Who This Is For

This program is a strong fit if you:

• are a founder of a service-based business

• have meaningful revenue and growing complexity

• want clarity beyond what’s in the bank account

• are ready to build financial systems and decision frameworks

• value strategic partnership over quick fixes

Who This Is Not For

This is probably not the right fit if you:

• want tax preparation or bookkeeping only

• want someone to “just tell you what to do” without involvement

• are looking for one-off advice rather than a structured process

• are not prepared to review numbers and implement changes consistently

Time Commitment

What to expect:

• monthly review and implementation work

• quarterly strategic deep dives

• collaboration on financial systems, compensation, and forecasting

• honest conversations and structured follow-through

This is designed to support founders who are serious about building with intention.