You didn't start a business to work this hard.
MEET YOUR CFO, BIZ COACH AND STRATEGIST
Where strategy meets clarity
You’ve built a successful business — but financially, it still feels messier than it should.
You’re not fully confident where your money is going, which decisions matter most, or how to structure the next phase of growth.
My work sits at the intersection of financial strategy, business design, and operational clarity.
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Rather than solving problems in silos, we look at the full picture — your mission, business model, operations, and finances — and align them to work together.
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This is strategic, forward-looking work.
Together, we build a clear financial plan that supports sustainable growth, smarter decisions, and a business designed to deliver both success and quality of life.
Taking the numbers in your business from stressful and hazy ...
... to exciting and freeing. A place where you can finally see a clear picture for your future growth.
What I offer
of your business finances with strategy like never before.
take control
About
Shari
After decades of accounting and IT experience within a Fortune 500 environment, I chose to build my own practice to do work that truly matters. Supporting small business owners in creating aligned, sustainable success is deeply fulfilling. It's important to celebrate wins - big and small. There’s nothing better than taking an idea and seeing it come to life, or seeing the “aha” moment in the eyes of a treasured client.
Let's scale a business you love
“Shari designed a personal plan for our business and made sure we were on track with monthly meetings, and followed up with a recap. We are very thankful for her time, energy, and honesty. It was a tough year to start a business during the COVID-19 pandemic, Shari made it possible.”
VICKIE M., MACBROS CHEESECAKES
