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ABOUT

My goal is straightforward – to help serious business owners generate more clients!

Small Business Breakthroughs Magazine

I'm passionate about helping small businesses thrive. With over 25 years of experience in the corporate world, abroad and in the US, I bring a unique perspective to my role as a business consultant and fractional CFO. I've honed my skills in financial management, strategic planning, and operational efficiency – and now I'm using that experience to help businesses like yours succeed.

My approach is about understanding your vision and helping you achieve it. I believe in building strong relationships with my clients and becoming a trusted advisor. I'm here to help you navigate the complexities of business and achieve lasting success.

Ready to take your business to the next level? Let's discuss how my expertise can help you reach your goals and make a real difference.

As the driving force behind this consultancy, I’m dedicated to helping organizations navigate today’s fast-paced business landscape through tailored strategies and practical solutions. I’m here to guide you toward sustainable success.

What sets my work apart is the combination of real-world business insight and a genuine passion for seeing my clients succeed. By focusing on each organization’s unique culture and goals, I create personalized action plans that generate measurable outcomes. Your success can be achieved in 3 different approaches:

I also regularly publish articles on FP&A Trends, sharing my expertise and proven strategies for business owners. I invite you to check them out to gain deeper insights and see how my approach can empower your business.

Do It Yourself (DIY)
For those who prefer a hands-on approach, I provide tools, resources, and frameworks so you can steer the process yourself while benefiting from my expert guidance.

Do It With You (DWY)
If you’re looking for a balanced approach, we’ll work together step by step. You’ll retain core control while I offer guidance, insights, and support to help you achieve your vision.

Do It For You
If time or resources are limited, I’ll manage the entire process end-to-end—letting you focus on what you do best while I handle the details.

If you’re ready to tackle your biggest challenges, explore new opportunities, and future-proof your operations, let’s connect. I look forward to partnering with you on a journey of growth and transformation—every step of the way. Feel free to reach out and let’s discuss how Blue Oak Consulting can help elevate your business!