Your questions, answered.

I act as your part-time Chief Financial Officer. High-level financial strategy, forecasting, cash flow management and oversight, without the cost of the full-time seat.

In practice it means somebody whose job is to hand you your own numbers in a form you can make decisions from, and to tell you what they mean.

A bookkeeper records transactions and keeps the books organized. That is the foundation and I do it too.

The CFO work looks forward instead of back: cash flow forecasting, profit analysis, budgeting, tax planning and the decisions that actually change what next year looks like.

Running a business is hard enough without also being your own accountant.

With someone on it, you stop losing money to small errors and to being too busy to look, and you start making decisions from real numbers instead of from the feeling in your stomach.

Because of what the work actually produces: financial leaks found and fixed, clear visibility into what is really profitable, systems that hold up as you grow, and long-term planning instead of monthly reconciliation and nothing else.

More important than what I do is how I do it. I am a Christian, and integrity and excellence are the two pillars of the service. You will get an honest read on your numbers even when it costs me the work.

Flat-rate, based entirely on what you need. After an initial conversation you get a transparent quote with no hidden costs. The number you get is what you pay.

No hourly billing, so asking me a question does not cost you anything.

Not at all. I do the heavy lifting. You give me access to your software stack, your accounts and any documents I need, and I take it from there.

Most of the surprise for clients is how much time and attention they get back once somebody else is holding the books.

Yes. I take clients anywhere in the United States, and most of the work happens over a shared screen and a scheduled call whatever the distance.

I am based in Kalispell, Montana, and if you are nearby I am happy to sit across a table from you. It is a nice option, not a requirement.

No. Filing your return is your CPA's job and I am not trying to take it.

What I do is keep the books your CPA files from, handle the planning side through the year so the return is not a surprise, and talk to them directly so you are not stuck being the messenger between two people who both work for you.

Use the form on the contact page, or call or email me directly, and we will book a free discovery call.

On that call I listen to what is going on, answer your questions and tell you whether I can help. There is no pressure and no obligation either way.