Calm the chaos and
get your business on track while creating long lasting solutions
Collaboration with me isn't a one-size-fits-all approach.
Your challenges are unique and I’ll work with you to design a project scope that addresses your specific needs. After an initial assessment of your financial and operating systems, I’ll provide you with a clear estimate of the investment required to achieve your goals. If you don’t have the workload or resources to justify a full time CEO/COO, that’s ok! Correcting historical issues, streamlining reporting, and setting up processes to keep things running smoothly can be done on a project or fractional basis.
Collaboration with me isn't a one-size-fits-all approach.
Your challenges are unique and I’ll work with you to design a project scope that addresses your specific needs. After an initial assessment of your financial and operating systems, I’ll provide you with a clear estimate of the investment required to achieve your goals. If you don’t have the workload or resources to justify a full time CEO/COO, that’s ok! Correcting historical issues, streamlining reporting, and setting up processes to keep things running smoothly can be done on a project or fractional basis.
Hi, I'm Liz!
Bringing order to the financial and operational chaos that often overwhelms small business owners is what lights me up. By implementing simple processes and creating intuitive reporting, I can help you organize and summarize where you’ve been and more accurately forecast where you’re going.
Hi, I'm Liz!
Bringing order to the financial and operational chaos that often overwhelms small business owners is what lights me up. By implementing simple processes and creating intuitive reporting, I can help you organize and summarize where you’ve been and more accurately forecast where you’re going.
I have an MBA from the University of California, Irvine, a BS in Financial Management from Clemson University, and 15+ years of experience in a number of industries, from transportation to medical devices to educational publishing.
My passion is collaborating with small businesses – I love learning the story behind the numbers and being able to see how the pieces and players all fit together. When my nose isn’t buried in an Excel spreadsheet, I love reading, craft cocktails, and seeing as much of the world as possible with my husband and two boys.
Hi, I'm Liz!
Bringing order to the financial and operational chaos that often overwhelms small business owners is what lights me up. By implementing simple processes and creating intuitive reporting, I can help you organize and summarize where you’ve been and more accurately forecast where you’re going.
I have an MBA from the University of California, Irvine, a BS in Financial Management from Clemson University, and 15+ years of experience in a number of industries, from transportation to medical devices to educational publishing.
My passion is collaborating with small businesses – I love learning the story behind the numbers and being able to see how the pieces and players all fit together. When my nose isn’t buried in an Excel spreadsheet, I love reading, craft cocktails, and seeing as much of the world as possible with my husband and two boys.
I have an MBA from the University of California, Irvine, a BS in Financial Management from Clemson University, and 15+ years of experience in a number of industries, from transportation to medical devices to educational publishing.
My passion is collaborating with small businesses – I love learning the story behind the numbers and being able to see how the pieces and players all fit together. When my nose isn’t buried in an Excel spreadsheet, I love reading, craft cocktails, and seeing as much of the world as possible with my husband and two boys.
How We Can Work Together
Simple cash flow forecasting and cash management strategies
Data and trend analysis (revenue, expenses, customers)
Creating relevant, actionable reporting
Building sales forecasts and financial models
Making a budget that guides and informs your decisions
Getting your bookkeeping back on track and implementing processes to keep you organized
What Clients Say
Let’s Talk!
Book a complimentary strategy session where we can dive into your current systems and determine how to best support your business.
Let’s Talk!
Book a complimentary strategy session where we can dive into your current systems and determine how to best support your business.