SFor decisive business owners ready to execute.
CPA/CFO-level financial strategy combined with KPI-driven sales and accountability systems.
After years as a CFO, CPA, and auditor, I saw the same pattern everywhere:
Revenue wasn't consistent.
Opportunities weren't converting.
Teams weren't executing at the level required for growth.
This wasn't a knowledge problem.
It was a discipline, accountability and execution problem.
They didn't need another accountant to file their taxes. They needed someone who could read their business like a balance sheet, spot the bottlenecks, and help them build systems that actually worked.
They didn’t need more ideas.
They needed a structured system that tied sales activity, financial data, and execution together to produce measurable results.
That’s why I created the VALUEATION-MT® methodology—my proprietary system that aligns financial strategy, sales execution, and operational discipline into a structured growth model.

Who is This For
Decisive business owners making $750K plus annually
Ready to act and implement immediately
Committed to measurable growth
Willing to be held accountable
Who Is This NOT For
Looking for ideas or motivation
Slow decision-makers
Avoid accountability
Not ready to execute
My mission is simple: Help decisive business owners turn inconsistent revenue into predictable, measurable growth through disciplined execution and financial strategy.
My vision is bold: Transform one million businesses by elevating how they execute, measure, and scale.
Our coaching relationship is guided by these values:
Truth in Numbers – Data drives decisions. No guessing. No assumptions.
Execution Over Ideas – Results come from implementation—not overthinking.
Transformation Through Action – Coaching means results, not just ideas.
Accountability Always - Performance is measured, owned, and improved.
Systems That Scale - Build structure that drives consistent results—not chaos.
Integrity in Everything – We do what we say, and we stand behind the work.
Bold Vision, Practical Execution – Think big. Execute precisely.
You don't just get a coach. You get a CPA who knows how to turn financial insights into business transformation.
Profit Freedom
Private 1:1 coaching for established service-based business owners ready for deep transformation.
Duration: 6-12 months
Investment: $15K–$50K
Business Accelerator
Group coaching program where you'll implement the VALUEATION-MT® Method with expert guidance and peer support.
Duration: 10-12 weeks
Investment: $5K–$10K
Business Freedom Intensive
Entry-level workshop & self-paced training for business owners who need clarity and a roadmap to start building systems.
Duration: Varies
Investment: $497–$3K
If you’re decisive and ready to execute, book your strategy call.
If not, this isn’t the right fit.
2332 Galiano Street, 2nd Floor
(866) 841-5360
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