I help business owners 𝐮𝐧𝐝𝐞𝐫𝐬𝐭𝐚𝐧𝐝 𝐡𝐨𝐰 𝐞𝐯𝐞𝐫𝐲 𝐩𝐚𝐫𝐭 𝐨𝐟 𝐭𝐡𝐞𝐢𝐫 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐢𝐦𝐩𝐚𝐜𝐭𝐬 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐩𝐞𝐫𝐟𝐨𝐫𝐦𝐚𝐧𝐜𝐞 by improving processes, building better customer journeys, implementing automation, and creating stronger financial visibility.
My goal is simple: help businesses grow in a way that improves not only revenue, but also 𝐜𝐚𝐬𝐡𝐟𝐥𝐨𝐰, 𝐞𝐟𝐟𝐢𝐜𝐢𝐞𝐧𝐜𝐲, 𝐜𝐨𝐬𝐭𝐬, 𝐚𝐧𝐝 𝐦𝐚𝐫𝐠𝐢𝐧𝐬.
With 13+ years of experience in Accounting and FP&A, combined with hands-on experience in GoHighLevel, funnel building, CRM systems, workflow automation, AI, and integrations, I bring both a 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐚𝐧𝐝 𝐨𝐩𝐞𝐫𝐚𝐭𝐢𝐨𝐧𝐚𝐥 𝐩𝐞𝐫𝐬𝐩𝐞𝐜𝐭𝐢𝐯𝐞 to every project.
𝐖𝐡𝐚𝐭 𝐈 𝐂𝐚𝐧 𝐇𝐞𝐥𝐩 𝐖𝐢𝐭𝐡
☑️ GoHighLevel CRM setup and optimization
☑️ Sales funnels, lead funnels, and booking funnels
☑️ Landing pages and customer journey setup
☑️ Workflow automation and lead nurturing
☑️ AI chatbots and voice assistants
☑️ Appointment, email, and SMS automation
☑️ CRM pipelines and opportunity management
☑️ Zapier, Make, and n8n integrations
☑️ Financial reporting and dashboards
☑️ Budgeting, pricing, forecasting, and cash flow analysis
☑️ Financial modeling and variance analysis
☑️ Business process improvement
☑️ Revenue operations
𝐖𝐡𝐲 𝐖𝐨𝐫𝐤 𝐖𝐢𝐭𝐡 𝐌𝐞
I don’t look at funnels, CRM, and automation as separate tools.
I look at how the entire journey works:
✔️ How are leads generated?
✔️ Where are they dropping off?
✔️ Are follow-ups consistent?
✔️ Is the sales process efficient?
✔️ Can we improve conversion?
✔️ Can we reduce manual work and unnecessary costs?
✔️ And are those improvements translating into better cash flow and margins?
My FP&A background helps me understand the numbers behind the business, while my experience in funnel building, CRM, and automation helps me improve the processes that influence those numbers.
The result is a business that is not only more automated, but also better positioned to convert leads, operate efficiently, and grow profitably.
If you need help with GoHighLevel, funnel building, CRM systems, workflow automation, AI solutions, integrations, financial analysis, forecasting, dashboards, or improving an existing business process, send me a message.
Let’s identify where leads are being lost, what can be simplified or automated, and where improvements can have the greatest impact on your 𝐫𝐞𝐯𝐞𝐧𝐮𝐞, 𝐜𝐨𝐬𝐭𝐬, 𝐜𝐚𝐬𝐡 𝐟𝐥𝐨𝐰, 𝐚𝐧𝐝 𝐦𝐚𝐫𝐠𝐢𝐧𝐬.
