For $2M+ business owners who'd rather work on their business than in their books
$4,500
Monthly retainer
13+
Years experience
100%
Remote-friendly
Monthly bookkeeping, reconciliation, payroll processing, and all accounts payable handled completely.
Cash flow monitoring, duplicate charge detection, early payment discount capture, and monthly financial dashboards.
15-minute monthly check-ins, email support for urgent questions, and systems optimization for your business.
You're not hiring a bookkeeper or CFO. You're hiring 13+ years of experience managing financial operations for a successful multi-location franchisor.
Bookkeepers record what happened. You're hiring someone who actively manages your financial operations to prevent problems and save you money.
CFOs focus on strategy and planning. You're hiring someone who owns the day-to-day financial operations so you don't have to think about them.
Proven experience managing financial operations for a successful multi-location franchisor, now applied to your specific situation.
Who need someone who understands food costs, labor management, and seasonal cash flow
Who want to focus on customers, not paperwork
Who need clean financials for client billing and project profitability
Who need to focus their time on growth
To keep this focused and valuable, here's what this service doesn't cover:
Tax preparation (but I'll work with your CPA)
Financial planning or investment advice
Loan applications or investor presentations
Team management or HR functions
I audit your current financial systems, clean up any issues, and establish processes
I handle all financial operations behind the scenes
15-60min call to review key metrics and any important findings
Email access for urgent questions or issues
I've spent 13+ years working side-by-side with the president of a 10-location franchise system, handling everything from bookkeeping and payroll to POS migrations, tech support and financial reporting.
I understand what it's like to run a successful business and deal with the daily financial operations that can overwhelm even the most organized owners. My approach is straightforward: take the financial operations completely off your plate so you can focus on what you do best.
I'm not a traditional bookkeeper or CFO. I'm someone who's spent two decades in the trenches of small business operations, working directly with a founder who built something from the ground up.
I've seen what works, what breaks, and what keeps owners up at night. Now I want to take that experience and help other successful business owners get their time back and sleep better.
The bottom line: You're not hiring someone who learned this in school (though I do have a business degree too). You're hiring someone who's been doing it every day for over 20 years, in a business just like yours.
Let's talk.
Next Step: 30-minute discovery call to review your current setup and see if this is a good fit.