Clarity
A clear look at your pricing, your offers and your financial statements, so you know what's working and what each client really earns you.
Financial Architecture
Keep more of what you earn, and know where it goes.
CFO-level support for six- and seven-figure businesses. We set up your numbers, your systems and your plan, so you pay yourself properly, grow your profit and stop guessing.
Sound familiar?
Your business is growing. So why doesn't it feel like it?
In the numbers
- Revenue is up, but there's not much left at the end of the month
- You're not sure which clients or offers actually make you money
- You pay yourself whatever's left, when there's something left
- Invoices go out late, and payments come in later
In you
- You avoid looking at your numbers, because you're not sure what you'll find
- Every money decision feels like a guess
- You're working harder than ever and not sure it's paying off
- The freedom you started this business for keeps slipping away
A good business deserves profit you can see and keep. It's not about working harder. It's about the architecture underneath.
Your guide
I've sat on both sides of the numbers.
I'm a CPA with 20 years in business advisory, from PwC, Fox and Capgemini to founders building businesses around their own expertise. I've helped clients raise more than $5M and grow revenue by more than 20% on average.
I also know what it's like to run a business where you're the one doing everything. So I don't hand you a spreadsheet and leave. We build a money system you'll actually use, in plain language, around the life you want the business to give you.
CPAcertified public accountant
20years in business advisory
$5M+raised for clients
What we work on
The money side of your business, in three parts.
A plan
A 12-month budget built around your goals: what you'll sell, what you'll pay yourself, and what you're building toward personally.
Systems
Your books, billing and payment schedules set up so money comes in on time, bills go out on time, and you can see where it all goes.
Two ways to work together
Start with the foundations, or bring me in as your CFO.
The Profit Setup
Get the money side of your business in order, once and properly.
- A review of your pricing, offers and financials
- Your 12-month budget and pay plan
- Your financial systems, set up and running
Fractional CFO
Everything in the Profit Setup, plus a CFO in your corner who keeps growing your profit.
- Find and stop the money leaking out of the business
- See which clients and projects really pay, and what you being in delivery costs
- Get paid faster and strengthen your sales system
Is your challenge more about winning clients and charging what you're worth? That's The Authority Architecture. Many clients do both.
Here's how we get there
- Schedule a discovery callWe talk about your business, your numbers and what you want it to give you.
- Build your financial architectureClarity, a plan and systems, set up around your business and your goals.
- Keep more and grow with confidenceYou know your numbers, pay yourself properly and make decisions without guessing.
Six months from now
- You open your numbers and know exactly what they mean
- You pay yourself on a schedule, not from what's left over
- You know which clients and offers to grow, and which to let go
- Money comes in on time, and bills go out without stress
- Your margins are healthy, and you're building toward your own goals
Or more of the same
More revenue that doesn't turn into profit. More guessing. More months of working hard without knowing if it's paying off.
Let's change that →Know your numbers. Keep more.
Schedule a discovery call. We'll look at where your business is, where you want it to go, and what the numbers need to look like to get there.
Schedule a discovery call →