Clear eyes for your next move.
I help founders navigate the intersection of emerging AI technology and small business financial sustainability. No corporate jargon—just practical, direct advisory.
"A rare mix of technical foresight and financial acumen."
Founder, 40-person services firm
Advisory Tracks
Select the focus area that matches your current challenge.
Strategic AI
Stop chasing hype. We'll build a custom AI roadmap that actually automates your operations and enhances your unique value proposition without the technical debt.
- •Custom LLM Implementation Plans
- •Workflow Automation Audits
- •Future-Proofing Strategy
Small Biz Financials
We optimize your margins, fix your cash flow leaks, and prepare your books for scaling or an eventual exit.
- •Profit Margin Optimization
- •Fractional CFO Analysis
- •Tax & Exit Preparation
Join the Inner Circle
Get direct access to my tools, monthly office hours, and deep-dive resource library.
Membership levels
Strategic AI Advisor
Practical, ongoing AI guidance for small businesses and professionals who want to put AI to work.
Strategic AI Advisor
Practical, ongoing AI guidance for small businesses and professionals who want to put AI to work.
Your membership includes:
- •Direct access for AI questions and advice
- •Personalized AI tool and workflow recommendations
- •One 30-minute strategy call each month
- •Help evaluating AI tools before you spend money
- •Priority answers to member questions
Small Business Financial Advisor
Get practical financial guidance to better understand your business and make confident decisions.
Small Business Financial Advisor
Get practical financial guidance to better understand your business and make confident decisions.
Your membership includes:
- •Direct access for financial questions
- •Review of your numbers with plain-language explanations
- •One 30-minute financial review call each month
- •Cash flow, pricing, and margin guidance
- •Templates and models you keep
Membership billing is handled securely by Buy Me a Coffee. Cancel any time.
The Resource Vault
Once you're in, you get access to the same templates, prompts, and spreadsheets I use with my private clients.
AI Implementation Toolkit
12 step-by-step guides
Cash Flow Forecaster
Advanced spreadsheet template
