Real Strategies for Real Results.

Are You Running Your Business, or Is It Running You?

Being a business leader or entrepreneur comes with immense responsibility. You’re expected to make critical decisions, manage teams, and drive profitability – all while maintaining balance in your personal life.

Many businesses wait too long to bring in strategic financial leadership, relying on controllers and bookkeepers to “keep things running” rather than optimizing financial performance and leadership effectiveness.

By not being proactive, reality can look like:

✖︎ Drowning in Financial Uncertainty – Not sure where your money is going or how to improve profitability.
✖︎ Struggling to Build a Strong, Trusting Team – Feeling frustrated by miscommunication, conflict, or disengaged employees.
✖︎ Constantly Putting Out Fires – Reacting to daily problems instead of leading with a clear strategy.
✖︎ Working Nonstop, Yet Not Seeing the Growth You Want – Stuck in the grind but not making real progress.
✖︎ Feeling Isolated in Leadership – The pressure is on you, and no one else seems to understand the weight of your role.

It really doesn’t have to be this way.

Imagine What’s Really Possible

When your business strategy, leadership, and financials are aligned, everything changes. You make better decisions, reduce stress, and unlock new opportunities for profit, and success.

My approach is simple: to help serious business owners with the financial insights, the clarity and the confidence, needed to increase revenue and profits quickly and affordably, attract more clients, close more sales, lead more effectively, and achieve the success and freedom they deserve.

We focus on the Three Pillars of Business that ensure Long-Term Success:

✔ Strategy – making sure you’re focused on what really drives growth.
✔ Leadership – helping you lead with clarity, confidence, and resilience.
✔ Employee Engagement – aligning and energizing your team to perform at their best.

With over 35 years of business experience (CPA), and expertise in leadership, engagement, and relationships, I provide a unique and powerful combination of Fractional CFO Services and Executive Coaching to help you navigate the complexities of business growth, financial management, leadership, and personal fulfillment.

Choose the Right Support for Your Business & Leadership Growth

Fractional CFO Services: Strengthen Your Financial Strategy

What if you had clarity, financial confidence, and a business that runs smoothly—without sacrificing your well-being?

Fractional CFO services give you expert financial guidance without the full-time price tag. From cash flow optimization to growth strategies, we provide the insights you need to make confident decisions.

✔ Gain a clear understanding of your numbers & key financial metrics
✔ Improve revenue, cash flow, profitability, & long-term financial health
✔ Make data-driven decisions with confidence
✔ Identify financial risks & uncover new growth opportunities
✔ Create financial strategies that align with business goals

Ideal for: CEOs, founders, and business owners who want financial clarity, growth, and stability.

Certified Executive Coaching: Elevate Your Leadership

Executive leadership coaching helps you lead with confidence, engage your team, and achieve better results. Gain practical tools to improve communication, decision-making, and strategic thinking.

✔ Strengthen communication & build trust within your team
✔ Develop resilience & executive presence
✔ Navigate leadership challenges with confidence
✔ Increase employee engagement & workplace productivity
✔ Reduce stress & find balance between business and life

Ideal for: Executives, business owners, and leaders who want to lead with impact and clarity.

Business Academy – Online Learning At Your Own Pace

Virtual MBA Education Program and Academy Access, Includes:

✔ Access to our Business Academy (your virtual MBA)
✔ All E-Classes
✔ All Business Spreadsheets, Marketing Materials, Sales Letters, and Articles
✔ Complete at your pace
✔ And So Much More!

Financial Training for Small Business Owners, Includes:

✔ Full Financial Training for Small Business
✔ Communicate with your accountant fluently
✔ Understand Financial Statements
✔ Complete at your pace
✔ And So Much More!

The Ultimate Advantage: Combine Financial Strategy & Elevate Your Leadership

Combine fractional CFO services with executive coaching for a powerful strategy that aligns your financial goals with strong, effective leadership.

✔ Lead with Confidence & Clarity – Develop a leadership presence that inspires action and trust.
✔ Strengthen Business Strategy – Make informed decisions that drive profitability and growth.
✔ Master Financial Insights – Gain control over your numbers to ensure sustainable success.
✔ Reduce Overwhelm & Stress – Align leadership, vision, and business strategy for ease and efficiency.
✔ Create a Thriving Workplace – Build engaged teams and a culture of collaboration.
✔ Achieve Work-Life Harmony – Balance your personal and professional priorities without sacrifice.

Ideal for: Business leaders who need a trusted advisor for both financial and leadership growth.

The Bottom Line

✔ Fractional CFO = For financial stability, profitability & strategic business decisions.
✔ Executive Coaching = For stronger leadership, team management & personal growth.
✔ Business Academy = Full Access to all resources

Ideal for: For CEOs/business owners who need The Ultimate Advantage, Strategic Financial Leadership Beyond the Numbers

Small Business Group Coaching

✔ Increase Profits – Turn your business into a profit machine.
✔ Reliable Systems – Use a simple, powerful, repeatable system that works.
✔ Focus on What Matters – and eliminate the rest.
✔ Stand Out – in a noisy competitive market.
✔ Build Stability – that lasts beyond the next economic cycle.
✔ Finally – get the clarity and confidence you’ve been craving in your business.

Next Group Begins May 7, 2025, pay in full by April 28 and save $300 (use coupon 300SBGCBETA)

You Can Elevate Your Business, Your Leadership, and Your Life, with Confidence!

Ready to Take Your Business & Leadership to the Next Level?

Don’t let uncertainty, burnout, or financial bleeding and blind spots hold you back. Schedule a free strategy session today and take the first step toward smarter financial decisions, stronger leadership, a business that works for YOU, and a life you love.

Contact Us Today To Get Started