FAQs

  • A Small Business CFO helps you understand the financial story behind your business so you can make wise, confident decisions. I partner with business owners to bring clarity to their numbers, streamline operations, and lead forward strategically. Think of me as your financial guide, operations consultant, and steady sounding board.

  • Not at all. That’s the whole point. My job is to simplify the numbers so they work for you, not overwhelm you. You bring the vision and I’ll help you see the financial path that supports it.

  • If your business is growing but your systems, team, or confidence haven’t caught up—or you feel unsure about your financials—you’re likely ready. I often work with business owners who feel stuck at a growth ceiling or are preparing for a new season. If you’re ready for strategic clarity, we’re probably a good fit.

  • I specialize in working with service-based small businesses and entrepreneurs, though I’ve supported clients across a wide range of industries. If you’re purpose-driven, open to growth, and ready to lead with more confidence, I’d love to connect.

  • While bookkeepers and accountants handle your past transactions and taxes, I help you strategically plan for the future. I look at your business holistically—financially, operationally, and personally—to help you make proactive, aligned decisions.

  • No. While my work is deeply rooted in faith and purpose, I serve business owners from all backgrounds and beliefs. If you’re looking for wisdom, clarity, and steady support, you are welcome here.

  • Our 15-minute call is a relaxed, judgment-free space to talk through where you're at, where you want to go, and what’s getting in the way. If I believe I can support you, I’ll share a recommendation for your next step. If not, I’ll do my best to point you in the right direction.

  • I offer both! Some clients just need a one-time strategic session to gain clarity. Others partner with me long-term for CFO advisory or business transformation support. During our discovery call, we’ll figure out what’s best for your needs and season.