Frequently Asked Questions

It depends on what you need.

CPAs specialize in tax preparation, compliance, and audits—they're essential at tax time. What I do is different: I focus on the ongoing financial health of your business. That means cash flow analysis, runway calculations, and helping you understand what your numbers are actually telling you so you can make smarter decisions throughout the year.

Think of it this way: your CPA tells you what happened last year. I help you see what's coming and prepare for it. When you need tax work, I'll connect you with a trusted CPA in my network. When you need clarity on your cash position and a plan to improve it, that's where I come in.

Bookkeeping is recording transactions—categorizing expenses, reconciling accounts, keeping your books clean. It's necessary, but it's just data entry.

What I do is turn that data into decisions.

Through my signature framework, The Suite Method, I analyze your cash flow, calculate your runway, and identify exactly where money is leaking or getting stuck. I show you how long your business can sustain itself, what needs to change, and how to build a financial foundation that supports growth.  

Most bookkeepers hand you report. I sit with you and explain what those reports mean for your next move. If you already have a bookkeeper handling the day-to-day, great—I can layer strategy on top of their work. If your books are a mess, we start there and build up.

 My monthly retainers range from $1,500 to $2,500+, depending on the complexity of your business and the level of support you need.

Every engagement includes:

• Cash flow analysis and runway calculations
• Monthly financial review meetings
• Access to me for strategic questions between calls
• Clear reporting you can actually understand

Higher tiers add deeper fractional CFO support—things like scenario planning, pricing strategy, and preparing financials for loans or investors.

I don't offer $300/month bookkeeping. If you're looking for someone to just categorize receipts, I'm happy to refer you elsewhere. But if you want to understand your money and use it strategically, let's talk.

Your bookkeeper records what happened. I help you figure out what to do about it.

Most bookkeepers aren't trained to analyze cash flow, project runway, or advise you on financial decisions. They're focused on keeping the books accurate—which is valuable—but it doesn't answer questions like:

• Can I afford to hire this quarter?
• How many months of expenses do I have covered?
• Why does my P&L show profit but my bank account is empty?

I work alongside your bookkeeper, using the data they maintain to give you strategic insight. Sometimes I find gaps in how things are being recorded that are hiding cash flow problems. Either way, you end up with a clearer picture and a plan.

You're ready if:

• Your business generates $250K+ in annual revenue (or you're close)
• You're tired of guessing whether you can afford your next investment
• You've felt the panic of a slow month and didn't know how much runway you actually had
• You want to make financial decisions from clarity, not anxiety

You're probably not ready if you're still validating your business idea, you need someone to just "do the books," or you're not willing to look honestly at your numbers.

This work requires partnership. I'll push you to face what's in your financials—and then I'll help you fix it. If that sounds like what you need, book a discovery call and let's see if we're a fit.

Most clients feel a shift within the first 30 days.

That's because we start with what I call ICU Diagnostics—a deep dive into your current cash position, runway, and the immediate risks hiding in your financials. You'll walk away from that first phase knowing exactly where you stand: how many months of runway you have, where cash is leaking, and what needs attention first.

From there, results depend on how quickly you implement. Some clients free up thousands in the first month just by adjusting payment terms or cutting expenses they didn't realize were bleeding them dry. Others see the bigger payoff over 90 days as we rebuild their pricing, clean up their books, and create systems that keep cash flowing predictably.

I won't promise overnight transformation. But I will promise you'll stop guessing; and that clarity alone changes how you run your business.

I specialize in service-based businesses—consultants, agencies, contractors, and professional service firms. If you sell your expertise and time rather than physical products, we're likely a good fit.

I have deep experience with S-Corporations specifically, including the financial nuances that come with them: reasonable compensation, shareholder distributions, quarterly tax planning, and keeping your entity compliant while maximizing cash flow.

I don't work with e-commerce, retail, or inventory-heavy businesses. Not because there's anything wrong with them—it's just not where my expertise lives. If your business runs on invoices and client relationships rather than SKUs and shipping, you're in the right place.

Then you're not alone, and you're not behind.

Most business owners who come to me haven't had clean financials in years, if ever. They've been using their bank balance as their only financial metric, avoiding their QuickBooks login, or handing things off to someone who didn't quite know what they were doing.

I've seen it all: years of uncategorized transactions, personal and business expenses tangled together, payroll recorded wrong, no reconciliations since the business started. It's fixable.

We start with a cleanup phase to get your books accurate and current. It's not glamorous, but it's necessary—you can't make good decisions from bad data. Once we have a clean foundation, we shift into the strategic work: cash flow analysis, runway calculations, and building systems so the mess doesn't come back.

The hardest part is reaching out. If you're embarrassed about the state of your books, let that go. I'm not here to judge—I'm here to fix it and move you forward.

Book a discovery call.

It's a short conversation—about 20 to 30 minutes—where we talk through what's happening in your business, what's frustrating you about your finances, and what you're hoping to achieve. I'll ask questions. You'll ask questions. By the end, we'll both know if working together makes sense.

If it's a fit, I'll walk you through my process and we'll talk about which service level matches your needs. If it's not a fit, I'll tell you honestly and point you toward a better resource.

No pressure, no pitch. Just a conversation to see if I can help.