
I am driven by the belief that cash dictates survival while profit measures performance. I thrive when helping agency founders demystify their numbers and find the clarity needed to build a sustainable firm.
At a glance
Curated signals on strengths, focus areas, and how they can help.
Developed deep operational expertise while serving as an Accounting Manager for large-scale consulting firms.
Operates a specialized consultancy transforming P&L statements into actionable cash-flow-driven strategy for agency founders.
Can help business owners bridge the gap between profitable revenue growth and actual cash viability.
π Career trajectory
Corporate Accounting Foundation
Spent decades mastering GAAP and financial reporting within diverse accounting environments.
β¦ Financial Audits
β¦ GAAP Expertise
Founder and Advisor Transition
Leveraged operational expertise to build Psalmtree Consulting, focusing on the specific financial challenges of marketing agencies.
β¦ Business Strategy
β¦ Founder-led
πͺπ» Superpowers
Financial Architecture Specialist
Engineering systems that convert revenue into reliable liquidity
Identifies and eliminates underlying cash flow leaks in service models.
Designs real-time reporting architectures for founder-led growth.
Aligns service agreement structures to improve working capital cycles.
Founder Growth Mentor
Navigating the high-stakes reality of agency scaling
Translates complex GAAP data into actionable founder-focused insights.
Mitigates the psychological toll of revenue-growth-induced cash volatility.
Validates financial assumptions against industry-specific business realities.
Operational Process Auditor
Refining business fundamentals for peak efficiency
Streamlines accounting processes to reduce dependency on external bookkeeping.
Implements rigorous compliance standards within dynamic agency environments.
Standardizes operational workflows to enhance bottom-line profitability.
I'm excited about
Exploring collaborative partnerships with experts in scalable agency operations.
Connecting with peer-level founders to exchange strategic financial insights.
Discovering new methodologies for modernizing agency-client billing models.
I can help with
Advising agency owners on identifying hidden cash flow inefficiencies.
Mentoring early-stage founders on establishing robust financial governance.
Sharing expertise on aligning P&L performance with actual bank balances.
I would love your help on
Seeking guidance on scaling consultancy services to reach larger agency portfolios.
Looking for peer groups focused on advanced financial modeling techniques.
Interested in discovering best practices for cross-industry financial benchmarks.