Your business needs more than accounting, it needs a growth strategy that improves financial performance and builds business wealth.

I help established B2B owners get clear on what is really happening in the numbers, fix what is holding back profit and cash flow, and show up to bankers like a bigger, better company.

What you get: Confidence in your decisions. A clearer path to growth. Less stress. Better conversations with your team, your accountant, and your bank.

If you wore steel toe boots early in your career, we are probably a great fit.

Primary call to action: Book a free call with Phil to discuss your business goals, no sales pitch, I promise.

What changes when we work together:

1. You stop guessing. You know which products, customers, and jobs make money, and which ones drain it.

2. You get control. Cash flow becomes predictable, priorities become obvious, and the business starts to feel manageable again.

3. You build banker confidence. Reporting becomes clean and decision ready, forecasts become credible, and financing conversations get easier.

How I work:

Step 1, clarify. We define what you want from the business, growth, profit, valuation, freedom, and what is currently blocking it.

Step 2, plan. We build a practical plan that connects strategy, numbers, and execution. No binders, no fluff, no busywork.

Step 3, execute. We implement the few moves that create the biggest impact, then keep you accountable to outcomes.

Who this is for:

Business owners: You are growing, you are carrying too much, and you want to scale without chaos. You want straight answers, clear priorities, and a plan you will actually use.

Bankers: You want your clients to be better prepared, better managed, and less likely to surprise you. You want them to borrow for the right reasons, with the right reporting discipline.

CFOs and controllers: You want to become more strategic, improve decision support, and elevate the quality of management conversations.

Why I am different:

I am a CPA, but I am not in the report business. Reports do not change results. Decisions do. My job is to translate the numbers into actions that improve profit, cash flow, and valuation.

FAQ:

What happens on the free call: We discuss your goals, what is working, what is not, and where the leverage is. If there is a fit, I will outline the next logical step. If there is not, you leave with clarity and a few practical ideas you can use immediately.

Do you work only with one industry: No. I work best with established B2B companies that sell products, services, projects, or equipment. If your world includes crews, trucks, job sites, service calls, or complex delivery, I will understand it quickly.

Will you talk to my banker: Yes, if you want that. The goal is alignment and clarity, not negotiation. Bankers want credible reporting, predictable cash flow, and no surprises. We can support that.

Do you take referral fees from bankers: No. I do not accept referral fees from bankers. If a banker refers a client, it is because they believe it is good for the client, and good for the banking relationship.

Important notes: We do not guarantee bank approval, financing decisions are made by lenders and depend on many factors. Client results are real, and your actual results will vary based on your starting point, execution, market conditions, and timing. As a CPA, I follow professional standards and I do not make outlandish promises.