Financial Clarity for Every Stage of Your Business
Bookkeeping • Strategic CFO Advisory • Special Projects
Services Offered
Base
Ideal for small business owners needing clean books with no frills:
Categorization of transactions
Monthly bank & credit card reconciliations
Monthly updated P&L + Balance Sheet
Plus
One step up, adding actionable insights without the full CFO lift:
KPI Dashboard (customized per client)
Accounts receivable & payable management
Revenue analysis
Employee and payroll review
Budget variance tracking (as applicable)
Top Rung
For 7-8 figure businesses needing strategic financial guidance:
13-week cash flow forecasting + net working capital analysis
Annual budgeting + rolling monthly forecasting
Monthly owners/investor update deck
Strategic guidance on pricing, margin improvement, hiring, capex, and balance sheet management
Valuation
Buy and sell-side financial diligence
*Special projects available upon request
Our Process
30-Minute Consult
We meet to identify goals & pain points, review current systems & timelines, and clarify ideal cadence & communications
Step 1:
Diagnostic Review
You provide read-only access to financial systems for a quick health check and to help further refine scope of work
Step 2:
Proposal & Options
We provide a tailored proposal within 24-hours of the diagnostic review that includes defined deliverables, start date, and onboarding plan
Step 3:
Onboarding
We implement the plan, working at a standard operating cadence towards 30/60/90-day targets so you see progress
Step 4:
About Me
Hi, I’m James – founder of Green Ladder Consulting. I started this business after spending nearly a decade in accounting and finance roles in New York City, where I worked with CFOs, executives, and business owners across many industries.
My career began at Deloitte, where I audited Fortune 200 companies and private equity firms. From there, I joined Alvarez & Marsal’s Transaction Advisory Group, guiding CFOs through buy- and sell-side due diligence. Later, I transitioned to Warner Music Group, where I helped evaluate global artist deals and presented financial reporting to the CFO and Board of Directors. I hold an active CPA license, which I obtained after earning my bachelor’s and master’s degrees in accounting and finance from Florida State University.
My experiences have taught me what business leaders really need: a strong foundation and timely insights that support better decisions. That’s why I established Green Ladder Consulting – to bring that same high-level financial discipline to small business owners without the corporate overhead.
Outside of work, you’ll usually find me experimenting in the kitchen with new recipes, at the gym, planning my next trip abroad, or playing piano.
If you’re looking for a trusted advisor who goes beyond the basics – someone who understands the big picture and can free you up to focus on growth – I’d love to connect.
Schedule a complimentary consultation today and receive a quote within 24 hours of review
Questions?
Think we might be a good match, but not ready to take the next step just yet? Feel free to send us any questions and we will be in touch shortly