For the founder

You didn't start a company to babysit a messy ledger.

A financial reset: clean books, clear runway, decisions from numbers you trust. Fixed fee. Free assessment.

Get my free cleanup assessmentBook the call instead
Dallas, TX · nationwide remoteFractional CFO leadershipAccounting · Tax strategy · FundingNo pressure, no obligation

If this is your week…

You're not bad at business. The books just stopped telling the truth about the company you built.

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The books lag the business

You're making product and hiring calls on last quarter's fog.

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Tax season is a tax on attention

Every spring you rebuy peace of mind with a scramble and a write-up.

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You need a CFO lens, not just entries

Cleanup that ends in a story: margin, cash, and what to do next.

What you get with the free CFO Reset

Founder cleanup: from messy books to a board you can run the company on.

A financial systems review

We look at how money actually flows through your business and where the friction lives.

Your 5-to-10-hours-back plan

The specific cleanups and systems that give you your week back.

A clarity roadmap

What to fix first, what it costs, and what you can safely ignore for now.

If you are a business owner under $10M and I cannot help you save 5 to 10 hours per week within the next 30 days through improved financial clarity and systems, I will continue working with you for free until it happens.

Schedule My Free CFO Reset Call

How it works

1

Tell us where it hurts

Two minutes. No document dump. Just the truth about how behind it feels.

2

Free assessment

We clean the backlog and hand back a founder-ready view of cash and margin.

3

We clean it up

Backlog cleared. Accounts reconciled. A before/after report you — and your CPA — can act on.

Start your free CFO Reset

Tell us a little about the business — we reply within one business day.

We’ll only use this to respond about your Reset. No spam, ever.

Common questions

Is the CFO Reset really free?

Yes — free call, real work session, no obligation. If we’re a fit for ongoing fractional CFO support, we’ll tell you what that looks like; if not, you keep the roadmap.

Who is this for?

Business owners under $10M in revenue who feel stressed, behind, or unsure about their numbers.

Do you replace my bookkeeper or CPA?

No — we make both more effective. Clean systems upstream mean better work (and lower bills) downstream.

What if my books are a mess?

Perfect — cleanup is our specialty. The Reset will scope exactly what it takes to fix them.