Work With Me

Simple process. Real partnership.

Getting started should be easy. Here's exactly how it works — from first conversation to ongoing financial clarity.

Start With a Discovery Call

Quick facts

Who I work with

Founder-led consumer brands, $3M–$30M

Channel expertise

Shopify, Amazon FBA, wholesale, retail

Engagement type

Monthly retainer, project-based, or advisory

Time to start

Typically 1–2 weeks from discovery call

Location

Remote-first, works across time zones

The process

From first call to financial clarity.

01

Discovery Call

30 minutes

We talk through your business — revenue, channels, team, and the financial challenges keeping you up at night. No homework required. Just a real conversation.

02

Proposal & Scope

2–3 days later

Based on our conversation, I put together a clear proposal: what we'll work on, what you'll get, and what it costs. No guesswork, no bloated scope.

03

Kickoff & Onboarding

Week 1

We get access to your systems, run a financial diagnostic, and align on priorities. You'll have a clear picture of where we're starting and where we're headed.

04

Ongoing Partnership

Month 1+

Regular deliverables, monthly reviews, and always-available support for decisions that can't wait. You'll wonder how you managed without it.

Is this a fit?

Honest about who I work with best.

Great fit if...

  • You're a founder or CEO of a consumer brand doing $3M–$30M in revenue
  • You sell through Shopify, Amazon, wholesale, or a mix of channels
  • You feel like you're flying blind on profitability, cash, or margins
  • You've outgrown your spreadsheets but aren't ready for a full-time CFO
  • You want a thought partner, not just a report deliverer
  • You make data-driven decisions — or want to

Not the right fit if...

  • You're pre-revenue or in the very early stage
  • You're looking for bookkeeping or tax services (I can refer you)
  • You need a full-time employee with daily availability
  • You want someone to execute operational decisions, not advise on them

Not sure if you qualify? Book a call anyway — the worst that happens is we connect you with the right resource.

Investment

Transparent pricing. No surprises.

Every engagement is scoped based on your specific needs, so pricing varies. That said, Margins & Me retainers are structured to deliver significant value relative to the cost — typically a fraction of what a full-time CFO would cost, with comparable strategic output.

The discovery call is the right place to understand what an engagement would look like for your business and what the investment would be.

Book a Discovery Call