Ongoing financial leadership, profitability roadmaps, and bookkeeping so you understand your company's real financial reality, and what to do about it.
I see patterns in numbers that other people miss, because I've learned where to look.
I'm a finance professional based in Colorado Springs, Colorado — born and raised here, and still happiest on a mountain trail or watching a rare afternoon rainstorm roll in.
I earned my degree in Finance from George Washington University and have spent my career since translating financial data into decisions business owners can actually act on.
I started doing bookkeeping and accounting on paper before QuickBooks existed, then moved onto QuickBooks in 2002. I understand the fundamentals underneath the software, not just the software itself.
Over the years I've worked as a bookkeeper, accountant, and fractional CFO for companies across a wide range of industries: events, professional speaking, residential remodeling, consulting, mental health therapy, homeowners associations, water mitigation and restoration, website services, pet sitting, and lead generation. That variety is exactly what trained my eye. I work remotely, which means location is never a barrier to working together.
Most clients come to me knowing something in the business is off, or they've simply never had financial reporting precise enough to trust. Here's how those conversations usually start.
If any of these sound familiar, I can help.
Ongoing financial leadership without the cost of a full-time hire. I manage your financial operations, oversee reporting, and act as the financial decision-making partner most growing companies don't have in-house.
A clear-eyed assessment of where your company stands today and a specific plan for the financial choices needed to reach or protect profitability.
Forward-looking cash flow modeling so you know what's coming, not just what's already happened.
A breakdown of what each job, project, or client actually costs you — and what it actually earns you.
Full-charge bookkeeping including monthly reconciliation of all asset accounts and credit cards, and client invoicing. Typically included as part of a broader engagement.
I review your current books, accounts, and financial position to understand what's actually happening — not just what the dashboard says.
I find the real issues: which jobs or clients are profitable, where cash flow is misread as income, where fixed costs quietly eat margin.
I take over the ongoing financial function (reconciliations, reporting, projections, invoicing) so you run on accurate numbers month over month.
I bring you the specific choices in front of you, with the analysis behind them, so pricing, staffing, and spending are decided with real information.
I work with clients on a monthly contract for an agreed scope of services, which gives you consistent financial oversight without the unpredictability of hourly billing. Hourly project work is also available for more limited or one-time needs.
I finally understand why a profitable month doesn't always mean money in the bank. Nothing about our finances feels like a mystery anymore.
She found money leaking out of two service lines I'd have sworn were our strongest. We reworked our pricing and the margins haven't looked back.
For the first time, I open my reports and actually trust the numbers. It's the most thorough financial work we've ever had.
Honestly, we get far more out of this than we pay for it. I make staffing and spending calls now with real information behind them.