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.
Not as a business. 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 CFO in seven 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. There is nowhere to hide a bad assumption. I started at the front desk and finished as a CFO, 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 and what I tell you when the news is bad.
Straight answers
If something is going wrong you will hear it early, 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 conversation.
- 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 call to start. Tell me what is going on and I will tell you honestly whether I can help.
Working with owners anywhere in the United States.