CPA | FRACTIONAL CFO & ACCOUNTING ADVISORY

Clarity on your numbers, so you can lead with confidence.

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.

Book a 30-Minute Call See How I Can Help
13+ years

in audit, operations & CFO advisory for growing companies

Owner-Led

focused on owner-led businesses that need real financial partnership

1:1

direct partnership, not a rotating team of juniors

"Most business owners aren't in trouble, they're just working with blind spots."

PROFIT EROSION
Operational inefficiencies and untracked overhead that quietly drain your year-end take-home pay.
THE TIMING GAP
Capital tied up in receivables or work-in-progress, limiting your ability to jump on new opportunities.
THE GUT-FEEL CEILING
Scaling stalls when big moves are made off a bank balance instead of forward-looking data.

You may need Redstone when:

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.

HOW I CAN HELP

Support that grows with your business

Four ways to work together, from clean books to a true financial co-pilot.

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BEST FOR: A ROCK-SOLID FOUNDATION

Financial Operations & Visibility

Clean, reliable, tax-ready and lender-ready books built on a modern accounting stack, giving management a financial foundation they can actually trust.

💰
BEST FOR: PROTECTING MARGIN

Cash & Performance Management

Service-, job-, location- and unit-level profitability tracking plus rolling cash forecasts, so you know where you make money and what you can afford.

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BEST FOR: SCALING WITH CONFIDENCE

Strategic CFO Advisory

Scenario modeling and forward-looking strategy for hiring, expansion, or raising capital.

⚙️
BEST FOR: WORKING SMARTER

Process Improvement & AI Automation

Streamlined workflows plus hands-on rollout of tools like ChatGPT and Claude, so your team saves hours without adding headcount.

INDUSTRIES

Experience Across Growing Businesses

Deep, hands-on experience across the businesses that shape your bottom line.

Construction & Field Services

Job costing, WIP, cash-flow timing, project margins and operational reporting.

Professional Practices

Law firms, dental practices and other owner-led professional businesses where profitability, staffing, cash flow and growth require better financial visibility.

Multi-Entity & Complex Businesses

Businesses with multiple entities, locations, revenue streams or operating companies.

HOW WE WORK

A simple, three-step relationship

01

Financial Diagnostic

We identify what's distorting the financial picture: unreconciled accounts, misclassified activity, weak reporting, cash-flow gaps, and missing visibility into profitability.

02

The Visibility Build

We build the reporting layer you've been missing: job costing, cash flow tracking, a dashboard in plain English.

03

The Co-Pilot Relationship

Ongoing, proactive guidance on what the numbers mean and what to do next, monthly, not once a year.

ABOUT ME

The person behind the numbers

"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.

Let's talk about your business
GET IN TOUCH

Let's find your biggest opportunity.

Book a discovery call and I'll walk through where your business stands today, and where a little more clarity could take it.

Book a Discovery Call team@redstonefa.com +1 (817) 676-8466
Redstone Advisory

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