Let’s Get Started

You run the business. I’ll make the numbers easy—so you can make smart decisions with confidence.

Here is how we kick things off:

1

Discovery Call (free, 20–30 min) – a quick Zoom to learn about your business, pain points, and goals.

2

Diagnostic Review (paid) and review of your current books and systems.

3

Custom Proposal – you will get a plan tailored to your specific needs.

• Save hours each month and avoid DIY stress

• Be tax-ready and loan-ready year-round

• Clear, plain-language reporting

• A profit & growth advisor in your corner