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
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.
Strategic AI Advisor
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.
Your membership includes:
- •Direct access for AI questions and advice
- •Personalized AI tool and workflow recommendations
- •Help evaluating AI tools before you spend money
- •Priority answers to member questions
- •Templates, prompts, and implementation guides you keep
Small Business Financial Advisor
We optimize your margins, fix your cash flow leaks, and prepare your books for scaling or an eventual exit.
Small Business Financial Advisor
We optimize your margins, fix your cash flow leaks, and prepare your books for scaling or an eventual exit.
Your membership includes:
- •Direct access for financial questions
- •Review of your numbers with plain-language explanations
- •Cash flow, pricing, and margin guidance
- •Priority answers to member questions
- •Spreadsheet templates and models you keep
Membership billing is handled securely by Buy Me a Coffee. Cancel any time.
The Resource Vault
Every member gets a private area for their program: your onboarding assessment, the templates and spreadsheets I use with private clients, written playbooks, and replays of our sessions. It grows every month — new material shows up there as I build it with members.
Templates & downloads
Spreadsheets, worksheets, and checklists you keep.
Written playbooks
Step-by-step guides you read right in the member area.
Tools & links
The prompt libraries and tools I actually recommend.
Call replays
Recordings from our monthly sessions and workshops.