Strategic Financial Leadership & Rock-Solid Bookkeeping

We turn your raw data into growth strategies. Phloem Consulting helps small businesses stabilize cash flow, optimize operations, and scale with confidence.

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Outgrowing Your Back Office?

Most business owners don't just need someone to log receipts—they need to know what the numbers actually mean for their future. If you're struggling to forecast cash flow, guessing at profit margins, or making major decisions in the dark, you don't just need a bookkeeper. You need a financial partner.

How We Partner With You

Foundational Bookkeeping

Clean data for complete peace of mind.

Accurate monthly closes & reconciliations
Tax-ready financial statements
Accounts payable & receivable tracking
Clean, organized books you can trust completely

Best for: Businesses that need ironclad compliance and reliable back-office execution.

Premium Advisory

Fractional CFO & Strategy

Forward-looking leadership to scale your business.

Cash flow forecasting & runway modeling
Profit margin & cost optimization analysis
Operational KPI dashboards built for clarity
Strategic budgeting, forecasting, and ongoing growth advisory

Best for: Founders ready to make data-driven decisions without the executive price tag.

Meet Your Financial Partner

I founded Phloem Consulting to bridge the gap between day-to-day accounting and high-level business operations. With an MBA and deep experience managing complex operational levers—like purchasing, inventory tracking, and demand forecasting—I don’t just hand you a balance sheet at the end of the month and walk away.

I look at the structural mechanics behind your numbers to keep your business's vital nutrients and cash flowing smoothly. I treat your business's financial health as if it were my own.