Who This Is For
Business owners who love what they do, are experts at their craft, but not necessarily experts at numbers.
You’re tired of being in it alone or feeling like you’re flying-blind financially. You know how to create value great products or deliver excellent services to your customers. Now you want a trusted thought partner to help you understand the numbers, make informed decisions, and build a business that supports the life you want to live.
CFO advising is designed for established businesses seeking ongoing strategic financial guidance.
CFO Advising
Strategic financial leadership for founder-led businesses.
I walk alongside you to build a better business that supports a better life.
This is not bookkeeping oversight—it is strategic financial leadership translated into practical monthly decisions.
What You’ll Receive
A proven framework with clarity.
Most business owners are drowning in information and starving for clarity. The Own Awareness, Own Action™ framework brings together values, vision, time, and numbers so you can make decisions with confidence.
A consistent guide.
You'll work directly with me throughout the engagement. No handoffs. No junior associates. No getting lost in a large firm's process. Together, we'll review what happened, what it means, and which actions will have the greatest impact in the month ahead.
A broader perspective.
Financial reports tell part of the story. We also consider the human side of business—your goals, capacity, priorities, and the kind of life you're trying to build.
What this is not.
Accounting or bookkeeping. Both of those services are crucial to the health of a business, but this is not that. Those services address the past. As your CFO Advisor, I am future-facing — using past data to help build a cash flow positive and profitable future aligned to your vision.
The Own Awareness, Own Action™ Framework
AWARENESS I. Values Clarity:
What matters most to you?
Are you optimizing for freedom, love, beauty, rest, impact, creativity, community, or something else?
Understanding your values helps ensure your business is growing in the direction that genuinely supports the live you want to live.
Without this clarity, it’s easy to optimize for goals that look successful on paper but feel misaligned in practice.
AWARENESS II. Vision Clarity:
Where do you want to your business to go?
Once your values are clear, we define a vision that reflects them — clarifying your long-term vision, priorities, and definition of success so every financial decision serves a larger purpose.
AWARENESS III. Time Clarity:
When do you want to get there?
How do you want to structure your days to get there?
We create a time plan that aligns your life, labor, and leadership with your vision.
AWARENESS IV. Numbers Clarity:
Know your business numbers and personal numbers and the story they tell.
I translate financial reports and business data into plain English so we can identify the key drivers of profit, revenue, and cash flow—and make informed decisions about what happens next.
ACTION
These four forms of awareness lead to clear, strategic, customized monthly action plans.
Together, we build a financially healthy and operationally healthy business that supports a healthy life.
