Private Paddock, Client Confidentiality

Confidentiality is not a “nice-to-have” around here. It’s part of how I work.

Many clients consider financial strategy a competitive advantage and prefer to keep it private. That’s why you won’t see client names, screenshots of financials, or detailed case studies on this site.

If you want proof, I can walk you through anonymized examples during a consultation, with enough detail to be useful while protecting everyone involved.

Our Pit Crew

No one crosses the finish line alone, and no serious business problem gets solved by one person pretending they’re a Swiss Army knife.

I lead Sharp CFO™ as your primary strategist. When your situation requires deeper specialization, I bring in the right pit crew based on your track conditions. That may include accountants, attorneys, tax strategists, and asset-protection professionals, each with a specific role and a shared commitment to precision.

Here’s what that pit-crew approach looks like in practice:

• Map the race strategy with data-driven analysis and clear priorities
• Strengthen cash flow and working capital so the business stops stalling
• Reinforce risk management and internal controls to prevent expensive surprises
• Fine-tune forecasting, FP&A, reporting, and decision support so you can lead with confidence

Whether you’re a scrappy operator or a company in high gear, the goal is the same: the right expertise, at the right time, coordinated like a team, not a committee.

As a division of We Do Books, Inc., Sharp CFO™ provides the high-level “horsepower” of a full-time CFO. While our We Do Books™ team handles the essential daily maintenance of your general accounting and tax preparation, Sharp CFO™ steps in to map your long-term race strategy, secure bank financing, optimize cash flow, and assist with financial decision-making. Together, we provide a complete financial pit crew under one roof.