I help owners run their finance departments. I build out your financial infrastructure by taking over the full-cycle accounting, streamlining your processes, and setting up the right tools. I keep your numbers clean and organized so you can make decisions.
I'm Ali. Trinity economics grad, former controller at Clutch Coffee Bar (15+ locations, $10M+ revenue). I have 5+ years of experience running finance departments for growing US businesses. I specialize in full-cycle accounting, controlling, and finance ops automation. I'm here to build your financial infrastructure and run your finance ops so you can focus on scaling.
More about me →From cleanups to systems implementations, see what we can help you with.
That is exactly what I was looking for so we could go over it and make decisions.
See exactly where your business stands by the 10th of every month. You get your P&L, OpEx, top vendors, cash trends, plus explanation on what actually moved and why.
| March | February | % Change | YTD | |
|---|---|---|---|---|
| Revenue | $312,000 | $268,000 | +16% | $825,000 |
| Cost of Revenue | ($165,000) | ($148,000) | +11% | ($445,000) |
| Gross Profit | $147,000 | $120,000 | +23% | $380,000 |
| Gross Margin | 47% | 45% | 46% | |
| Operating Expenses | ($71,000) | ($62,000) | +15% | ($191,000) |
| Net Income | $76,000 | $58,000 | +31% | $189,000 |
| Category | March | vs Feb |
|---|---|---|
| Payroll expenses | $22,500 | ▲ $3,200 |
| Contract Labor | $14,200 | ▲ $4,400 |
| Software & subscriptions | $8,400 | ▼ $400 |
| Rent & utilities | $6,800 | ▲ $300 |
| Other | $5,500 | ▲ $2,000 |
| Marketing & advertising | $5,200 | ▼ $800 |
| Travel & entertainment | $4,600 | ▼ $600 |
| Professional services | $3,800 | ▲ $900 |
| Total | $71,000 | ▲ $9,000 |
| Vendor | Amount |
|---|---|
| 1Amazon Web Services | $8,200 |
| 2Toptal | $6,000 |
| 3WeWork | $4,200 |
| 4Salesforce | $2,400 |
| 5LinkedIn Sales Navigator | $1,850 |
"Book 20 minutes with me. Tell me what's going on, and I'll give you a free evaluation of your current financial setup. Even if we aren't the right fit, you'll walk away knowing exactly what needs fixing."