
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
β¦ Identifies and eliminates underlying cash flow leaks in service models.
β¦ Designs real-time reporting architectures for founder-led growth.
β¦ Aligns service agreement structures to improve working capital cycles.
Founder Growth Mentor
Navigating the high-stakes reality of agency scaling
β¦ Translates complex GAAP data into actionable founder-focused insights.
β¦ Mitigates the psychological toll of revenue-growth-induced cash volatility.
β¦ Validates financial assumptions against industry-specific business realities.
Operational Process Auditor
Refining business fundamentals for peak efficiency
β¦ Streamlines accounting processes to reduce dependency on external bookkeeping.
β¦ Implements rigorous compliance standards within dynamic agency environments.
β¦ Standardizes operational workflows to enhance bottom-line profitability.
I'm excited about
β¦ Exploring collaborative partnerships with experts in scalable agency operations.
β¦ Connecting with peer-level founders to exchange strategic financial insights.
β¦ Discovering new methodologies for modernizing agency-client billing models.
I can help with
β¦ Advising agency owners on identifying hidden cash flow inefficiencies.
β¦ Mentoring early-stage founders on establishing robust financial governance.
β¦ Sharing expertise on aligning P&L performance with actual bank balances.
I would love your help on
β¦ Seeking guidance on scaling consultancy services to reach larger agency portfolios.
β¦ Looking for peer groups focused on advanced financial modeling techniques.
β¦ Interested in discovering best practices for cross-industry financial benchmarks.