Ways to work with me

A free conversation about where you are and where you're trying to get to. I'll ask a lot of questions. It's not a sales pitch. If it's a good fit, I think we'll both know pretty quickly.

Two working sessions over about two weeks. We get what you want out of your head and onto paper, then tie it to the things you actually do week to week. You walk away with:

• The Owner's Brief. My honest read of your business and what you're really building.
• The Blueprint. Your goals turned into weekly actions that are in your control.
• Your Scoreboard. Set up and live, so we both know the score from week one.

If you want the numbers built in from the start, I can add a Financial Baseline: I go through your last 12 months and pull out the two or three numbers that matter most for what you're trying to do.

A short call at the same time every week. Did you do what you said you were going to do? What got in the way? What are you committing to next? Once a month we sit down longer and look at progress. I keep notes on all of it, so you can see the pattern instead of guessing.

This isn't you showing up for me. It's you showing up for yourself, with someone making sure that conversation keeps happening.

Every owner I've met wants the same question answered: am I doing well? Each month we go through the financials your bookkeeper already produces, in plain language. What's true, what's drifting, and what it means for the decision in front of you, whether that's a raise, a hire or a bigger space.

Some people want to start with the numbers conversation, and that's fine.

For businesses that need the accounting done, not just explained. My team keeps your books clean and reconciled, and I make sure the reporting actually means something to you.

• Monthly bookkeeping and reconciliations
• Financial statements you can read and use
• Cash flow visibility, so there are fewer surprises
• Forecasting and decision support as the business gets more complex
• The advisory rhythm above, included

I'm not a CPA, and I'm not trying to replace yours. Tax prep and filing stay with them. A lot of the time, part of my job is helping you get the most out of the firm you already pay: knowing what to ask, and knowing what you should be getting back.