Why Most Business Owners Struggle to Make Progress
Your real frustration isn’t just keeping up with the numbers — it’s getting the right guidance and having someone who will actually answer your questions.
Sure, there’s plenty of free advice out there — Google searches, YouTube videos, endless business books — but none of it’s built for your unique situation. None of it tells you what to focus on next or what to fix first.
And if you are a smaller or newer business, you have probably noticed something else:
Many accountants are set up to prioritize their largest, most established clients. It’s not that they don’t care — it’s that their business model is built around volume and high-dollar accounts. That means small business owners like you often get less attention, slower responses, and little to no proactive guidance.
It’s no wonder you are left wondering if you’re on the right track.
The Solution: The Financial Maturity Roadmap™
I created the Financial Maturity Roadmap™ to give business owners a simple, structured path from chaos to clarity.
This proprietary framework breaks your journey into three clear paths:
Preparation Path – For businesses just getting started or working from spreadsheets. We focus on getting you organized, tax-ready, and building consistent financial habits.
Compliance Path – For businesses ready to maintain clean books, stay audit-ready, and handle more complex needs like sales tax, payroll, or specific entity compliance.
Growth Path – For established businesses who want to use their financial data for strategy, forecasting, and long-term growth.
No matter where you start, the Roadmap gives you the exact steps to move forward — without skipping over the foundations you need to be successful.
What Life Looks Like on the Other Side
Imagine:
You know exactly what’s happening with your business finances — every month.
Tax time is a non-event because you are ready months in advance.
You have a clear plan for growth, backed by numbers you can trust.
You finally feel in control — and confident — as a business owner.
That’s not a dream scenario. It’s the predictable result of following the Roadmap.
Your First Step Into the Roadmap
We will help you find your starting point and map your next steps.
Free Self-Assessment (For Anyone Who’s Not Sure Where to Begin)
Answer a few quick questions and discover which path you’re on — plus what your next priority should be.
Financial Review (For Businesses on the Preparation Path)
If you are just getting started or currently using spreadsheets, this review helps you get organized, identify what you need to track, and create a setup plan so you’re ready for tax time and future growth.
[Learn More About A Financial Review]
Diagnostic Review (For Businesses on the Compliance Path)
If you are already using QuickBooks Online, this review evaluates your current bookkeeping with a Data Quality Score, identifies gaps or red flags, and provides a plan for keeping your finances clean and decision-ready.
Why Work With Me
Enrolled Agent (EA) – Federally licensed tax professional
Works Exclusively With Small Businesses – Focused on the unique needs and challenges of running and growing a small business
The Financial Maturity Roadmap™ – Designed from my personal experience, formal education, ongoing research, and countless conversations with small business owners — listening to their universal challenges and creating a system to address them.
Personal Priority & Secure Communication – I make each client a personal priority and provide responsive, reliable communication through a secure client portal.
Now Is the Time
Every month you wait is another month of uncertainty, missed opportunities, and financial stress.
You don’t have to “figure it out later.”
You can start today — with a clear first step.