My Process
A simple, proven framework to bring clarity and confidence to your business finances
01
Discovery & Intake
Uncovering your goals, challenges, and what financial clarity means to you.
We start with a discovery call and a guided intake process where I learn about your business model, systems, and pain points — so we can define what success should look like before we touch a dashboard.
02
Data Sync & Dashboard Build
Setting up visuals you’ll actually use — and trust.
I connect your accounting data (from QuickBooks, Excel, or Google Sheets) into a custom Power BI dashboard that shows real-time revenue, margins, and insights — not just numbers.
03
Review & Refine
We make it yours.
We walk through your dashboard together, align everything around the way you think, and refine it to focus on the decisions that matter most. No generic templates. No wasted charts.
04
Ongoing clarity that grows with you.
Each month, I send updates, answer questions, and offer optional strategy calls — so you’re never flying blind. Whether you're scaling, optimizing, or solving problems, I’m your financial co-pilot.
Ongoing Insight & Support
Our Services
Whether you're looking to understand your numbers, grow your profits, or make smarter financial decisions, I’m here to help. My services are designed to give small business owners real clarity through custom dashboards, proactive analysis, and strategic support — without the overhead of a full-time CFO.
Financial Clarity Dashboards
Custom dashboards that turn your financial data into a clear, real-time snapshot of how your business is performing. Revenue, expenses, margins, cash flow — all in one place, updated automatically.
Planning & Performance Tools
When you're ready to grow, I’ll help you forecast the road ahead. From budgeting to profitability targets, we’ll use your data to support hiring, pricing, and investment plans.
Insight-Driven Strategy Calls
Each month, we break down what the numbers are saying and what to do next. You'll get practical, plain-English insights to help you make smarter decisions with confidence.
From Analyst to Clarity Consultant
How we turned financial analysis into a tool for small business growth
What started as a career in finance and IT strategy has evolved into a mission: helping entrepreneurs and business owners understand their numbers and use them to grow.
Armed with an MBA in entrepreneurship and real-world experience building dashboards, I launched this consulting practice to make high-quality financial insights accessible to businesses that can’t afford a full-time CFO.
Whether you're scaling up or just trying to make sense of your cash flow, I’m here to turn your data into direction.
Transform Your Financial Data into Actionable Insights
See What's Really Driving Your Business
Tired of spreadsheets and guesswork? I’ll build you a custom dashboard that turns raw numbers into real insight — so you know exactly where your money goes, what’s working, and what needs your attention next.
Make decisions faster. Spot trends earlier. Lead with confidence.
Grow Smarter, Without Guessing
Every chart and insight is built to support real growth — from profitability snapshots to cash flow trends. You’ll know how to invest wisely, plan ahead, and lead like a CFO… without hiring one.
When the numbers make sense, your next move becomes obvious.
