I help growing business owners turn scattered books into a clear, forward-looking picture of cash, margin, and profit, explained in plain English, not accounting jargon.
in audit, operations & CFO advisory for growing companies
focused on owner-led businesses that need real financial partnership
direct partnership, not a rotating team of juniors
"Most business owners aren't in trouble, they're just working with blind spots."
Your P&L doesn't tell you which jobs, locations or services actually make money.
Revenue is growing but cash always feels tight.
Your books technically exist, but you don't fully trust them.
You're making hiring or expansion decisions mostly from instinct.
Your accounting team records transactions but nobody is turning the numbers into decisions.
You've outgrown your bookkeeper but don't need a full-time CFO.
Four ways to work together, from clean books to a true financial co-pilot.
Clean, reliable, tax-ready and lender-ready books built on a modern accounting stack, giving management a financial foundation they can actually trust.
Service-, job-, location- and unit-level profitability tracking plus rolling cash forecasts, so you know where you make money and what you can afford.
Scenario modeling and forward-looking strategy for hiring, expansion, or raising capital.
Streamlined workflows plus hands-on rollout of tools like ChatGPT and Claude, so your team saves hours without adding headcount.
Deep, hands-on experience across the businesses that shape your bottom line.
Job costing, WIP, cash-flow timing, project margins and operational reporting.
Law firms, dental practices and other owner-led professional businesses where profitability, staffing, cash flow and growth require better financial visibility.
Businesses with multiple entities, locations, revenue streams or operating companies.
We identify what's distorting the financial picture: unreconciled accounts, misclassified activity, weak reporting, cash-flow gaps, and missing visibility into profitability.
We build the reporting layer you've been missing: job costing, cash flow tracking, a dashboard in plain English.
Ongoing, proactive guidance on what the numbers mean and what to do next, monthly, not once a year.
"I've spent 13+ years across audit, controllership, operations and financial advisory, working inside businesses where the numbers had to hold up to owners, lenders, auditors and investors."
I started Redstone Advisory on that belief, explained in language that actually makes sense, not accounting jargon.
Before this, I spent 13+ years in audit, operations, and executive-level financial advisory. That work taught me that owners don't need more reports; they need someone who can translate numbers into decisions, and sit beside them as a partner, not just a vendor.
Outside of client work, I'm a big believer in plain-English communication, proactive check-ins, and never letting a client feel like a number themselves.
Book a discovery call and I'll walk through where your business stands today, and where a little more clarity could take it.
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