Streamline Financial
Streamline your books. Simplify your life.
Fractional CFO · Bookkeeping · Financial Strategy
You're running profitable jobs.
So why is the bank account always short?
I've worked in the trades. I know what it's like to finish a solid month, look at your checking account, and wonder where the money went.
That's a cash flow problem — and it's fixable. I help trades business owners find it, fix it, and build the financial systems to keep it that way.
✓Certified Fractional CFO ✓ QuickBooks ProAdvisor ✓ 10+ Years in the Trades ✓ Queen Creek, AZ
Who I Am
I've been on the job site.
I speak your language.
I built, ran, and sold a profitable pool maintenance and repair company. Before that, steel work, concrete, landscaping — I've done the work and I've run the crew. I know what it feels like when cash is tight even though the jobs are paying.
That experience is what makes me different from a finance guy who's only ever worked in an office. When I look at your numbers, I'm not guessing what your business looks like. I already know.
The Real Problem
Sound Familiar?
These are the three things choking most trades businesses. They all come from the same root cause — no financial visibility.
Jobs look profitable on paper but the checking account never reflects it — cash is stuck in unpaid invoices, material costs, or payroll timing.
You bid jobs and find out weeks later if you made money. Some jobs print. Others bleed. You don't always know which is which until it's too late to fix.
Slow season hits like a surprise every year. Without a forecast built on your actual numbers, you're reacting to cash dips instead of planning around them.
What We Fix
Three Things That Change Everything
This is where we focus — because these are the levers that actually move the needle for a trades business.
Cash Flow Clarity
We find exactly where cash is stuck and build a playbook to unstick it. Not a balance sheet — breathing room.
Job Costing & Pricing
We show you which jobs are profitable and which ones cost you money — then help you bid smarter going forward.
Forecasting & Seasonality
A 12-month forecast built on your real numbers so you can see the October dip coming in August — and decide in August what to do about it.
Our Services
Pick a Level of Support You Need!
Most clients start with books and grow into CFO strategy. Insurance is available for those ready to protect what they're building.
Free Consult - No Pressure
Let's Look at Your Numbers Together.
30 minutes. You'll walk away knowing exactly where the problem is — whether you hire me or not.
