Get Started

Let's See If We're a Good Fit.

We keep our client list small — so we're selective. The consultation is a chance for both of us to ask questions.

Before You Book

We work best with established small business owners doing $250K–$5M in revenue who are ready for a real financial partner — not just someone to file their taxes once a year.

Our engagements are ongoing, relationship-driven, and built around your specific business. If that sounds like what you've been looking for, we'd love to connect.

A note on pricing: Our services start at $750/month. We want to be upfront about that so we're both making the best use of our time on the call. If that's within your budget, let's talk.

Schedule Your Free 30-Minute Consultation

Pick a time that works for you. No pressure, no commitment — just a conversation.