Transform Your Business Today

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Think of me as your on-demand finance leader — the one you call when you need clear financial insight, but not a full-time hire. I step into your business as a trusted partner, working alongside your team to guide budgeting, forecasting, cash flow management, and data-driven decision-making.

Whether you’re scaling quickly, navigating a big change, or simply need someone to translate the numbers into a plan you can act on, let's partner together to build a successful plan.

Packages of hours are available on a monthly basis starting at $100/hour.  On demand pricing also available.

I help companies create forecasting and budgeting processes that are practical, collaborative, and built to drive results.

Whether you need to start from scratch or level up your existing process, I lead the way — building models, guiding teams, and fostering the kind of cross-department collaboration that turns budgets into real, actionable plans.

My approach ensures leaders are aligned, teams are engaged, and everyone understands their role in achieving the plan. The result? A budget you believe in, and a forecast you can trust.

What I offer:

• Building or improving your budgeting & forecasting process 
• Designing models tailored to your business
• Facilitating collaboration across teams
• Creating accountability and ownership at every level
• Delivering forecasts that help you pivot quickly when things change

A great five-year plan isn’t just a wish list — it’s a clear, measurable path to your biggest goals. I work with leadership teams to create strategic long-range plans that combine vision, numbers, and action into one roadmap.

We’ll look beyond the next quarter and map out where you want to be in five years, then reverse-engineer the steps to get there. That means building detailed models, defining milestones, and aligning every department around the same objectives.

I also provide the tools and processes you need to track progress in real time so you can pivot quickly when market conditions change — and stay on course toward your long-term goals.

What I offer:

• Developing a 3–5 year strategic financial roadmap
• Building models that connect vision to reality
• Identifying key actions and accountability for every milestone
• Aligning leadership and teams around a shared vision
• Implementing tools to monitor progress and adjust quickly

Not all products contribute equally to your bottom line — and sometimes the ones you think are winners are quietly draining resources. I dig into the numbers to calculate true product profitability, looking at direct revenue, direct costs, and smart cost allocations so you get an accurate picture of performance.

With clear, actionable data, you’ll see exactly which products drive your business — and which may need a rethink. That insight can guide decisions on where to invest additional resources, what to refine, and when it’s time to retire or replace an offering.

What I offer:

• Full product-by-product profitability analysis
• Revenue and cost tracking with proper allocations
• Identification of high-growth, high-margin opportunities
• Insights to guide product investment or divestment
• Recommendations for optimizing your product mix

A smart procurement process saves more than just money — it builds efficiency, reduces risk, and strengthens vendor relationships. I work with you to create new or refine existing process flows, ensuring they’re efficient, transparent, and easy to follow.

From recommending the right controls and approval thresholds to eliminating wasteful auto-renewals, I help you keep spend intentional. I’ll also negotiate for better pricing, added features, or enhanced services so you get more value from every contract. Plus, with a strong vendor management approach, you’ll have clear visibility into performance and a plan for ongoing improvements.

What I offer:

• Design or refinement of procurement process flows
• Approval thresholds and control recommendations
• Review and opt-out of unnecessary auto-renewals
• Vendor negotiation for pricing, features, and service upgrades 
• Ongoing vendor performance tracking and relationship management

Consistent, clear reporting makes it easier for leaders to spot trends, track progress, and make confident decisions. I help you refine your core financial statements — income statement, balance sheet, and P&L — so they have 2the same professional look and feel as your other reports.

From there, I build a cohesive suite of reporting tools that can include forecasts, board or ownership decks, KPI tracking, headcount reporting, and spend analysis. Every report is designed to be easy to read, accurate, and actionable — so you’re not just looking at numbers, you’re seeing the story they tell.

What I offer:

• Refinement of income statement, balance sheet, and P&L 
• Standardized formatting for all financial reports
• Forecast and projection reports
• Board and ownership reporting decks
• KPI identification, tracking, and reporting
• Headcount and spend analysis reports

Before committing resources to a new idea, it pays to know the potential outcomes. I build dynamic, flexible models that help you evaluate the financial impact of different business decisions — so you can move forward with clarity and confidence.

Whether you’re exploring a new product launch, testing the ROI of a marketing campaign, expanding into new locations, or adding staff, I model the likely results and help you weigh the risks and rewards. My models are designed so you can adjust assumptions on the fly, giving you a real-time view of how changes affect your bottom line.

What I offer:

• New product financial modelling 
• Marketing campaign performance analysis
• Space expansion or relocation modelling
• Sales team growth impact analysis
• Workforce expansion planning
• Any other scenario you can imagine!
   
• Custom scenario modelling for any business initiative