Helping Small Business Owners Succeed and Grow
Providing Chief Financial Officer Services and Management Consulting
Let Us Help Your Business Reach Greater Heights
Financial Analysis and Reporting
Financial projections, financial modeling, what-if scenarios, and more.
Cash-Flow Forecasting
There is no greater fear in small business ownership than not knowing the future when it comes to cash. Cash is King for a reason.
Laptop Dashboard
Financial and Operational Dashboards
Information at a glance is the benefit of management dashboards.
Since 1984
We Are Here To Help You Grow
We work with you and your management team to provide information that can help you grow your business. Many business owners and managers are very good at the operational aspects of their businesses but struggle with the financial side of the coin.
As a former V.P. Finance for a $20 million business in Dallas, I learned that knowing and being able to communicate, the financial condition of the business was crucial when opportunities for growth required the involvement of outside lenders.
And later, in my own manufacturing business, that experience was instrumental in securing funding for new product development and expansion.
Now I am working with small business owners and managers to help navigate the financial paths to grow their businesses and achieve their dreams.