Best for owners who sense something is off but can't pinpoint exactly what — or who want an outside perspective before making a big decision.
Schedule a conversation →A 90-minute discovery session where we talk through what's going on and pinpoint two to three issues you're looking for solutions on.
A follow-up session where we walk through potential solutions together.
A written outline you can keep and refer back to.
A freelance photographer wondering why revenue is up but cash always feels tight.
A contractor getting busier but unsure if they're actually making money on each job.
A service business owner preparing to hire their first employee and wanting to make sure the numbers support it.
This session often surprises people — most owners come in thinking they know the problem and leave with a clearer picture of what's really driving it.
Best for owners who already know what's broken and are ready to fix it — with a partner who does the heavy lifting alongside them.
Schedule a conversation →Multiple working sessions where we talk through your pain points and the areas that need cleaning up.
Hands-on work together on the clean-up and the solutions going forward.
An outline of how to put those solutions into action.
An event planner with no system for tracking deposits, expenses, and cash flow across multiple events at once.
An electrical contractor who quotes a job with confidence, then watches the margin disappear somewhere between the bid and the final invoice.
A studio owner whose bookkeeping is months behind and whose accountant is asking questions they can't answer.
The goal is never dependency. Every working session is designed so you leave with something you can run yourself.
Best for owners who are growing faster than their systems can handle and want consistent support through a sustained period of change.
Schedule a conversation →Monthly working sessions focused on whatever is most pressing that month.
Ongoing visibility into cash flow, profitability, and financial health.
A consistent partner who knows your business and can flag issues before they become problems.
A business owner who has fixed one problem only to have two more appear — and needs someone in their corner month to month.
A founder preparing for a significant growth moment — new hire, new location, new pricing — who wants financial and operational support through the transition.
An owner who has tried to manage the books themselves and keeps falling behind, month after month.
Most clients start here after a Discovery or Working Sessions engagement. The ongoing relationship works best when there's already a shared understanding of the business.
We spend 30 minutes talking about your business — where things stand, what's feeling hard, and what you're hoping to get to. No pitch, no prep needed.
Most owners come in with a symptom. Together we find the actual problem underneath it — and figure out what kind of support would make the most difference.
Whether we work together or not, you leave the first conversation with more clarity than you came in with. If it's a fit, we scope the engagement and get started.
No — and most clients don't. Part of what we do in the early stages of any engagement is establish a clean starting point. If your books are behind or disorganized, that's not a barrier to getting started.
Not exactly. A bookkeeper records what happened. My work is about understanding what those records mean, building systems that give you real visibility, and making sure the operational and financial side of your business is set up to support your goals.
A Discovery session is a single 90-minute session plus a follow-up presentation — typically wrapped up within two weeks. Working Sessions vary depending on complexity but most clients are in a better place within four to six weeks. The Ongoing Partner engagement is a minimum three-month commitment by design — sustained change takes time.
Small service-based businesses — typically one to ten people, owner-operated, often growing faster than their systems can handle.
Start with a free conversation. That's what it's for — not a sales call, but a real talk about where things stand. We'll figure out together what makes sense, if anything.
A single conversation is usually enough to know whether this is the right fit. No pitch — just a real talk about where things stand.
Schedule a free conversation