I work with growth-minded entrepreneurs and small business owners—typically those grossing $50K–$4M—who are ready to get proactive with their business finances, tighten operations, and scale with confidence. Whether you're solo, building a team, or hitting a growth ceiling, I meet you where you are.

I combine decades of hands-on financial expertise with real-world business strategy. My clients don’t get generic advice—they get clarity, systems, and support customized for their business. And I’m not afraid to ask the tough questions that lead to meaningful breakthroughs.

If you're making business decisions based on gut instinct instead of data—or you’re feeling the growing pains of scaling—it’s time to bring in a CFO. I offer fractional CFO services that provide high-level financial strategy without the full-time commitment or cost.

Great question—and one I get often! While CPAs typically focus on preparing tax returns and ensuring compliance (often working reactively during tax season), I take a proactive, year-round approach to financial strategy. I don’t just look at where you’ve been—I help you plan for where you're going.

As a business growth strategist and CFO, my focus is on:

-Helping you understand your numbers in real time

-Creating systems that support cash flow and profitability

-Setting goals and holding you accountable to them

-Offering guidance so you can make confident, informed decisions all year—not just in April

Think of it like this: bookkeepers keep your financial house in order day-to-day, while accountants help you understand the bigger picture and plan for the future.

Here’s how it breaks down:

-Bookkeepers track your income and expenses, reconcile accounts, and keep your books up to date. They're focused on accuracy and organization.

-Accountants take that data and interpret it—creating financial reports, identifying trends, and helping you make strategic decisions that move your business forward.

In my role, I provide both—but I go beyond traditional accounting by layering in strategy, accountability, and growth planning. I make sure your numbers aren’t just tidy—they’re telling you what you need to know to lead your business with confidence.

You still need a CPA to file your taxes, but my role is to make sure you never feel lost, behind, or in the dark about your finances the rest of the year.

Yes. I offer limited private strategy sessions and ongoing advisory packages. Book a discovery call so we can talk through your goals and whether we're a good fit.

Yes, but selectively. Through Guardian Accounting, I support a roster of clients with bookkeeping, financial reporting, and tax strategy—particularly those who’ve gone through the DYB4Success program or NLMastermind.

This is my signature program designed to help entrepreneurs get their business financially “dressed” for growth. It’s a self-paced program with expert support, guiding you through the foundational steps of managing your money, understanding your numbers, and making data-driven decisions.

This is a high-touch mastermind for business owners who are serious about growth, accountability, and community. We go beyond surface-level strategy to address mindset, leadership, delegation, and execution—because how you show up matters just as much as what you do.