Ready to unlock real potential in your business?

You need a Financial Clarity Session.

Past sessions have uncovered:

Immediate savings of $23K

An owner was a $19.42 change away from a successful business

The 5% margin shift that would pay off debt and let one owner’s wife retire early

Market value: $2,500
Your cost: $750

Clarity or Cash Guarantee

I’m betting on myself to deliver. Here’s how it works:

✅ If you don’t leave the session with real clarity about your financials, I’ll refund your full fee.

✅ If I can’t show you at least 1 obstacle holding you back and 1 opportunity to move forward, I’ll pay you $100.

✅ And if somehow you leave with no clarity and no fixes, I’ll give you a full refund plus $100.

Your part is simple:

  • 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 making $300K+

If you hold up your end, I guarantee you walk away with clarity and fixes -

or you make money from me.

Fair enough?

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. A 2 hour call alone can cost $1,000. In house CFOs cost well over $250,000 per year.

    Clarity Sessions pay for themselves (and at a tiny 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 2 hours 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 2 hour call for questions and note taking.

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

Psst - I only book 2 Financial Clarity Sessions per month.

Wait and debate, or make it happen.