A partner with real experience.
I learned finance on the job, in a business that never closes. If you hire Ace Financial, you work with me. There is nobody to be handed off to.
It started as a favor.
Ace Financial began when a friend asked me to help with his numbers. He ran a good company and made decisions on instinct, because nobody had ever handed him his own figures in a form he could use.
That turned out to be the most useful thing I could do for anyone, so I made it the job. Ace Financial exists to help other people’s work succeed. I think that is worth doing well.
College grad to VP of Finance in six years.
A business management degree from George Fox University, and then everything I actually know about finance, learned in hotels while working my way up.
A hotel runs twenty-four hours a day on thin margins, heavy payroll and demand that swings with the season. I started at the front desk and rose to VP of Finance, and I did most of the jobs in between.
So when I read your statements I see shifts, staffing and vendor terms, not just accounts.
Home is the Flathead Valley.
I am a Montana native, and Ace Financial runs from Kalispell, at the top of the Flathead Valley: Whitefish, Columbia Falls, Bigfork and Polson are all within an hour, with Flathead Lake in the middle of them.
It is a valley of seasonal businesses, where revenue triples in summer and thins out by November, and it is where I learned that the planning for a quiet season is the actual work: what the good months have to set aside, what the quiet ones really cost, and when a hire or a truck is affordable given what is coming rather than what just happened. That is the lens I bring to every set of books, wherever the business is.
The work itself is remote: a shared screen and a scheduled call, for owners anywhere in the United States. If you are in the valley, I am happy to sit at your table instead.
What I care about.
Faith first
I am a Christian, a husband and a father, in that order. This business is run to honor God and serve people well. That shapes how I price, how I work, and how I treat the people I work for.
Straight answers
You’ll always know where your numbers stand, in plain language, from me. Not in April, and not from somebody else.
Sustained growth
The point is not a good month. It is a business that still works in three years, with books that hold up while it grows.
Undeniable value
If what I charge you is not obviously worth more than it costs, I would rather find that out early and say so.
Practically speaking.
- Based in Kalispell, Montana, working with businesses anywhere in the United States.
- One person, so the person you meet is the person who does the work.
- Flat monthly pricing, quoted after a free diagnostic.
- Your CPA keeps filing your return. I keep the books they file from, and I talk to them directly.
Meet me before you decide anything
A free consultation to start. Tell me what’s going on, and I’ll tell you honestly whether I can help.
Working with business owners anywhere in the USA.