30-minute Zoom call
Profit Leak Snapshot
Free
I review one P&L and show you the first thing I'd fix.
- Review of one profit & loss statement
- The first leak I'd fix, explained plainly
- Honest take on whether a deeper project makes sense

Money-back guarantee
Three worthwhile changes, or you don't pay.
Works with your CPA and bookkeeper
I build on their work. I don't replace it.
Confidential by default
Happy to sign your NDA before we start.
Secure data handling
Encrypted file sharing. Read-only access when possible.
Sound familiar?
Most owners don't have a numbers problem. They have a clarity problem. The reports exist. Nobody has turned them into decisions.
You've put years of early mornings, tough calls, and personal sacrifice into this business. Working harder shouldn't be the only answer. You deserve to understand what that effort is earning—and where a better decision could make it go further.
The P&L says you made money, but payroll week is still stressful.
You can't tell which jobs, products, or customers actually make money.
Your prices are based on competitors or a gut feel from five years ago.
Your bookkeeper sends reports. You glance at the bottom line and close the email.
You hired or bought equipment to grow, and margins somehow got worse.
There's no cash cushion, no forecast, and no plan for a slow season.
Down in the valley
From higher ground
Who I work with
Owner-run businesses doing $500K to $10M a year, with a bookkeeper or CPA already producing statements.
The Profit Clarity Blueprint
The same tools finance teams use at large companies, built for your business and explained in plain English.
See which products, services, and customers make money, and which quietly lose it.
Payroll is never a surprise again.
Five numbers to check every Monday.
True cost to deliver vs. what you charge.
Your three highest-impact moves, ranked, with who does what.
90 minutes, in plain language. Share it with your partner or manager.
The climb
Send one P&L. On a 30-minute call, I show you the first leak I'd fix.
I map your profit and cash, check your pricing, and hand you a 90-day plan.
If you want, I stay on to keep the forecast current and the decisions sharp.
Ways to work together
30-minute Zoom call
Free
I review one P&L and show you the first thing I'd fix.
30-day project
Starting at $2,500
A clear map of where you make money, where cash gets stuck, and what to do next.
Monthly retainer
Starting at $1,500/month
Someone in your corner every month, keeping the numbers current and the decisions sharp.
Pricing scales with business size. You'll get a fixed quote before any work starts.
The Blueprint guarantee
"If I don't find at least three changes you agree are worth acting on, you don't pay."
No fine print. You decide what's worth acting on.
Meet your strategist
I spent almost 10 years in corporate FP&A: budgeting, forecasting, and strategy for large companies. Now I bring that same thinking to owners like you. I'll tell you things like "your repeat customers pay for everything else," not "contribution margin by segment."
You know your customers, your team, and the realities of running this business. I bring the financial lens, not a lecture. We'll look at the numbers together, question the assumptions, and weigh the trade-offs before you commit your hard-earned cash.
Read my storyClient stories
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Testimonial 1 will appear here once a real client gives permission to share it.
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Testimonial 2 will appear here once a real client gives permission to share it.
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Testimonial 3 will appear here once a real client gives permission to share it.
FAQ
No. I work alongside them. They keep the books and handle taxes. I help you use those numbers to make decisions.
No. Higher Ground Strategy doesn't provide tax, bookkeeping, audit, legal, or investment services.
Mostly owners with $500K to $10M in yearly revenue, in any industry.
No. I work remotely with owners nationwide. If you're in San Diego, we can meet in person.
For the free Snapshot, just one recent P&L. For the Blueprint, read-only access to your books and a few bank statements.
Files are shared through encrypted links, access is read-only wherever possible, and I'm happy to sign an NDA first.

Bring one P&L. I'll show you the first thing I'd fix. Free, and no pitch you didn't ask for.
Book your free Profit Leak Snapshot