How We Work Together

Simple, focused, designed to bring clarity, structure, and control to your business - without unnecessary complexity.

Profit & Cash Flow Diagnostic

The best first step is an honest look at where you are.

Before we talk strategy, we look at reality. The Profit & Cash Flow Diagnostic gives you a clear picture of what's actually happening in your business — where profit is leaking, where cash is getting stuck, and what needs attention first.

It's free. It's focused. And it might be the most valuable 20 minutes you spend on your business this year.

“Dumb tax is the tuition you pay for your financial ignorance.” — Keith Cunningham

Marginology Intensive

Built for business owners who are ready to stop guessing and start operating with clarity.

The Marginology Intensive is where we take a deep, structured look at your business.

We identify what’s driving your revenue, where profit is breaking down, and how cash is actually moving—so you can make decisions with clarity and confidence.

100% risk free - 30 day money back guarantee

What you'll walk away with

  • Clear visibility into revenue, profit and cash flow

  • Identification of every margin leak and inefficiency

  • A financial structure designed intentionally for YOUR business

  • A practical action plan - not a report that sits on a shelf.

Total value: $5997

Investment $3,997

Fractional CFO Advisory

For business owners ready for an ongoing financial partner.

Some businesses don't just need a one-time fix — they need consistent leadership, accountability, and strategic guidance as they grow.

As your Fractional CFO, I become a trusted part of your team. We build the systems, track the metrics, identify opportunities, and keep your financial structure aligned with your goals.

This is a high-touch, limited-availability engagement. I work with a select number of clients at a time to ensure every business gets the attention it deserves.

What's Included:

  • Monthly CFO strategy sessions

  • 13-month rolling financial model

  • Cash flow forecasting & stabilization

  • Ongoing Profit First optimization

  • Weekly CFO Money Meeting

  • Strategic decision support

This engagement is by application only.

Financial success is designed, not accidental. When your numbers make sense,

everything else gets easier.

Not sure where to start? Start with the free diagnostic. It costs nothing and shows you everything.