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Accounting Beyond the Textbook

For students or new hires who know the rules but haven't seen them in action. We take the messy data from a real business and show you how it flows through the system.

Board & Stakeholder Reporting

I take your monthly performance and translate it into a high-level narrative. I highlight the wins, explain the challenges, and provide the next steps so you can lead the meeting with a document that supports your authority.

Break-even Analysis

Every business owner needs to know their "magic number" - exactly how much you need to sell just to cover your costs. I calculate your break-even point so you know your baseline. Once you know this number, every sale after that is a win, and you can set your targets with a lot more confidence.

Budgeting & Forecasting

It’s hard to move forward if you don’t have a target. I help you create a realistic budget based on your data. We also look at forecasts predicting what your next few months might look like so you can plan your hiring or your inventory without the stress of the unknown.

Business Case Development

I help you turn new ideas and projects into formal, data-backed proposals. We map out the costs, risks, and expected payoffs in a structured, professional format that gives partners and decision-makers the confidence to move forward.

Business Health Audit

This is a high-level check-up of your entire operation. We look at your margins, your overheads, and your cash cycles to see how healthy the business really is. It’s like a "physical" for your company to make sure everything is working together the way it should.

Cost of Goods Sold (COGS) Optimization

We look at the direct costs of producing your service or product from materials to labor to shipping, and identify where small efficiencies can lead to huge shifts in your total margin. The goal is to make your core product more profitable from the ground up.

Custom Financial Reporting Templates

I help build a financial report structure for you. I create custom Excel or Google Sheets templates with all the formulas and logic already set up. You just input your numbers, and the reports are generated automatically.

Customer Acquisition Cost (CAC) Analysis

You need to know exactly what it costs to bring in a new customer. We look at your total marketing and sales spend against the number of customers acquired. If it costs more to get them than they are worth, we find the leak in your funnel before you scale.

Customer Lifetime Value (LTV) Modeling

A customer isn't just a one-time transaction. I help you calculate the total revenue you can expect from a single customer over the entire time they stay with you. This tells us exactly how much you can afford to spend to keep them and where your most loyal "profit drivers" are.

Finance for the "Non-Finance" Boss

You don’t need to be an accountant to lead like one. I break down the P&L, Balance Sheet, and Cash Flow into plain language so you can stop guessing and start making decisions based on your numbers.

Financial Basics for Your Team

When your team understands how the money works, they make better decisions. I run a session to show your staff how their daily work affects the company's profit and cash flow.

Financial Data Clean-Up

Sometimes data gets messy and software migrations go wrong, or entries get duplicated over time. I help to reconcile the records and fix the errors so your internal numbers match your bank statements again.

Financial Performance Summary

You don't always have time to dig through every row of a financial report. I look at the data for you and provide a short, plain-English summary of the highlights. I point out the wins and the areas that might need a bit more attention so you can make quick, informed decisions.

Financial Report Design

I design structured, visual reports that highlight your most important metrics. I take the "grey" out of your spreadsheets so you can present to your board or team with total confidence.

Financial Reporting Guidance

I bridge the gap between classroom theory and real-world practice for students and early professionals. We skip the dry lectures and I walk you through how to prepare and interpret statements using practical examples. It’s about building your confidence so you’re ready for your exams or your first day on the job.

Founder/CEO Performance Summaries

As a leader, you need to know the state of your union in minutes, not hours and that's where I come in. I provide a "one-pager" that cuts through the noise. It’s a plain-language briefing on your cash position, your top risks, and your biggest opportunities, so you’re always the most informed person in the room.

Investor Deck & Pitch Design

Investors don't just buy your idea; they buy your numbers. I help you build the financial slides for your pitch deck that tell a compelling story of growth and ROI. We make sure your projections are ambitious enough to excite them, but grounded enough to survive a due diligence check.

KPI Tracking & Dashboards

You can't manage what you don't measure. I help you identify the Key Performance Indicators (KPIs) that matter for your growth. Then, I build simple dashboards so you can see those numbers at a glance every day, without having to dig through a spreadsheet.

Monthly & Quarterly Financial Reports

Checking your performance once a year isn't enough to stay on track. I provide regular summaries every 30 or 90 days so you can see how the business is moving in real-time. It helps you catch small issues early and stay focused on your goals throughout the year.

Let's get to work

If you have numbers that need fixing or reports that need to look professional, just send a message. You don't need a formal plan or a perfect explanation, just tell me what’s on your desk and where you’re stuck, and we’ll take it from there.