Rise Advisory & Solutions
Most of the founders I work with do not come from a finance background. They are building real businesses, but often feel unsure about what is really happening financially.
I help bring structure where things feel messy. That means slowing things down, organizing financial information, and acting as a sounding board when decisions need to be made.
I also support founders when dealing with accountants, bookkeepers, CPAs, and bankers. You do not need to translate technical explanations or second-guess advice. I help you understand what is being said and why, so you feel informed and in control.
Over time, founders gain clarity and confidence. A common piece of feedback I hear is that, for the first time in years, the numbers finally make sense.
Experience
I bring over a decade of experience in finance and business advisory, working closely with founders and small teams across Canada and the U.S.
I am a U.S. CPA with an active license, and my work focuses on helping founders turn financial complexity into clear, confident decision-making.
Rise Advisory & Solutions 