What types of businesses do you work with?
We typically work with owners in professional services, manufacturing, and construction/trades — but our approach works for any business ready to grow with clarity and control.
What does the process look like?
It starts with a conversation. From there, we do a Financial Health Check, create a customized strategy, and work alongside you to put it into action.
What results can I expect?
Clients often see improved profitability, stronger cash flow, better decision-making, and more confidence in their numbers within the first few months.
Do I need to clean up my books before we start?
No. We meet you where you’re at — and can help you get organized if needed.
Do you replace my accountant?
Not at all. We complement your accountant’s work by focusing on forward-looking strategy while they handle historical reporting and compliance.
Is this a one-time project or ongoing support?
Both options are available. Some clients hire us for a specific project, others keep us on retainer as an ongoing CFO partner.
What industries do you have experience in?
Our experience spans professional services, manufacturing, construction/trades, real estate, and more.
How much does it cost to work with you?
Pricing depends on the scope and level of support. We’ll outline a clear proposal after our initial conversation.
What kind of commitment is required?
We offer flexible engagements — from short-term projects to long-term partnerships — so you can get the support you need without overcommitting.
