Everyone’s on a Different Journey…
Whether you're just getting started, ready to deepen your strategy, or looking for a trusted financial partner—there’s a service designed for where you are now, and where you’re headed.
Our Services
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🧭 Our EPIC Business Finance Framework
A flexible membership program that brings CFO-level insight to small businesses—without the complexity or cost.
Built for owners who want to lead with strategy, not just survive the month. -
💼 Business Advisory Services
Tools, training, and coaching to help you grow with clarity and confidence.
Rise Above Toolkit – DIY templates and tools to track your numbers and lead more clearly
Rise Above Academy – Training, workshops, and Know Your Numbers calls to build financial skill and insight
Clarity Partner – 1:1 strategic coaching for personal growth and business leadership
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📊 CFO Navigator
Fractional CFO services for deeper financial partnership and hands-on support.
Perfect for businesses ready to align financial strategy with their long-term vision.