Small Business Advisory & Consulting

Running a small business requires more than just keeping the books organized. Business owners often need a trusted advisor to help them understand their numbers, evaluate decisions, and develop financial strategies that support growth.

With decades of experience working with small businesses, I help entrepreneurs step back and look at the bigger financial picture of their business.

Advisory sessions can help with:

• understanding financial statements and what the numbers are telling you
• improving cash flow and profitability
• setting up simple financial systems that support better decision making
• reviewing pricing and cost structures
• evaluating business challenges from a financial perspective
• planning for growth or operational changes

My approach is practical, straightforward, and focused on helping business owners gain clarity and confidence in their financial decisions.

These sessions are ideal for established small businesses that want a knowledgeable financial partner to help them think through important decisions, who want clearer insight into their financials, and practical guidance for improving their business operations.

After our session, you’ll receive a short written summary of key recommendations and next steps.

Consulting sessions are available by appointment in my downtown Port Townsend office or by Zoom.

Ready to get started?

Initial Business Advisory Session - A focused working session where we review your financial reports, discuss challenges in your business, and identify practical steps to improve your financial systems and decision-making.

These sessions are designed for established small business owners who want clearer insight into their financials and practical guidance for improving their business operations.

$299 for a 2-hour session

I work with small businesses in Port Townsend, Jefferson County, and throughout Washington State.