I help US-based small businesses understand their cash flow, profitability, and financial runway — without hiring a full-time CFO.
I work with businesses that have the data but lack the time — or expertise — to make sense of it.
A custom dashboard that tells you in 60 seconds whether your business is on track. Built in Excel, Google Sheets or Power BI — connected to your real data.
I answer the questions your numbers are already trying to tell you. Profitability audits, financial models, and scenario planning so you can decide with confidence.
30 minutes. I understand your business, your data, and the decision you need to make.
A clear one-page proposal: deliverable, timeline, and fixed price. No surprises.
Securely connect your platforms (QuickBooks, Excel, Bank Statements). I clean and structure your raw data.
I build your dashboard or model. You review a draft and request revisions before final delivery.
Final files plus a Loom video so you know exactly how to use everything.
Continue to refine your strategy with ongoing support. Receive a Current Analysis each month to validate your initial Prospective Analysis.
I read your numbers, tell you what's actually happening, and help you decide what to do next. That's the job.
What founders and business owners typically ask before getting started.
Between 5 and 7 business days from the moment I receive access to your data. More complex projects may take up to 10 days, but I always specify the timeline in writing before I begin. No surprises.
I work in Excel, Google Sheets, or Power BI depending on your preference and data volume. If you don't have a preference, I'll recommend the best fit for your business during the discovery call.
No. Many of my clients come to me with data scattered across emails, spreadsheets, and bank statements. Cleaning and structuring that information is part of my process. I just need it to exist — I take care of the rest.
I work with fixed project prices — no hidden fees, no hourly rates. The exact price depends on the scope and is detailed in the one-page proposal I send after your initial call. Schedule a free discovery call to get a concrete quote.
I primarily work with SaaS companies, e-commerce brands, and service agencies, but I adapt to any business that has financial data in need of clarity. If I determine I'm not the right fit for your situation, I'll tell you upfront.
Access to your platforms (QuickBooks, Excel, bank statements) is managed securely and only for the duration of the project. I do not store sensitive information after the final deliverable is handed off. You can revoke access at any time.
An updated analysis each month that compares your initial projections against real results, surfacing gaps and opportunities. It's designed for founders who want continuous financial visibility without hiring a full-time CFO.
Yes. I include one revision round before final delivery to make sure the dashboard or model reflects exactly what you need. My goal is for you to walk away 100% clear — I don't deliver and disappear.
Book a free 30-minute discovery call or send a message. No commitment required. I work with founders, agency owners, and small business operators across the US — remotely.
Send a message
Your information is never shared with third parties.
You'll hear back within 24 business hours.