Strategic guidance beyond the numbers.
Chris doesn't just record what happened. He tells you what to do next. CMA-certified advisory that turns financial data into business decisions.
Our Approach
How we guide your growth.
Three pillars that turn financial data into strategic decisions.
Budgeting & Forecasting
Annual budgets, rolling forecasts, and variance analysis. Know where your money is going before it gets there.
Quarterly Strategy Reviews
60-minute deep dives every quarter. Revenue trends, cost analysis, and actionable insights for the next 90 days.
KPI & Performance Tracking
Custom dashboards tracking the metrics that matter. Real-time visibility into your business health.
Your Journey
Discovery Call
45 min free. We learn your business goals, pain points, and vision.
Financial Assessment
Chris reviews your financials, identifies gaps, and builds a roadmap.
Strategy Implementation
Budgets set, KPIs defined, dashboards built. Clarity from day one.
Quarterly Reviews
60-minute deep dives with revenue trends, cost analysis, and next steps.
What's Included
Controller-level guidance, without the controller salary.
This is where the CMA certification matters. Chris doesn't just record what happened. He tells you what to do next.
Financial Planning & Strategy
Business roadmaps, growth modeling, and scenario planning to guide your decisions.
Budgeting & Forecasts
Annual budgets, rolling forecasts, and variance analysis to stay ahead of the numbers.
Cash Flow Optimization
Monitor inflows, outflows, and runway. Never get caught off-guard by a cash crunch.
Quarterly Deep Dives
60-minute reviews covering revenue trends, margins, and action items for the next 90 days.
KPI Dashboards
Custom dashboards tracking the metrics that matter. Real-time visibility into business health.
Revenue Analysis & Projections
Identify trends, seasonal patterns, and growth opportunities hiding in your data.
Cost Optimization
Find margin leaks, eliminate waste, and improve profitability across your operations.
Tax Strategy Coordination
Work directly with your CPA on estimated payments, deductions, and year-end planning.
What to Expect
From first call to full clarity.
01
Book a Call
Choose a time and tell us about your business goals. It takes less than 5 minutes.
02
Financial Assessment
Chris reviews your current financials, identifies gaps, and builds a strategic roadmap.
03
Strategy Implementation
Budgets set, KPIs defined, dashboards built. You start seeing your business through a financial lens.
04
Ongoing Advisory
Quarterly deep dives, same-day answers, and a CMA who translates numbers into decisions.
Why Chris
Not just an advisor. Your financial architect.
25+
Businesses
3+
Years
CMA
Certified
What You Get
- Dedicated CMA, not a junior consultant
- Same-day response on financial questions
- Custom KPI dashboards in QuickBooks
- Quarterly strategy reviews with action items
- Year-round tax planning coordination
- Direct access, no gatekeepers
Our Credentials
- Certified Management Accountant (CMA)
- Institute of Management Accountants member
- QuickBooks Online ProAdvisor
- 25+ businesses served across the US
- 3+ years dedicated advisory practice
- QuickBooks ProAdvisor
Common Questions
Everything you need to know.
Bookkeeping records what happened. Advisory tells you what to do next. Chris provides both: clean books and strategic guidance to grow your business.
Quarterly for deep-dive strategy reviews. But Chris is available same-day for any financial questions between sessions.
Not necessarily from Chris, but your books need to be current for advisory to work. Most clients find it easiest to have Chris handle both.
Any business making $500K+ that wants to grow strategically rather than reactively. If you're making decisions without financial data, advisory changes everything.
Absolutely. Chris coordinates directly with your CPA on tax strategy, estimated payments, and year-end planning.
Your finances deserve real clarity.
Book your free call and find out what your numbers are really telling you. One person. One relationship. Real answers, not reports that collect dust.
Get Started
Choose your preferred way to connect
No commitment needed · In-person or virtual across AZ