Tired of guessing about your business finances? Let’s fix that.

In 90 minutes, I’ll show you the 1-3 most financially impactful issues in your business, why they’re happening, and what focusing on them would change.

Book a 30 minute Right Fit Call to confirm a Financial Clarity Session is right for you.

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Advisory session only. No tax, audit, or accounting.

Are You Paying Contractors Out of Your Profit?

What You Walk Away With

  • Clarity on what’s really happening in your business financially

  • 1-3 issues holding back profit, growth, or owner pay

  • High-level direction on what to focus on next

  • Answers to the financial questions you’ve been avoiding or are unsure about. Questions like…

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Real Results from past sessions

  • Over $20,000 in annual waste eliminated

  • An owner was a $19.42 price correction from success

  • Identified the 5% margin shift that would eliminate debt and allow early retirement

Are You Working Harder for Less?

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FAQs

  • I guess you’re normal, then. I don’t need perfect books, I just need books with enough data that I can spot trends. Then I translate, cut through the chaos, and show you what’s really happening.

  • Because I showed one business owner $23,000 in savings. Another discovered their cost of sales wasn’t 10% - it was almost 90%.

    Hourly fees for CFOs range from $250 to over $500 per hour. In house CFOs cost well over $250,000 per year.

    Clarity Sessions pay for themselves (and at a fraction of the cost).

  • I get it, you’re busy, and time is valuable. The whole point of this session is to stop the hamster wheel and get you control again.

    That’s why I do all the work for you. I analyze your numbers. I distill all your data into the gold nuggets. Then I give you those nuggets AND the opportunity to ask questions that turn into even more gold.

    If that’s not worth 90 minutes of your time, no worries - this isn’t for you.

  • I analyze 24 months of your financial data to analyze trends (good, bad, and ugly).

    Then we’ll have a call where I show you what I’ve found.

    During our call, we discuss the specific obstacles and opportunities within your business. You walk away with true clarity around your financial health, and how to improve it.

    Some use the whole call for questions and note taking.

    Others use part of the time to start making immediate changes.

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