CFO Advisory Services

I use my financial background to help business owners have a growing and more profitable business.

I’m successful at this precisely because I understand both sides of a business (the financial side and the business ownership side).

As an accountant, I can look at a business and spot the underlying reasons why a business is not profitable and has poor cash flow. And…more importantly, I know how to fix it.

I know how to make businesses grow and become more profitable.

So, I’m on a mission to help as many business owners as I can have a growing and more profitable business.

I help business owners to:

• have a growing and successful business (based on their definition of success).
• generate consistent positive cash flow.
• achieve their business and personal goals.
• Track profit and cash flow.
• Analyze the financial strengths and weaknesses.
• Propose corrective actions that are forward-looking and help in executing the vision.

• They own a small to medium sized business 
• They’re experts in their craft.
• They’re experiencing some type of pain they would like resolved.  Typical pain points (challenges):
  • Most businesses rely on the owner, or the business falls apart.
  • They’re facing a Catch-22 situation – They want to grow their business but need cash to do so, but they can’t get more cash without growing their business.
  • They don’t have a simple way to understand what’s working and what’s not working in their business.
  • Most business owners are afraid of business failure or not being able to provide for their family, which leads to stress.
  • They want to be successful, but they don’t know how to be successful.