Let’s work together.

You have a bookkeeper and a tax accountant, but you wish someone would boil the accounting stuff down to a few bullet points for you. You need to make quick, informed decisions, so you can focus on your awesome clients and manage your team.

Do you have questions like?

  • How much should I charge for my services?
  • How do I read the financial statements my bookkeeper gives me?
  • Which numbers should I care about?
  • How can I tell if there is a problem?
  • Is it time to hire another employee? Can I afford it?
  • I have a new business idea. How do I know if the idea will make money?

You’re in the right place. I will help you take control of your business finances, so you can focus on growing your business.

What we do together.

Panoramic will help you go from “I should really figure out my business finances” to “I am confident I know what’s happening in my business and I am excited about my growth strategy.”

Together we’ll flip the switch from surviving to thriving. With our customized services, you will stop feeling confused and start working smarter and making informed business decisions.

We’ve got what you need.

Setting the right price has never been easier.

Surprisingly, the secret is not always in your numbers. It’s based on industry research, the value you provide, your confidence, and your target market. Don’t worry! We’ll work together to create a customized pricing strategy so you can stop the price war and increase your profits.

A Pricing Strategy Session will help you charge what you’re worth and offer premium services.


Understanding your key numbers will help you work smarter, because you will know when and where to invest your time and money. Numbers don’t lie!

I’ll bridge the gap between your bookkeeper and tax accountant. You’ll learn your key numbers, ideas for additional revenue streams, and ways to reduce expenses.

The Back Pocket CFO session is for you if you want an expert to boil the accounting stuff down to a few bullet points.


stuck_program_350You + Me = Results

It’s time to shorten your learning curve and get quick answers to your burning financial questions.

The Stuck to Unstoppable strategy session is perfect for you if you’re ready to weigh the pros and cons before making important business decisions.

Pick the topic and let’s get started.


Profit is the key to creating wealth and growing a successful business.

Profits = Power. When you have money in the bank, you have the option to choose how much to pay yourself, which new service to add next, and when to hire another employee.

Profit in Your Pocket is a 4-hour intensive session customized to your needs. We’ll cover the topics that are important to you. You can choose from a variety of topics including pricing, taxes, your key numbers, and a customized accounting routine.



Who we work with.

You own a professional service company and your clients love you.

You’re smart, driven, and committed to the work you do and the people you serve. Your burning desire is to grow your business, but you are not sure how to start.

You feel like there is so much to learn, but you don’t have time to learn debits and credits and test business theories.

You’re ready to put more money in your pocket, focus on the right numbers, and implement systems to streamline your operations. A real vacation would be nice, too!