Business Consulting

Clearer numbers. Tighter operations. A plan you can act on.

I work with owners of closely held businesses who want an experienced financial partner without adding a full-time executive.

Services

Three ways I help

OPS

Operations and process review

Find where time and money leak out of the business.

  • Workflow and controls review
  • Systems and reporting cleanup
  • Month-end close improvements
CFO

Fractional CFO

Senior financial leadership on a schedule that fits your size.

  • Cash flow forecasting
  • Budgets and KPI reporting
  • Lender and investor support
EXPAND

Growth, transition, and exit

Plan the next stage before it arrives.

  • Expansion and new-location analysis
  • Business valuation and SDE review
  • Succession and sale readiness
How it works

From first call to ongoing work

  1. STEP 1Introductory call

    We talk through where the business is and what's not working.

  2. STEP 2Assessment

    I review your financials and operations to find the priorities.

  3. STEP 3Plan and proposal

    You get a written scope, timeline, and fee before any work starts.

  4. STEP 4Ongoing work

    A defined project or a regular monthly engagement, whichever fits.

Let's talk about your business

Email me to set up an introductory call.

Email me

Looking for financial advising instead? Visit Atlantic Capital Partners.