Services
Financial Clarity. Cashflow Control. Confident Decisions.
I help business owners move from financial confusion to financial leadership using a structured, practical approach — not generic advice or one-off fixes.
Whether you need clarity, decisive action, or long-term financial systems, every service below is designed to meet you at the right stage — without overwhelm or pressure.
START HERE
Financial Clarity Session (1:1)
If you’re unsure what you actually need — this is where you begin.
The Financial Clarity Session is a paid, focused conversation designed to:
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diagnose what’s really happening in your business finances
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identify what matters now vs. later
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determine the most effective next step (if any)
Best for:
Business owners who want clear answers instead of guessing.
You’ll walk away with:
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a clear financial diagnosis
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prioritized next steps
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confidence about the right path forward
➡️ This session may lead to a VIP Day, a 3-month CFO engagement, or ongoing support — but only if it’s appropriate.
[Book a Financial Clarity Session]
DECISIVE, HIGH-IMPACT SUPPORT
VIP Day Intensives (Application Required)
VIP Days are half-day, high-impact strategy intensives designed for business owners who want real decisions and real outcomes without ongoing commitment.
These are not introductory services — they are reserved for owners ready to engage deeply and walk away with a clear plan of action.
Every VIP Day requires an application and approval to ensure alignment with your goals.
Available VIP Day Intensives
Financial Clarity VIP Day
A focused half-day that turns financial fog into sharp insight.
Best for business owners who need orientation and clarity before planning or implementing change.
Outcome: You leave with prioritized financial decisions and a clear next-step roadmap.
Cashflow Stabilization VIP Day
Designed for owners with unpredictable cash flow or stress around owner pay.
Best for stabilizing your cash position and building predictable money rhythms.
Outcome: You leave with a cashflow rhythm, guardrails, and a 90-day stabilization plan.
Profit & Pricing Strategy VIP Day
For businesses with good revenue but thin margins, underpriced offers, or unclear profitability.
Best for tightening pricing and fixing the math of your business.
Outcome: You leave with pricing corrections, profit guardrails, and a profitability roadmap.
Revenue Planning & Expansion VIP Day
For established owners ready to grow intentionally with a sustainable plan.
Best for mapping out how to scale while honoring your capacity and cashflow.
Outcome: You leave with a 12-month revenue map and a clear execution plan.
➡️ All VIP Days are focused on decisions, not teaching, and include a tailored 90-day execution plan.
CORE CFO TRANSFORMATION
From Vision to Viability — 3-Month CFO Intensive
This is my signature CFO engagement for business owners ready to stop reacting and start operating with intention.
Over three months, we:
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build or refine your financial foundation
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install decision-making systems
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improve cashflow, margins, and owner pay
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align your finances with your business vision
Best for:
Established business owners who want sustainable systems — not quick fixes.
Outcome:
You understand your numbers, trust your decisions, and lead your business with confidence.
➡️ Enrollment is by acceptance after applying or after a Financial Clarity Session.
[Apply for From Vision to Viability]
EDUCATION & STRATEGY LABS
CFO Strategy Labs (Group Sessions)
CFO Labs are focused, topic-specific sessions designed to deliver education and strategy in a group setting.
Labs are ideal if you:
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want CFO-level insight without ongoing 1:1 support
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prefer learning in a structured group environment
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are focused on a specific financial topic
Current Labs Include:
Cashflow Command Lab™
Learn how to understand, forecast, and manage cashflow with confidence.
This lab walks you through the core drivers of cash stability and how to spot issues before they become emergencies.
Best for: Owners who want better cash awareness without committing to 1:1 support.
Financial Clarity Deep Dive™
Gain insight into what your numbers are actually telling you.
This lab focuses on interpreting financial reports so you can identify profit drivers, cost issues, and areas needing attention.
Best for: Owners who have data but struggle to extract meaning from it.
CEO Finance Mapping Session™
Turn goals into numbers-backed plans.
This lab helps you map revenue targets, priorities, and timelines so your growth plans are grounded in financial reality.
Best for: Owners who want structure and direction before taking action.
Lean & Profitable Lab™
Learn how to identify inefficiencies, reduce waste, and protect margins without cutting corners.
This lab focuses on smarter operations, not working harder.
Best for: Owners feeling squeezed by rising costs or shrinking margins.
Revenue Strategy Lab™
Clarify how to grow revenue with intention.
This lab explores pricing, offer structure, and demand generation so growth feels sustainable — not chaotic.
Best for: Owners ready to refine how they make money before scaling.
[View Upcoming CFO Labs & Events]
ONGOING SUPPORT
The C.A.S.H.F.L.O.W Collective (Membership)
The C.A.S.H.F.L.O.W Collective is designed for business owners who want continued guidance, accountability, and education — without intensive 1:1 engagement.
This is best for those who:
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want to stay consistent
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value structure and community
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are maintaining systems already in place
Focus areas include:
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financial habits & systems
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cashflow consistency
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ongoing education
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accountability & support
COMING SOON in Q1 2026
Bookkeeping, Accounting & Tax Preparation
These services are offered on a limited basis and are primarily reserved for existing or qualifying clients.
Services may include:
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monthly bookkeeping (starting at $250 per month)
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accounting support (starting at $375 per quarter)
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tax preparation for individuals and businesses (starting at $225)
Digital Resources
These self-guided tools let you work at your own pace — without booked calls or advisory commitment. They’re available in the Shop.
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Cashflow Scorecard™ — $97
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QuickBooks Review — $199
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Business Financial Health Check — $199
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Strategic Planning Workbook — $39
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These are perfect if you want structured tools and insight without ongoing engagement.
(Click here to view all resources)
NOT SURE WHERE TO START?
That’s normal — and expected.
If you’re unsure which service fits your situation, the Financial Clarity Session is the correct first step. You’ll never be pushed into a service you don’t need.