Small

Business

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Aspiring Business owners

Do you feel like Peter from the movie Office Space?

Does your corporate job leave you feeling unfulfilled, stressed out, or burned out?

Long hours, tight deadlines, office politics, and bad bosses can take a toll on your physical and mental well-being.

You may be ready to strike out on your own, but it can be scary to leave a steady paycheck and good benefits behind.

That’s why you need a solid financial escape plan to ensure you have the resources to provide for yourself and your family as you begin your new adventure.

Here are a few things we’ll tackle together to help set you up for success:

  • Review your current financial health- your cash flow, your assets, and your liabilities
  • Create a business plan and project your small business’s expenses
  • Reduce your expenses and build a cash reserve to rely on during your start-up phase
  • Replace corporate employee benefits such as insurance coverage and retirement plans
  • Increase your credit score to obtain the best financing for your new business

Stop climbing the corporate ladder.  Jump off it instead!

Schedule a Free Consultation 

Established Business owners

Are you a small business owner who’s ready to take your business to the next level of financial success?  Do you need part-time financial leadership and support without the cost of a full-time employee?

I have nearly two decades of experience providing financial guidance to business leaders at companies of all sizes, from small start-ups to global multi-billion dollar Fortune 500 companies.  I help business owners understand and analyze their company’s current financial position, plan for the future, and optimize financial processes to maximize profitability.

Services I Offer:

  • Create budgets, forecasts, and long-term financial plans for your business
  • Analyze revenue and expenses and propose methods to increase profitability
  • Design and produce easily understandable financial reports
  • Develop a profitable pricing model for your products and services
  • Improve the efficiency of financial processes, freeing up time for you to focus on what’s most important to your business

Pricing:  Customized based on the scope of your project.


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