The numbers checked. The instinct trusted. A decision you can actually move on.
Advisor For Hire is a paid, one-hour advisory session — booked only when you actually need it. You bring a real business problem or decision, something you're stuck on or just want another read on, and we work through it together: the numbers and your instinct, tested against each other, until you know what to do next. There's no retainer, no ongoing engagement, and no obligation to book again. Just help exactly when you need it, from a CPA and business operator who's actually run the thing, not just advised on it.
Most owners at $500K–$5M don't have anyone to check their thinking against.
Not a board. Not a CFO. Not even really their team.
THAT'S THE GAP THIS FILLS.
The format is simple on purpose. An hour is enough time to actually work a problem — long enough to get past the surface-level answer, short enough to stay focused on the one thing that matters most today. Here's what that hour actually looks like:
Before we talk, you tell me the problem or decision you're facing, what you've already tried, and what's making it hard to move on. I read it beforehand, so we're not spending your hour on background.
A free-flowing conversation — mostly working the problem, a little zooming out when it helps. I bring the numbers and the pattern recognition; you bring the instinct and the context only you have.
An AI-assisted summary: what we worked through, the key facts, and your next move — a full plan, or the next right step.
I've spent 15+ years working across sales, marketing, operations, back-office systems, and the financial structure underneath it all — as a CPA, and as someone who's actually run a business, not just advised on one.
That's what Advisor For Hire is: one hour, booked only when you need it. Bring me a problem or a decision, clear or still messy, and you leave knowing your next move.
"For hire" doesn't mean I do the work for you — it means you can book this kind of thinking, one hour at a time, whenever you need it, without being locked into a retainer.
Covers the intake, the full hour together, and the brief you leave with. Prepaid, one session at a time — no retainer, no minimum, and never an obligation to book again.
Join the list for launch*Introductory rate. Increases as availability fills.
Most "big problems" are really a few decisions stacked on top of each other. We'll find the one piece that unlocks the most progress right now. If there's more to work through, you come back for the next piece when it's time.
No — it means you can book this kind of thinking, one hour at a time, whenever you need it, without being locked into a retainer. You leave with clarity and a next move; the execution is yours.
Most industries, with particular depth in home services trades. The exceptions are retail, restaurants, manufacturing, and hotels. Government contractors and nonprofits aren't ruled out, just not the focus.
You won't walk away with certainty — nobody can promise that in an hour. What you will have is a decision or problem worked from every angle you have access to, tested against real numbers, by someone who's actually made calls like this before. That's usually enough to move from stuck to moving forward.
No — and if something comes up that needs that kind of specific expertise, I'll say so directly and point you to someone in my network who has it. I only advise on what I actually have real experience with.
No spam, no drip sequence — just a note when sessions go live, plus the occasional thought on business decisions worth sharing.
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