Services

Full-spectrum financial leadership at the $1M-$10M stage

I run the financial side of owner-led businesses across the San Francisco Bay Area and Lake Tahoe. Tax, cash, reporting, and planning move together, sized to where your company is in its run.

Schedule a Discovery Call View Pricing →

Core Services

CFO-level strategy, tailored to your business

Three connected disciplines run on one set of numbers, shaped by years of sitting close to both the wins and the wipeouts at owner-led companies.

Tax Strategy

Tax strategy as a growth lever

Tax decisions get worked on a forward calendar, not a return. I sit with your CPA so distributions, entity structure, and major purchases land in the most efficient window. April becomes a confirmation of choices already made, not a discovery of what got missed. The depth of the tax work scales with the engagement level you choose.

Proactive tax decisions made before transactions
Distribution and owner-pay structure design
Credit and deduction calendar
Integration with cash flow forecasting

Explore Tax Strategy

Tax saved YTD $186K +24% vs prior year

Deduction mix

Operating 40% Depreciation 35% Credits 25%

Tax position

18.4% Effective rate

$412K Deductions +15%

$67K Credits claimed +32%

$142K Est. liability

Filing status

Filing	Status
Q3 941	Filed
Q3 State	Filed
R&D Credit	In Review
Annual	Pending

Annual filings

47/48 complete

Compliant All filings

Cash Flow

Cash flow forecasting and scenario planning

Cash visibility is the difference between running a business and reacting to one. I keep the picture current 13 weeks out so working capital, AP and AR, and the conversion cycle are levers you can pull. Best, base, and worst case stay on the table together.

Cash position visibility 13 weeks ahead
Best/base/worst scenario modeling
Working capital and liquidity management
Cash conversion cycle optimization

Improve Your Cash Visibility

Hands-on cash flow review and financial planning session

Operations

Financial operating systems for growing businesses

I install the reporting your business has been running without. A monthly close on a real cadence, KPI dashboards the leadership team actually uses, and a financial narrative that turns numbers into decisions instead of decoration. It integrates into the rhythm of the business, not on top of it.

Financial reporting structure and cadence
Monthly close process optimization
KPI dashboards and executive reporting
Board and investor reporting packages

Fix Your Reporting

KPI dashboard

$1.24M Revenue +22%

68.4% Gross margin

$312K EBITDA +18%

24 Headcount +3

Revenue by service

Advisory 45% Tax planning 30% Compliance 15% Other 10%

P&L summary

Line item	Amount
Revenue	$1.24M
COGS	$392K
Gross	$848K
OpEx	$536K
Net	$312K

Report ready Q4 package

Also Available

Specialized expertise when you need it

Budgeting & Forecasting

I build the annual budget against real operating conditions and refresh the forecast each quarter so the plan stays honest with where the business actually is.

Learn more →

Strategic Planning

I turn the financials into a forward view: growth modeling, capital allocation, and scenario analysis you can use to make the next call with conviction.

Learn more →

Systems & Automation

I size the accounting stack, automate AP and AR where it pays back, and tighten the tools so financial operations keep up with the company’s pace.

Learn more →

Without Dave, I don’t know if we’d have made it. When he introduced us to the Scale B.O.S.S. the lights went on, and we never worried about how we spent our time. The result was amazing productivity inside a scalable rocket ship. Thank God for Dave!

Jeffrey Lebowski

Founder, LBCO

We were running blind. We had no sense of KPIs, or how to understand what the numbers our accountant was sending us. Once we had Scale B.O.S.S. running, every meeting had a new purpose and a clear focus. We went from a struggling start up to an eight figure exit.

Pieter Teel

SV Partners, Inc.

We enjoyed a good deal of success, but we struggled with understanding exactly where our companies were in their growth phase. With Dave’s amazing guidance, we were able to build out bespoke KPI dashboards, and the rest is history.

Charles Stuart

Director