. Cash flow is the most honest signal in any business — it reveals where money is leaking, where processes are broken, and where decisions are being made without good information.

Over four to eight weeks, I work alongside your leadership team to map your financial and operational reality, identify the root causes of friction, and deliver a written action plan with prioritized recommendations. You leave the engagement with a clear picture of what's actually happening in your business and a roadmap for what to fix first.

No vague consulting deliverables. A specific, actionable plan you can execute.

Duration 4–8 weeks

Typical Investment $5,000 – $12,000
(fixed fee, scoped in advance)

Deliverable Written findings report + prioritized action plan

Service 2: Systems Implementation & Optimization

Best for: Businesses whose tools are holding them back.

You have systems. You also have spreadsheets. You also have a few things in someone's head. The technology you bought to make life easier is now a patchwork — and your team is doing a lot of work to keep it from falling apart.

I lead end-to-end systems projects: ERP and accounting platform implementations, CRM optimization, billing and collections workflow redesign, financial reporting infrastructure, and the cross-functional integrations that make all of it work together. I do the project management, vendor coordination, change management, and team training.

When I leave, your systems work. Your team knows how to use them. And the documentation actually exists.

Duration 3–6 months depending on scope

Typical Investment $10,000 – $30,000
(project-based, fixed fee)

Deliverable Implemented system, trained team, documentation

Service 3: Fractional Controller Services

Best for: Businesses that need ongoing financial leadership without a full-time hire.

You are past the bookkeeper stage. You need someone reading the numbers, owning the close, building the reporting, and giving you a real financial point of view every month — but you cannot justify a $200,000 Controller and a $150,000 finance team.

I serve as your part-time Controller on a monthly retainer. Depending on your needs, that includes ownership of the month-end close, KPI and dashboard reporting, cash flow forecasting, vendor and customer financial relationships, audit preparation, and direct strategic guidance to ownership. I work in your tools, attend your leadership meetings, and serve as the financial voice in the room.

Real financial leadership, scaled to what you actually need.

Commitment Monthly retainer, 90-day minimum

Hours 8–20 hours per month depending on tier

Typical Investment $3,500 – $9,000 per month

Includes Month-end close, KPI reporting, cash flow management, financial leadership

Service 4: Internal Leadership Mentorship

Best for: Businesses that have someone ready to grow — but need a guide.

Most of my clients have somebody on their team — a Controller, an Operations Manager, a "Number 2" — who has the talent to grow into a real leadership role but has never had a real mentor. They were promoted into the seat. Nobody taught them how to sit in it.

I work directly with that person inside your business: structured 1:1 coaching sessions, shadowing on real projects, joint problem-solving on actual challenges, and a development path that builds executive capability over months instead of years. This is not training-by-PowerPoint. It is hands-on, in-the-trenches mentorship from someone who has held those roles.

When I leave, you have an internal leader who can sustain your systems and grow with the business.

Format Structured 1:1 sessions, shadowing, and live project participation

Duration Typically embedded within a larger project or retainer engagement

Outcome A trained internal leader who can sustain your systems after I leave

Not Sure Which One You Need?

Most engagements start with a discovery conversation where I listen to what's happening, ask a few pointed questions, and give you my honest read on what I think you actually need. No obligation. No pitch. Just a straightforward conversation.