Service firms doing $500k-$7M:

Book a 30-minute Call to see if my $750 Clarity Session is worth it

My Financial Clarity session walks you through the last 24 months of money in, money out, prices, and workload. In just 90 minutes, I’ll show you the 1-3 biggest issues, and how to fix them.

No real problem + fix? Full refund.

No new clarity? I pay you $100.

Start CFO service and your $750 applies to Month 1

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

Are You Paying Contractors Out of Your Profit?

3 Reasons to Book A Right Fit Call Today

  • Decide fast: In 30 minutes you’ll know if the $750 session is worth it (and if not, what your best next step really is).

  • No jargon: We’ll talk in normal language about the health of your business.

  • Risk is on me: You get a full refund if I can’t show a real problem + fix; +$100 if you don’t leave clearer

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?

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.

  • That’s why I give the Clarity or Cash Guarantee. If I can’t show you at least one obstacle and one opportunity, you walk away richer - literally.

  • 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.

    • Book your Financial Clarity Session before our Right Fit call ends

    • Provide me with full access to your financials within 48 hours

    • Have a business that’s at least 2 years old, with a team of 2+ people, and bringing in at least $500k in yearly revenue.

    If you hold up your end, I guarantee you walk away with clarity and fixes - or you make money from me.