You’ve built something real, and the numbers behind it shouldn’t feel like another language. I’ll sit down with you, walk through what they actually mean, and help you turn the profit that’s already in your business into money you keep.
Wherever your business stands today, you don’t have to figure out the money side alone. The right next step looks different for every owner, and finding yours is the work.
Revenue is climbing and the business is starting to feel real. The trouble is the financial systems that worked at half this size don’t keep up, and decisions start running on gut instead of numbers.
Learn more →You know the business makes money, but you can’t see which products or services actually carry their weight and which ones quietly eat the margin. That blind spot keeps owners stuck even when revenue looks good.
Learn more →You’re heading into a sale, a succession, or another decision where the numbers have to hold up to scrutiny. You need clean books, a clear story to tell, and someone steady walking through it with you.
Learn more →Your CPA files the tax return. The bookkeeper closes the month. Maybe a banker calls when financing comes up. None of them are talking to each other, and none of them are looking at the bigger picture together. A coordinated financial strategy is what’s missing.
You’re left being the only one holding the whole thing, making big calls without a single advisor who can see how the pieces fit.
There’s a Better Way
Bookkeeping, cash flow, tax planning, and the strategic conversations all belong on the same desk. Mine. I keep the books accurate, build a cash plan you can feel in the bank balance, and sit down with you each month so the next decision isn’t a guess.
I came up in accounting more than thirty years ago and spent the last eight running my own firm out of Calhoun, Georgia. I’m one of fewer than one hundred Master Certified Profit First Professionals in the world, and I built my practice on a simple idea: owners shouldn’t have to translate their own financial statements.
I sit down with you, walk through where you actually are, and help you build a clear plan: cash flow, pricing, margins, owner’s pay, and the KPIs that actually move the needle.
Hear from business owners who transformed their financial strategy.
I opened a small business 3 years ago and have had difficulty finding the insight and individual guidance I was looking for until I found Debbie! I had previously tried working with a small business consultant and different accountants searching for the guidance I needed. As a small business owner, I often felt dismissed. The very first time I spoke with Debbie, I knew I finally found what I had been searching for! She spent time with me reviewing my quickbooks and teaching me new skills for bookkeeping and budgeting. She helped me brainstorm ways to make my business more profitable and helped me decide what to prioritize. I was caught in a state of inaction due to the stress of moving forward with these difficult decisions. Debbie helped me write my specific changes and come up with a step by step plan for me to implement these changes in a way that felt more comfortable for me. I could not have done it without her guidance! I look forward to continue working with Debbie
Before working with Debbie, I knew my business was making money but I never seemed to have any. Within a few months of implementing Profit First with her, I was paying myself consistently and had cash set aside for taxes for the first time. She doesn’t just do the books — she actually understands what’s happening in a business.
For years I ran my business by checking the bank balance. Working with Debbie changed that completely. Profit First gave me a system, but what really moved the needle was having her in my corner as a CFO — looking at the numbers with me every month, telling me what they actually mean, and helping me decide what to do next. I make better decisions now because I’m not guessing anymore.
Moving quickly is the goal. Onboarding is typically light: a few basics about your business, access to your books, and a kickoff conversation. Most engagements move forward within a few days, and if you’re in a real bind, I can usually get started right away.
The size of your issues is more important than the size of your revenues. Most owners I work with are running businesses where the books have gotten too complex for a bookkeeper and a tax preparer alone. If that’s where you are, the fit is probably there. The engagement levels are designed for different stages, so the right depth depends on where the business actually is.
It’s collaborative. Your accountant or CPA continues to handle the tax filings and compliance work, and I focus on everything between those filings: bookkeeping, the cash plan, monthly check-ins on the numbers, and the planning conversations. Two complementary roles, both filled.
Not really. The work is ongoing rather than project-based. A consultant might come in to answer one big question and step back. What I do continues month after month: books stay current, cash plan stays live, and big decisions get made with the actual numbers in front of you.
Engagements aren’t locked into a long-term contract. You commit to a starting scope and a monthly retainer, and either of us can change course if the fit isn’t right. The point is to actually be useful, and that takes flexibility on both sides. If you want the full picture, how the engagement works walks through it.
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