Short-Term Financial Clarity.
Long-Term Business Confidence.
When the numbers aren’t adding up—or you’re scaling faster than your systems can handle—it’s time to bring in a financial expert who sees the whole picture.
You don’t need a full-time CFO.
You just need the right one…at the right moment.
Available Services
Financial Health Intensive – $497
A 90-minute diagnostic for business owners who feel like something’s off, but can’t put their finger on it.
You’ll walk away with:
- A Financial Health Scorecard
- Key risk flags and blind spots
- Tactical steps to clean up or move forward
CFO for a Day – $1,200
A full-day engagement designed to give you clarity, fast.
We’ll tackle what’s keeping you up at night—cash flow, reporting, forecasting, systems, or strategy—and leave you with a roadmap you can trust. Includes:
- 90-minute kickoff call
- Review of your financials & workflows
- Customized action plan
- 30-minute follow-up session
Forensic Financial Review – starting at $2,500
If you suspect fraud, waste, or mismanagement, this deep-dive engagement uncovers inconsistencies and helps you move forward with confidence.
What’s included:
- A review of financial records and key documentation
- Assessment of internal controls, cash flow irregularities, and fraud risks
- Confidential summary of findings with clear next steps
Ideal for: - Business owners who suspect something is off
Attorneys or CPAs preparing for disputes, litigation, or audits
Who This Is For
- Service-based businesses and firms earning 6+ figures
- Founders managing money and a team
- Contractors, consultants, law firms, and growing orgs
- Anyone facing growth, funding, or financial uncertainty
You’ve got revenue, but now the pressure’s real.
You’re tired of second-guessing your numbers or feeling like you’re always a few steps behind.
Why Work With Me?
20+ years in forensic accounting, financial strategy, and business operations
MBE Certified
Trusted by law firms, consultants, and growth-stage companies
Straight-talking strategist, legacy builder, and the business truth-teller you didn’t know you needed
Ready for Clarity?
Not sure if this is the right fit? Let’s talk through it—no pressure, just possibilities.
Concerned about fraud, theft, or mismanagement?
Click here to learn more about my forensic accounting services