Financial  Services

CFO Advisory

Financial leadership without the corporate overhead.

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• Gain clarity on your numbers and decisions

• Build a clear plan for profitability and growth

• Access CFO-level insights without the big salary

• Feel confident steering your business forward

With CFO Advisory, I act as your strategic financial partner — helping you see the full picture of your business. Together, we’ll review your financial health, identify opportunities, and create simple strategies to improve cash flow, increase profitability, and set your business up for long-term success.

Consulting Services 

Personalized guidance for your unique business

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• Solve pressing financial challenges quickly

• Get actionable advice tailored to your situation

• Explore new growth opportunities with clarity

• Partner with a trusted advisor, not just a bookkeeper

Every business faces unique challenges. My consulting sessions give you the space to ask questions, work through roadblocks, and create a roadmap that fits your goals. Whether it’s managing expenses, restructuring, or planning for growth, you’ll walk away with clarity and a plan you can put into action.

Training & SOP Development

Stronger systems. Smarter teams.

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• Staff training designed for small/medium businesses

• Clear SOPs that streamline your accounting workflows

• Evaluate efficiency and fix bottlenecks in your finance team

• Build scalable systems that reduce errors and save time

Your team and systems should work for you, not against you. I help train your staff, create tailored standard operating procedures (SOPs), and evaluate the efficiency of your accounting department. The result: a smoother, more reliable finance operation that frees up time and energy for growth.

Classes & Workshops

Learn the skills that make businesses durable

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• Simple, approachable lessons — no jargon

• Hands-on sessions you can apply immediately

• Topics like cash flow, pricing, and financial confidence

• Designed for owners and teams alike

My classes and workshops are built for real small business owners who want to understand their numbers. From cash flow basics to pricing for profit, each session is practical, approachable, and designed to give you confidence. Walk away with real skills and tools you can use right away.

Tools & Templates

Plug-and-play resources for instant clarity

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• Easy-to-use spreadsheets and worksheets

• Designed specifically for small business owners

• Cover budgeting, cash flow, payroll, and more

• Save time and reduce financial stress

Sometimes you just need the right tool to get started. I offer ready-to-use templates and worksheets that simplify your financial systems. Whether you need a budgeting tool, a cash flow tracker, or a payroll planner, you’ll find resources that save you time and keep your business organized.

Financial Reporting

Accurate records. Solid foundation.

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• Stay organized with reconciled books

• Eliminate errors and surprises

• Reliable financial data you can trust

• Free up your time to focus on growth

Every strong business starts with accurate records. I provide bookkeeping support that ensures your data is clean, reconciled, and ready whenever you need it. With reliable numbers at your fingertips, you can focus on running your business instead of chasing paperwork.

Bookkeeping Services

Accurate records. Solid foundation.

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• Stay organized with reconciled books

• Eliminate errors and surprises

• Reliable financial data you can trust

• Free up your time to focus on growth

Every strong business starts with accurate records. I provide bookkeeping support that ensures your data is clean, reconciled, and ready whenever you need it. With reliable numbers at your fingertips, you can focus on running your business instead of chasing paperwork.