Start. Structure. Scale.

A Process for Sustainable Business Growth

At the core of my approach is a simple yet powerful methodology:

Start. Structure. Scale.

These three steps guide every business I work with through a seamless progression from foundational setup to strategic growth and long-term success. By focusing on these stages, we ensure that your business is positioned for stability, profitability, and scalability, regardless of where you currently stand in your journey.

Each of my services is designed to meet businesses where they are and help them evolve at every stage. Whether you're just getting started, looking to refine your financial systems, or ready to scale with a dedicated CFO partner, my product suite is built to provide you with the clarity, support, and strategies you need to succeed.

CFO Lite

Financial Clarity Session

  • Walk away with actionable insights, financial clarity, and a plan to take control of your business finances and reach your business goals

    • 90-minute financial strategy session

    • Review of current financial reports (P&L, balance sheet, cash flow)

    • Financial Health Scorecard

    • High-level cash flow analysis

    • 30-day action plan to improve financial clarity and profitability

    • One week of email support post-session

  • $2,000 per one time engagement

CFO Growth Partner

Monthly Financial Oversight

  • Gain consistent financial oversight, proactive planning, and support to help scale revenue and profitability month-over-month.

    • Annual budgeting and forecasting

    • Monthly financial performance review and strategic call

    • Cash flow management and planning

    • Monthly Key Performance Indicator (KPI) scorecard & metrics tracking

    • Support for pricing strategy, margin optimization, and expense management

  • Starting at $2,500 per month

CFO Executive Suite

Full Service CFO Leadership

  • Dedicated CFO presence in your business without the 6-figure salary—gain strategic clarity, financial efficiency, and scalable systems.

    • Everything in the CFO Growth Partner package

    • 5 year- strategic planning aligning with long-term business goals

    • Financial modelling and scenario planning

    • Support for investor, lender or grant funding decks.

    • Deep dive revenue stream/channel analysis + pricing optimization

    • Market and profitability analysis for new launches and expansions

    • Unlimited email support and weekly check-ins to discuss on-going developments

  • Starting at $6,250 per month

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