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You’ve probably “got a guy”...

a guy who does your bookkeeping - an accountant for taxes - a lawyer for business structure, contracts and agreements - insurance people - marketing and sales people - the list goes on and on.  But this guy doesn’t know what that guy does, and neither of them know what this other guy is implementing.  Let's begin by getting everyone working towards the same vision; your vision.

I call that “junk drawer business management”

Get the junk out of your junk drawer business management.  

Need help with:

  • your business structure so that it is streamlined and efficient
  • understanding the numbers of your business so that you can see trends and predict seasonal income better
  • or be coached on your money mindset so that your money doesn't get forgotten about or taken for granted. 
  • maybe it's physically creating systems for managing your files so that you can free up your time in the long run.  
  • helping you put your team in place to support your business's growth
  • making sure you are covered from future recessions or the life's unexpected events

Whatever your reasons; I’m here to look at the big picture of your best interests. The goal is to help you work less, create more processes and structures in your workplace and give you the independence you craved when you went into business for yourself.

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How it works

I only work with business owners who are committed to getting their business in order and running like a well-oiled machine. Regardless of which package I end up recommending after the Stockpile Session, it always takes a comprehensive approach to your situation and ensures you are covered in all areas necessary to get you where you need to go. I want to take the time to get to know you, your business, your team, and what we can do together to make you unstoppable. Book a 15 minute call for us to get to know each other!.


The first step to financial clarity is to book your Stockpile Session™


Are you working too many hours in your business but not enough cash to show for it?  Is it independence from your current situation that you crave? Do you not have a clue what to do next to market to more clients, hire more staff, grow safely, sell more of your product or service ?

Because business owners come to me with different levels of knowledge, organization, and challenges, the first step to working with me is to get clear on all the fundamentals. The Stockpile is a 1 hour deep dive into your business, your financial situation, and identifying what stumbling blocks may be holding you back.  This is information gathering at its best.  What are your goals, dreams, and business objectives?  This collective effort will result in shaping your plan for execution.

Leave with a plan of how to get your financial life in order. 


Get Organized

Most companies focus on sales and marketing without minding their business, but you must bring order to the back end if you want to take this to the next level. When all your internal processes and systems are in order, your team is connected, your advisors coordinated and working for you; you can make informed decisions without headache. I set out to do the research and understand what are the missing opportunities from your current strategy and lay out a clear path for us to create a blueprint to achieve your objectives.   After this 1-month engagement you will be in a great position to take your business to the next level because you have a firm handle on all aspects of your businesss health.



Sign up for these 4 one hour sessions to begin getting crystal clear on how to make a huge impact with your current business



Positioned for Growth   

Includes everything from the Get Organized package plus a complete organization of your financial life and a fully flushed out financial plan with implementation that will set you up for lifetime success. This includes managing your existing team and filling in the gaps where needed; whether it means an overhaul of your hiring, customer service teams or teaching you how to manage your daily tasks so you can spend time on the important and necessary aspects of running your business.  At the end of this 3-month engagement you will be a bonafide executive who is ready to push on the gas when needed without jeopardizing the company's future. I work to ensure that you are positioned for the growth that lies ahead.   


Sign up for 12 one hour sessions to begin getting crystal clear on how to make a huge impact with your current business.



Growth Track

In addition to Positioning for Growth; I will be setting your business up for financial success, I will stay on as your outsourced CFO for 6 months to assist in the management of your entire team, and all financial and business decisions moving forward.


Before I met Sandy I was working full-time and running my husband's business along with my own business. 
Her knowledge in structuring both our companies so they are secure, protected and running smoothly has helped tremendously. She has put together a wonderful team for my husband and I and I finally feel like we are not in this alone anymore. We have a wonderful lawyer, financial advisor, accountant that will help consult and an insurance broker that has our back!

-Michelle Caravella

I was going through a divorce a few years ago. Being close to retirement, I was unsure of how I was going to be financially. Sandy stepped in and literally saved the day. She went through all of my finances, and pointed me in the right directions by bringing together a team of professionals to assist me and reassured me that I would be fine. She handled everything with the utmost professionalism. Had it not been for her help, I'm not sure where I'd be today.

-Shawn Brown



Not sure if this is the right fit for you? Schedule a call and let’s see.