Wasted energy trying to do it all
Guessing at your numbers and margins
Constant stress and no breathing room
Control of your cash and margins
A business that runs with systems and people
Confidence to lead and breathe again
Start the Conversation
Talk with us about your challenges and goals, so we can understand your business and where you want to go.
Gain Clarity
We’ll create a clear, customized plan that organizes your finances, people, and systems into a path forward.
Move Forward With Confidence
With a trusted advisor by your side, you’ll lead your business with clarity, margin, and momentum.
Most business owners feel stuck in chaos because they’re pulled in a hundred directions.
The Propel Framework brings clarity to the areas that matter most, your finances, your people, and your systems.
Step by step, we guide you through the process so you don’t have to figure it out alone.
With a clear plan, you’ll finally Propel your business forward with confidence.
Three ways to gain clarity, confidence, and results. Choose what fits your business best.
Turn chaos into clarity with the Propel Framework, a proven system that brings order to your finances, people, and processes. Built for small business owners, this framework creates structure, reduces stress, and gives you confidence to focus on growth.
A trusted financial leader by your side, without the full-time expense. Our Fractional CFO service provides clarity in your numbers, direction for your strategy, and the confidence to lead your business forward.
Whether you need financial clarity to understand your numbers, cash flow guidance to bring order and breathing room, or a business health check to assess your systems, people, and strategy, these focused services give you a clear picture and practical next steps.
Our mission is simple: to give small business owners clarity in their finances, confidence in their decisions, and the systems they need to grow sustainably. With decades of leadership experience, we walk alongside owners to bring focus, momentum, and lasting stability.
30 years of CPA & CFO leadership experience
Trusted advisor to small business owners in the Shenandoah Valley and beyond
Proven framework designed out of real-world struggles and results
"Loved everything so far"
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"My life changed forever"
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"Highly recommend this"
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That’s exactly why we’re here. You don’t need to have everything perfect before we talk, many of our clients start in chaos. We’ll help you bring clarity step by step.
Yes, bookkeepers and CPAs look backward (compliance, taxes, reports). We help you look forward with strategy, systems, and advisory support to grow your business.
We design services that deliver far more value than they cost. Even small improvements in cash flow or margins often pay for our services quickly. And the first call is always free.
We understand you’re busy running your business. That’s why we keep the process simple and focused. Our goal is to give you time back by putting systems in place so you’re not carrying the whole load yourself.
It’s a conversation, not a sales pitch. We’ll listen to your challenges, talk through your goals, and share if our services are the right fit. You’ll leave with more clarity, whether or not we work together.
540-300-7919
Serving business owners nationwide from Virginia's Shenandoah Valley
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