Every week you juggle sales, operations, and people, and the numbers keep slipping to the bottom of the pile. The statements arrive late or messy. Nobody inside the company reads them closely, and even when they do, the reports offer data without direction.
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You shouldn't have to run your company all day and play CFO at night.
And your numbers should tell you something you can act on.
What You Get
Clean, timely financial statements
Reports that tie out, arrive on schedule, and hold up under scrutiny.
Projections built on method
Three-statement projections you can take to the board or a lender without flinching.
Plain-English insight
I translate the numbers into what's working, what's slipping, and what to do next.
A plan to grow value
I connect your financial results to the levers that increase what your business is worth.
Why It Works
You get a former bank executive and Certified Valuation Analyst with more than 30 years advising private business owners. I know what lenders look for, what buyers question, and what the IRS challenges, because I've sat on the other side of those tables.
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This is advisory work scoped to your need. You get expert help for the hours it takes, without adding a six-figure salary.
How It Works
Request a conversation
Tell me where your finance function is falling short.
Agree on a scope
I define the work and estimate the hours, so the cost is clear before we start.
Get clarity
You hand off the heavy lifting and receive clean statements, real insight, and next steps you can act on.
"I've worked with David for over 10 years, and he has been a valued advisor to me, assessing acquisitions, providing CFO advice, arranging financing commitments, and keeping us current on the market value of the business. He is a wonderful resource, happy to share that with anyone who asks!"
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- Mark W.
President, Specialty Printing
