Smarter Financial Tools for Founders and Business Owners Who Are Figuring It Out As They Grow
Hi, I’m Adam.
I specialize in helping businesses turn messy spreadsheets into clean, actionable financial insights. With 7+ years of experience across finance, modeling, and data analysis, I work with small business owners and startup founders to build financial clarity and support smarter decisions.
SERVICES
From solo operators to fast-scaling startups
Small Businesses
Practical, stress-free financial help for small businesses
Budgeting & forecasting
Book cleanup & reporting
Profit & loss insights
Ongoing advisory
You might relate if:
You’re juggling day-to-day ops and just want your books to make sense.
You’re not ready for a full-time finance hire but need clarity now.
How I Work with Small Business Owners:
Simple hourly or monthly pricing—no long contract
I can jump in to clean up your books, build a report, or help on a rolling basis
Clear deliverables and regular check-ins (weekly or as needed)
Startups
Strategic modeling & fundraising support for early-stage startups
Investor-ready models
Unit economics & LTV/CAC
Runway & headcount planning
Dashboards & reporting
You might relate if:
You’re prepping for a fundraise and want to show solid metrics.
You’ve got early traction but need a financial plan that makes sense.
What It’s Like to Work Together (for Startups):
Flexible engagement: hourly, project-based, or monthly retainer
I can jump in fast—whether you’re prepping for a raise or need help building a financial model
Transparent scope, fast turnaround, and metrics that stand up in investor meetings
CONNECT