Name the decision
Career pause, exit, relocation, childcare, business shift, sabbatical, or the uneasy sense that the default path has expired.
Work with me
Make the next money decision visible enough to act on.
I help people and small businesses answer concrete questions: Can I pause, quit, move, hire help, clean up the books, survive the next 90 days, or see what this business is actually producing?
Signature engagement
The Breaking Free Decision Map
For the moment when the spreadsheet has numbers but no decision. We map the real trade in front of you: money, time, energy, family, optionality, and the version of enough you are actually aiming at.
Map the real math
Cash flow, runway, account structure, obligations, tradeoffs, and the hidden time cost behind each option.
Choose the experiment
A 90-day plan that tests the next move without pretending your whole life can be solved in one heroic spreadsheet.
Breaking Free decision work
People deciding whether they can pause, quit, move, hire help, change work, support family differently, or stop chasing a number that no longer answers the question.
- Money-time tradeoff audit
- Enough number and runway map
- Decision options with real costs
- 90-day experiment plan
Accounting setup and cleanup
Small businesses, creators, consultants, and households that need clean books, bill flow, receipts, accounts, and monthly routines that no longer live in someone's head.
- Chart of accounts setup
- Bookkeeping process design
- Monthly close checklist
- Receipt, bill, and document workflow
Financial reporting and operations
Owners who need to know cash runway, margin, owner pay, what changed this month, and which numbers deserve attention before the next decision.
- Monthly reporting package
- Budget-to-actual review
- Cash runway and KPI dashboard
- Owner-ready finance rhythm
CPA-informed organization
People who need accounts, documents, open questions, and handoff files organized before talking to a tax preparer, planner, lender, attorney, or other specialist.
- Tax document organization
- Account inventory
- Questions for your tax preparer or planner
- Clean handoff package for specialists
Real estate deal review
Individual investors who want a rental, small multifamily, or similar real estate deal stress-tested before the next signature.
- Assumption review
- Downside and leverage stress test
- Exit-thesis pressure test
- Written scope and walkthrough
Simple launch process
Fit note
Send a short inquiry describing what feels messy, what decision is in front of you, and what you want working better.
Scope call
We decide whether this is coaching, accounting systems, reporting, or a referral to a credentialed specialist.
Clean plan
You get a defined engagement, clear boundaries, and a next-step package: what to gather, what to calculate, what to stop doing, and what to test first.
Good fit
This is for people who want the decision underneath the numbers.
The best clients are thoughtful, capable, and tired of making major life decisions through fog: a career that no longer fits, a family tradeoff with real costs, a business that needs cleaner numbers, or a version of enough they have not fully named.
Not a fit
This is not stock picking, portfolio management, or product sales.
I will not tell you which securities to buy or sell, manage investments, sell insurance, or replace your lawyer, financial planner, investment adviser, or tax preparer where those roles are required.
Important boundary
Decision work, accounting, and reporting. Not investment advice.
I hold a Washington CPA license, but I am not holding myself out here as a California-licensed CPA firm, CFP professional, registered investment adviser, broker, attorney, or insurance adviser. I do not provide securities recommendations, portfolio management, product sales, or legal advice. When a question needs a licensed planner, investment adviser, attorney, insurance professional, or tax filing specialist, the work is to help you get organized for that specialist. Services are offered only where permitted by applicable state licensing and practice rules. Full disclosure →
Start here
Tell me what needs to work better.
Use the inquiry email to describe the situation. A useful first note includes what is messy now, what you have already tried, and what you want to be true in 90 days.
Start a client inquiry