Booked Solid but Broke? Let’s Build a Financial System That Pays You Back.

You deal with enough chaos in your business — your finances shouldn’t feel like another jobsite fire or an endless juggling act.

If you’re wondering where the cash went, why margins are thin, or when you’ll finally get paid what you’re worth — the problem isn’t your effort. It’s your system.

I help business owners across construction, small business, and real estate investing stop the leaks, track what matters, and finally get control.


Fractional CFO Services Tailored to Your Industry

I specialize in fractional CFO services designed to turn scattered numbers into clear, confident financial direction — no matter if you’re running jobs, managing operations, or building a portfolio.


What Sets My Services Apart

When you partner with me, you get more than just financial advice — you gain a trusted partner invested in your success.

  • Industry Expertise: From construction sites to small business offices to real estate portfolios, I understand your unique challenges and opportunities.
  • Personalized Approach: No dashboards dumped in your inbox. We work side-by-side to fix real-world problems specific to your industry.
  • Proven Results: From fixing billing cycles and improving margins to tracking investment returns — I help owners stop guessing and start getting paid.

Core Services Customized for Your Business

For Contractors & Trades

  • Forecasting & Job Costing: Build forecasts based on active bids and schedules. Track profitability by job to stop cost overruns before they spiral.
  • Cash Flow & Billing: Keep crews paid on time with collection and payment strategies aligned to project timelines.
  • Change Order Management: Manage change orders effectively to protect your margins.

For Small Businesses

  • Cash Flow Control: Understand where money is coming and going, and stop cash flow gaps before they hurt your growth.
  • Expense & Margin Analysis: Break down costs and optimize pricing to ensure every sale contributes to your bottom line.
  • Financial Planning & Reporting: Set financial goals and track your progress with actionable reports.

For Real Estate Investors

  • Portfolio Performance Tracking: Monitor returns across properties with clear, consolidated financial reporting.
  • Investment Cash Flow Management: Align income and expenses to maintain positive cash flow and maximize ROI.
  • Tax & Expense Planning: Strategize to optimize tax efficiency and expense management.

Support for Business Owners

From setting a consistent owner salary to planning for sustainable growth, I’ll help you operate with clarity and confidence at the helm. Whether you want to know if your marketing or sales investments are paying off or need a clear plan for what’s next, I’ve got you covered.


Key Benefits of Working with Me

  • From chaos to clarity — Understand what’s making money, what’s not, and why.
  • Fix cash flow crunches — No more guessing when bills hit or checks land.
  • Make every part of your business count — Improve margins, pricing, and profitability.
  • Breathe easier — I’ll manage your finances so you can focus on what you do best.

Ready to Build a Stronger Financial Foundation?

You don’t need another spreadsheet. You need a financial system that works for your business — and helps you take home what you’re really worth.

Let’s fix the leaks, get your numbers working for you, and finally give you the clarity to grow with confidence.


Schedule Your Free Consultation Today

Schedule a Free Strategy Call

Scroll to Top