You’re an established business with growing sales, but you’re struggling to manage your finances effectively. The information your accountant provides feels like looking in the rearview mirror—it shows where you’ve been, but not where you’re going.

Does this feel familiar to you?

  • Sales are increasing, but your profits aren’t

  • Cash flow issues are keeping you up at night, making it hard to sustain and scale your business

  • You know there are underlying financial problems, but you’re not sure where to start

These challenges are common—but they’re also solvable.

That’s where I come in.

As your Financial Architect, I create the financial structure that supports your business’s success. I’ve used the same processes in multimillion-dollar companies and startups alike, and I’m confident they’ll work for your business too.

What’s my Secret?

I BELIEVE IN PROVIDING VISIBILITY AND TRANSPARENCY FOR THE BUSINESS USING FINANCIAL DATA.

When you truly understand your numbers, decision-making becomes clearer, stress diminishes, and growth becomes possible.

As your Financial Architect, I’ll design the financial models and reporting you need to make data-driven decisions and lead your business with confidence.

Our collaboration is customized to your business’s specific needs, but here are just a few examples of how you benefit from an architect:

  • Cash Flow Forecasts

    Get ahead of cash crunches by anticipating issues months in advance. Imagine knowing you need to hustle for new business 2-3 months before a crisis hits—problem averted, high fives all around!

  • Creative Budgeting

    Think of budgeting as a creative exercise, not a stressful task. It’s simply a set of assumptions about your business. Tracking variances between your budget and actuals offers incredible insights into how and why things unfold differently—and what that means for the future.

  • Financial Forecasting

    Update your assumptions as the year unfolds. This is your crystal ball, predicting how your year-end will look and allowing you to course-correct along the way.

  • Salary Planning

    Gain insight on staffing decisions by modeling different salary scenarios. Whether you're hiring or giving raises, we’ll ensure you understand what’s financially feasible.

  • Comprehensive Financial Reporting

    Description goes herePresent your financial health with confidence and authority. I’ll create reporting packages that clearly communicate your key metrics to investors, bankers, and other stakeholders.

I’ve designed a streamlined process that brings perspective and structure to your business’s financial management, making it simple to implement and maintain.

1. Initial Consultation

We’ll start with a complimentary consultation to understand your business and goals. This conversation helps me assess your current financial situation and identify key areas where I can provide support.

2. Implementation of Financial Architecture

Once we’ve developed your tailored plan, I’ll design reporting and create the financial models needed to support your business. As we implement these new tools and processes, you’ll experience valuable insights that allow you to understand your business at a more detailed level.

3. Ongoing Support & Adjustments

As your business evolves, so will your financial needs. I’ll continue to provide strategic guidance, ensuring your financial reporting remains aligned with your goals.

My ultimate goal is to provide clarity and the tools you need to navigate your business to success.

When we work together, you’ll have:

  • The data you need to make informed decisions about achieving your growth objectives.

  • The ability to communicate your financial results with ease and confidence, whether you’re talking to investors or internal teams.

  • Peace of mind, knowing your cash flow is under control

Don't let financial challenges limit your business’s potential for growth and success. Take the first step towards financial clarity. Together, we’ll build the solid financial foundation your business needs.

“I needed a clear vision of my costs at both a micro and a macro level. Robin was a wizard at providing both. I was able to make adjustments to costs & see the impact on the bottom line in real time. Her long range vision was the 20/20 you get from an experienced veteran. Once we hit road bumps, her ability, interest and experience provided solutions collaboratively with ease. Robin has a special "it" factor, you ALWAYS walk away from her work & meetings in a better position. She's 100% positive and asks questions in a way that makes you feel like a team. My company received a crystal clear financial vision without holes as a result of our work together.”

Taylor Matteson, General Manager, Tay's Hemp