Consulting

Controller-level guidance without the headcount. I turn numbers into decisions and design systems that scale.

What’s included

  • Financial system setup & process improvement
  • Pricing reviews and profitability modeling
  • Cash-flow forecasting and cost control
  • Data dashboards for KPI visibility
  • Audit prep and external-CPA coordination

Where it pays off

  • Cleaner handoffs, faster closes, fewer fire drills
  • Confident pricing and margin discipline
  • Forward view of cash and runway
  • Stakeholder-ready reporting and narratives

Pricing

Included with Engagements

Free with active bookkeeping or tax work

Ongoing advisory woven into your monthly scope—no surprise add-ons.

Ad-Hoc Projects

$125/hour

Strategy sessions, implementations, and one-off problem solving—billed only for time used.

Project work is scoped and approved in a signed engagement letter before kickoff.

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