Email me directly, send a text, or put 30 minutes on my calendar. You'll hear back from me — not an assistant, not a form queue.
No pitch deck, no discovery-call runaround. Three steps.
Where the books stand, what's coming up, what's been frustrating you about your current setup.
Straight answer on what's worth fixing, what isn't, and whether I'm the right fit. Sometimes the answer is no.
If it makes sense, you get a written scope and a fixed price before anything starts.
Ten years of tax expertise and CFO experience, working with founders, business owners, and operators who want their numbers to actually mean something.