Numbers That Serve the Mission — Not the Other Way Around
Strategic financial leadership for founders who lead with purpose.
If you’re carrying the financial weight of your business alone — unsure how much you can hire, spend, or invest — you don’t need more reports. You need guidance and structure.
As companies grow, decisions become heavier.
Revenue may be strong, but cash can still feel tight.
It’s not always clear what’s truly driving profit — or how today’s choices affect next year’s position.
I help purpose-driven founders build financial clarity into their businesses — so they can lead with confidence instead of uncertainty.
What Financial Clarity Looks Like in Practice
Understanding which parts of the business truly drive profit
Clear visibility into cash flow and runway
Scenario modeling for growth and investment decisions
Aligning revenue and cost structure with long-term strategy
Financial systems that support sustainable, long-term stability
A steady thought partner in moments when financial pressure feels heavy
This Is a Fit If:
You lead or are a key decision-maker in a privately held $1–10M company
Profit matters to you, but not if it comes at the cost of your team or your values
You want disciplined financial structure and guidance, not just reports
You're open to being challenged — because that's where real clarity comes from
This Is Not a Fit If:
You’re looking for basic bookkeeping only
You believe maximizing profit justifies any decision, regardless of the moral cost
You’re unwilling to examine difficult financial tradeoffs
You want someone who will simply agree with you rather than challenge your thinking
A Recent Engagement
A mission-driven company with $6M annual revenue was growing steadily — but cash felt unpredictable.
They had bookkeeping.
They had reports.
What they didn’t have was visibility.
We rebuilt their cash flow model from the ground up, clarified margin by service line, and implemented simple forecasting scenarios tied directly to hiring and expansion decisions.
Within weeks:
Leadership could project cash 6–9 months forward
Hiring decisions were tied to real capacity
Financial conversations shifted from reactive to strategic
Anxiety around payroll and runway eased
Growth didn’t slow.
It became structured.
That’s the difference financial clarity makes.
Ready for clearer financial direction?
If you’re ready to make decisions with visibility and confidence — instead of uncertainty and tension — let’s talk.