Elevating the financial performance of professional service practices.

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Casco Bay Bridge photo credit Eric Warren

Ship's Bridge Naviagation

Determine your destination and plot a course.

You are the captain of your business. I can help navigate, charting multiple courses to your desired location and working with you to determine the best one. How has the business performed during the pandemic? What are your short and long-term goals for your practice? What are your personal financial goals and priorities? Let’s articulate your goals and formulate the best ways to reach them.

 
Bridge players

Develop your strategy and tactics.

Warren Buffett and Bill Gates are both avid bridge players. How’s your game? Having your own business coach and CFO as a partner will help you play your best hand. We will routinely assess and reflect on your current position. More importantly, we will look ahead, adapting and adjusting as we determine your next steps.

 
yoga bridge

Grow stronger and more flexible

Strength and flexibility are both core components of successful businesses. Solid accounting systems and financials will provide the liquidity needed to take action when opportunities or challenges arise.

Ready to cross the bridge?

There’s no commitment, pressure, or obligation.