I specialize in working with established, service-based business owners who want to make empowered financial decisions, grow their revenue and profit, and put their businesses on a sustainable path. Whether you need help improving cash flow, increasing profitability, developing new income streams, making employment decisions, scaling, or creating a tax strategy for your business, I can help through contract CFO or Business Coaching Services. I keep offices in Dallas & Austin, as well as work with clients in many states throughout the US. For more information on the services I offer, please visit my website.
We have years of experience helping clients prepare for the unknown while meeting their financial goals. Ask us about:
As an independent financial services firm, we can access many different products so you can get the right products and services for you.
Our goal is to help entrepreneurs attain their financial goals and enjoy the journey of growing their business. We work strictly with businesses, providing strategic business advisory services.
Bookkeeping & Accounting
Flat Monthly Plans | Virtual Team of ProAdvisors | No Hourly Billing