Step Change Finance

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    We Help Entrepreneurs
    Minimize Headaches and
    Maximize Outcomes

    A complete expert finance team for less than the price of an internal employee.
    A trusted, hands-on advisor to help you go further, faster.

    Ready to make a Step Change in your Business?

    Minimize Your Back-Office Headaches with Managed Finance

    You didn’t start your business to spend your days in QuickBooks, chasing late invoices, or stressing over payroll processing. Focus on growth, innovation, and success—we’ll handle the back office.

    Take your business to the next level with a hands-on advisor

    Do you wear all the hats? Is it hard to find time to prioritize strategic projects when so many things need your attention? Your Step Change Advisor gets hands-on in your business with the operational and analytical support to help you maximize your business outcomes.

    Ready to make a step change in your Business?

    Minimize Your Back-Office Headaches with Managed Finance

    You didn’t start your business to spend your days in QuickBooks, chasing late invoices, or stressing over payroll processing. Focus on growth, innovation, and success—we’ll handle the back office.

    With our Back Office in a Box” service, you will never have to stress about the back office again. you can trust that your finances and back-office operations are handled-accurately, efficiently, and for less than the cost of hiring a full-time employee to do it.

    Bookkeeping and Financial Reporting
    Managing payroll and benefits,
    Spend management / corporate cards / expense reimbursements AP/AR, Invoicing. Bill Pay
    Cash Flow Monitoring and forecasting

    Take your business to the next level with a hands-on advisor

    Do you wear all the hats? Is it hard to find time to prioritize strategic projects when so many things need your attention? Your Step Change Advisor gets hands-on in your business with the operational and analytical support to help you maximize your business outcomes.

    With Step Change, you don’t have to go it alone.

    Your Step Change Advisor is with you every step of the way, with a proven process to clearly define your goals, define a clear roadmap, and then walk with you step by step to reach them.

    Part-time analytical & operations talent to augment your team

    Do you feel like you wear all the hats? Is it hard to find time to prioritize strategic projects when so many things need your attention? Could you use some support from top level talent but you can’t quite afford that talent full-time (yet)?

    Rent the horsepower and brainpower of a top-caliber team member at a fraction of the cost to hire them full time. Our Step Change Advisors can help with anything and everything, but with special expertise in analytical and operational project:

    Business model development and forward looking financial forecasts
    ✓ Building operations scorecards and real-time KPI tracking
    Job costing and profitability analysis
    Lead generation and sales funnel tracking/optimization
    Org structure, designing and implementing employee comp plans

    We Love Working with Entrepreneurs at Important Moments in their Journey

    Small Businesses Ready to Scale

    Are you a business with $1M in revenue that is ready to go to $5M, $10m, or beyond?

    Venture-Backed Startups

    Did you just raise your first round of funding and now its time to build out a team and a back-office function?

    High-Impact Nonprofits

    Is it time to spin out from your fiscal sponsor? Do you need the people, finance, and operations systems to continue to amplify your impact as a standalone 501c3?

    More Than Accounting. A Growth Partner.

    Most accountants just crunch numbers, we help you build financial systems that drive growth. Here’s why entrepreneurs trust Step Change:

    Strategic Partnership

    We don't just report on the past; we help shape your future

    Full-Service Approach

    One team, covering everything from CFO strategy to bookkeeping

    Scalable Solutions

    Grow with us, whether you're making $500K or $50M

    Tech-Enabled, People-First

    We use automation and tech to streamline your operations, but real humans with proven expertise help to guide your business

    I've been in your seat—and I’m here to help you move forward with confidence and peace of mind.

    I know what it’s like to carry the full weight of a growing business on your shoulders.

    Not just the big wins—the new customers, the milestones met, the team celebrations—but the relentless grind behind the scenes:

    ⦁ Wrestling with accounting, compliance, and HR headaches at 11:00pm on a Friday when your real passion is serving customers and building your product.

    ⦁ Leading and growing a team with excellence, even when operational fires try to pull you away from your strategic focus.

    ⦁ Relentlessly tracking your KPIs and cash projections to run tight operations today, while also building a sustainable organization that will thrive for years to come.

    I’ve lived that reality.

    I built my own organization from the ground up—growing it from an idea on paper into a team of 40+ staff members serving hundreds of customers and outperforming our competition by 4-5x.

    That journey wasn’t about having a big vision. It was about building strong financial and operational systems, hiring and retaining great people, and keeping the back office running smoothly so the organization could thrive.

    I know the frustration of spending too much time buried in Quickbooks, spreadsheets and administrative tasks. And I learned that real, sustainable growth only happens when you have clarity, control, and the right financial and operational foundation in place.

    Today, I work with founders and business owners who are ready to make a step change in their business and turn financial complexity into clarity—and who want a true partner to take those back office headaches off their plate and help them maximize the potential of their business.

    My Professional Experience

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