Services

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The Challenge You're Facing: 

You're making strategic decisions on six-figure projects but your financial systems haven't kept pace with the business you've become.

What You Need: Real-time visibility, scenario modeling, and a strategic partner who gets the operational complexity you're managing.

   → Cash Flow Forecasting
See what's coming 30, 60, 90 days out so you can plan strategic moves instead of react to surprises. Know if you can afford that hire, that equipment, that next project before you commit.

    → Job Profitability Analysis
Real-time tracking on every project. Catch issues at 30% complete, not 90%. Course-correct while there's still time to protect margins and fix what's trending off-track.

    → Scenario Modeling
Before you make growth decisions; hiring, expansion, major purchases, we will model what it does to your bottom line. Choose the path that builds wealth, not just revenue.

    → Strategic Partnership & Financial Systems
Regular strategy sessions where we review dashboards, analyze what the data is telling us, and make decisions together. Plus the infrastructure that scales with you - customized reporting, financial systems that fit your business reality.

    → Non-Profits

Navigate grant compliance and funding requirements and deliver board-ready and investor-ready financial reporting

Across all industries, I translate your numbers into strategy, not just reports.

Instead of making gut-level calls, you're operating with the financial clarity and strategic partnership that matches the business leader you already are. 

The Challenge You're Facing: 

You're overpaying in taxes because strategy only happens at filing time when it's too late. You need proactive planning that saves you real money, not just compliance.

What You Need: Proactive tax planning that saves you real money - not just compliance, but strategy that works year-round.

→ Year-Round Tax Planning
Strategic guidance throughout the year, not just at filing time. We identify opportunities as they come up, so you can take action when it actually matters.

→ Entity Structure Optimization
Make sure your business is structured in the most tax-efficient way for your situation. Whether you're a sole proprietor, LLC, S-Corp, or need to restructure, we'll evaluate what makes sense.

→ Proactive Strategy Sessions
Regular check-ins to review your tax position, plan for estimated payments, and adjust strategy based on how your year is actually unfolding.

→ Coordination With Your CPA
I work alongside your existing tax preparer to implement strategy throughout the year so they have everything they need at filing time and you're maximized your opportunities

The Transformation:

You keep more of what you earn. Tax stops being something you deal with once a year in a panic and becomes something you're managing strategically so you can stop wondering if you're leaving money on the table. 

The Challenge You're Facing: 

Your books are messy or barely keeping up. You're not sure what's accurate, you're dreading tax time, and you can't make strategic decisions because you don't trust the numbers.

What You Need: Clean, accurate financials you can actually rely on without having to think about it.

→ Full-Service Bookkeeping
Monthly reconciliation, accurate categorization, financial statements you can trust. Everything organized and current so you're never scrambling or guessing.

→ Industry-Specific Expertise
I understand construction job costing and real estate transactions. Your books will be set up correctly for your industry.

→ Proactive Communication
No disappearing bookkeepers who surface once a quarter. Regular updates, clear explanations, and communication when something needs attention.

→ Clean Foundation for Growth

 When your books are accurate and current, you can actually see what's happening in your business. It's the foundation for making better decisions and eventually scaling into CFO-level strategy.

The Transformation:

You stop avoiding your financials and start trusting them. Tax time becomes manageable and you have the clean foundation you need to make good business decisions.