Financial Planning & Advisory
Understand your numbers with budgeting, forecasting, cash flow planning, pricing, and profitability analysis designed for better decisions.
Business Systems & Financial Operations
Clearer numbers.
Better systems.
Smarter growth.
I help small businesses bring corporate-level clarity to their finances, operations, CRM, and reporting systems, without overcomplicating how they work.
Built for founders, businesses and growing brands.
Services
Built for Growing Businesses
From financial clarity to CRM workflows and dashboards, I help founders build the systems they need to manage growth with more control.
Operations & Process Optimization
Create simple workflows, SOPs, approval processes, and project tracking systems that reduce chaos and improve accountability.
CRM & Sales Pipeline Systems
Build CRM systems that help you track leads, manage client follow-ups, organize deal stages, and forecast future revenue.
Dashboards & Business Systems
Connect your data into clear dashboards and reporting systems for sales, expenses, projects, cash flow, and key business metrics.
Who I work with
Built for founders and small teams ready for their next stage.
Founder-led businesses
For owners who need clearer numbers, better follow-up, and more visibility before making their next big move.
Growing teams without a finance department
For businesses that need structure, reporting, and workflows before hiring a full internal team.
Companies moving beyond spreadsheets
For teams ready to organize CRM, dashboards, approvals, forecasts, and recurring business reports.
Selected Impact
US + MXCross-border business experience
6+Industries across construction, lending, marketing, consulting, retail, hospitality, and startups
Finance + OpsOne integrated approach to numbers, workflows, systems, and decisions
Why work with me
Corporate clarity, built for small businesses.
Corporate-Level Clarity
I help small businesses understand their numbers with the same clarity big companies rely on, but in a more practical way.
Finance + Operations Mindset
I connect finances, processes, projects, CRM, and reporting so you can see how the business actually runs.
Practical Systems, Not Complexity
The goal is not to add more tools or dashboards for the sake of it. I build simple systems your team can actually use day to day.
Process
A Simple Process to Start Working Together
From the first call to a clear project plan, I make it easy to understand your needs, define the right scope, and start building the systems your business needs.
Book a Consultation
Schedule a call to share what’s going on in your business, whether you need help with finances, operations, CRM, reporting, or overall structure.
Get a Clear Scope
After understanding your goals and current setup, I’ll outline the recommended support, project scope, timeline, and next steps.
Start the Project
Once the scope is approved, we begin building the tools, workflows, dashboards, or systems your business needs to operate with more clarity.
Why Figure It Out Alone?
Online advice can give you ideas. The right support helps you turn those ideas into a clear system built around your numbers, workflows, CRM, and goals.
Tailored Business Support
- Understands your actual business context
- Connects finance, operations, CRM, and reporting
- Turns ideas into practical workflows and tools
- Helps prioritize what actually matters first
- Builds systems your team can use day to day
- Gives you a clearer view of growth, cash flow, and performance
About
A finance and operations partner for founder-led businesses.
I started my career inside fast-moving companies, learning how finance, operations, and systems work together behind the scenes.
From global agencies in Mexico City to construction, lending, and founder-led businesses in the U.S., I’ve helped teams turn complexity into structure.
Today, I help founders build the financial clarity and operational foundation they need to grow with more confidence.
Experience
Real Experience Across Finance, Operations & Growth
I bring a corporate-level view shaped by hands-on experience across finance, operations, project management, founder-led businesses, and small business growth.
SAMY
Financial reporting, vendor management, budgeting, and operational finance support for a global marketing and creator economy company.
Miami, FL · Senior Finance SpecialistHD* Human Design Doing
Financial controlling, reporting, expense management, and operational support for a consulting and services startup working across internal teams and client-driven projects.
Mexico City / Puebla, MX · Financial ControllingDavid Wilkes Builders
Project budgets, approvals, invoices, forecasting, and cost tracking across construction projects.
Austin, TX · Project FinanceBravo Capital
Compliance system creation, client workflows, documentation, and operational management.
Austin, TX · Business OperationsCondesa One
Building a premium performance and lifestyle brand, leading financial planning, operations, sourcing strategy, launch planning, and go-to-market execution.
Austin, TX · Co-FounderPar 3
Developed a financial projection model for a hospitality and food service concept, including revenue assumptions, cost structure, operating expenses, cash flow, and scenario planning.
Puebla, MX · Financial Projection Project10+Business environments
3Core areas: finance, operations & systems
1Practical view built around your business
My Approach
Understand → Structure → Scale
Understand
Identify what is slowing down growth: unclear numbers, manual workflows, disconnected tools, or lack of visibility.
Structure
Create simple reports, processes, dashboards, and systems that make the business easier to run.
Scale
Give founders better visibility so they can make decisions with more clarity and less guesswork.
FAQ
Your Questions, Answered Clearly
Everything you need to know about working together, from services and project scope to systems, timelines, and ongoing support.
What services do you offer?
I help small businesses organize their finances, operations, CRM, and reporting systems. Services may include budgeting, cash flow forecasting, dashboards, CRM setup, sales pipeline design, workflow improvements, SOPs, and business performance reporting.
Who do you typically work with?
I work with founders, small businesses, service providers, contractors, creative teams, restaurants, and growing brands that need more clarity, structure, and visibility across their business.
Do I need to already have systems in place?
No. I can help whether you’re starting from scratch, working with spreadsheets, using disconnected tools, or trying to clean up an existing CRM, dashboard, or workflow.
Do you offer one-time projects or ongoing support?
Both. Some businesses need a one-time setup, cleanup, dashboard, or financial model. Others may need ongoing support for reporting, process improvements, CRM management, or business performance tracking.
Do you only provide financial consulting?
No. Finance is a core part of my background, but my work also includes operations, CRM, dashboards, workflows, and business systems.