What I offer & How I Help
Whether you’re trying to get a clearer picture of profitability, forecast growth, or just make better financial decisions — I offer clarity that leads to confident decisions — not guesswork.
Financial Clarity Dashboards
Custom-built dashboards in Power BI that give you a clear view of how your business is performing. I pull in real-time data from your accounting tools and transform it into visual insights — so you always know where you stand.
Includes:
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Revenue, profit, margin, and cash flow tracking
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Integrated from QuickBooks, Excel, or Google Sheets
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Visuals updated automatically
Planning & Performance Tools
When you're ready to grow, we’ll use your numbers to build smart forecasts, hiring plans, and profitability targets. This is the data-backed strategy work that keeps you focused on the right goals.
Includes:
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Budget planning & target modeling
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Pricing and margin improvement
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Investment or hiring scenario planning
Insight-Driven Strategy Calls
When you're ready to grow, we’ll use your numbers to build smart forecasts, hiring plans, and profitability targets. This is the data-backed strategy work that keeps you focused on the right goals.
Includes:
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Budget planning & target modeling
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Pricing and margin improvement
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Investment or hiring scenario planning