Ways We Work Together
I work upstream of tax and compliance, on the operator side of finance. My perspective combines technical accounting fluency with operational systems thinking.
Financial Clarity Intensive
A structured financial diagnostic for founders who feel unclear about their revenue-to-take-home flow.
- • Owner compensation structure
- • Hiring timing readiness
- • Household integration clarity
Decision Architecture Advisory
Ongoing strategic partnership for founders operating at scale who require structured financial oversight.
- • Recurring financial review rhythm
- • Decision framework integration
- • Referral bench access
Speaking & Workshops
Designed for masterminds, leadership communities, and organizations seeking structured financial leadership education.
I specialize in translating compensation complexity into operational clarity for high-responsibility households.
Inquire About Speaking
This is not budgeting advice.
My work exists to bridge the gap between business finance and personal financial clarity. We focus on decision precision, not just spreadsheets.