Stop Growing Broke, Start Growing Profits
You mastered your craft—now let’s master the cash.
The Profitable Systems Advantage™
Built for CEOs ready to scale smart—with financial clarity and systems that work.
This high-touch, done-with-you consulting experience helps you reclaim control of your finances and build the systems that make scaling sustainable. You’ll get the insights, structure, and support to finally stop growing broke—and create a business that runs without you.
What You’ll Achieve:
A clear, customized financial roadmap
Systems that support your team (not replace them)
More profit, fewer bottlenecks
Space to lead instead of putting out fires
Greater long-term value of your business
How It Works:
- 12-month consulting program
- Two 60-minute sessions per month (CEO and/or team)
- Hands-on help with both financial strategy and operational systems
- Custom tools, app access, and email support between sessions
"Karen was a valued member of our senior management team…. She was a strong and steady voice in our leadership team during our growth and through two acquisitions. She contributed significantly to tactical operations and our strategic market research as we navigated "Crossing the Chasm" during significant changes in our market and client base. Her understanding of both operations and strategy makes her an ideal partner in executive management and strategic consulting."
— Jim P.
The Cash Flow Control Advantage™
Regain confidence in your numbers and make smarter, faster financial decisions.
If your revenue is growing but your bank balance tells a different story, this consulting program is for you. It’s designed to help you get financial visibility, uncover hidden profit, and plan for the future—with full support every step of the way.
What You’ll Achieve:
Control over cash flow
Clarity on pricing, profit, and hidden expenses
Confidence in your financial decisions and where your business is headed
A business that supports your goals—without draining your time or energy
Visibility into long-term profitability
How It Works:
- 12-month consulting program
- One 60-minute 1:1 session per month
- Access to the Clear Path to Cash™ online course
- Custom tools, app access, and email support between
sessions
"Karen had a clear strategic direction for the organization as a whole, and she was able to effectively motivate and mobilize many different functions in order to execute the vision."
— Karen L.
What It’s Like to Work Together
Get Clear
Uncover what’s really happening—financially, operationally, and structurally.
Find the Gaps
We diagnose the issues, surface hidden cash, and identify systems that need work.
Fix What Matters
You get a tailored roadmap and hands-on help improving the areas with the biggest impact.
Build to Last
We help you install the habits, systems, and metrics that let your business run with confidence.
Ready to see how this would work for your business? Book your Free Fast Track Session.
Frequently Asked
Questions

1. What if I’m not sure which offer is right for me?
No problem. That’s exactly what the free Fast Track Session is for. We’ll walk through your goals, challenges, and bandwidth—and recommend the path that makes the most sense for you right now.
2. How much time will this take? I’m already stretched thin.
Each offer is designed to be manageable, strategic, and focused. You’ll get high-impact results without an overwhelming time commitment. We’ll pace everything based on your bandwidth—and protect your time like it’s our own.
3. My team is already overloaded. Will this make things worse?
Actually, it will do the opposite. Yes, there’s some upfront work, but it’s designed to relieve the chaos, not add to it. We guide your team so they’re supported—not burdened. In select cases, we can even take the lead on implementation with a custom engagement beyond the standard program.
4. Do you work with early-stage startups?
No—we specialize in helping CEOs with existing revenue and teams who are struggling to scale without losing control. If you’re still pre-revenue, I can refer you to great resources, but this program wouldn’t be the right fit (yet).
5. I’ve already spent money on tools or consultants that didn’t work. How is this different?
You’re not alone—most of our clients have tried quick fixes that didn’t stick. You don’t need more trendy tactics—you need a business that holds together when things get busy. We build solid systems and a financial foundation that make every tactic work better—and keep working long after the buzzwords fade.
6. Do you help with automation?
Yes—but not right away. Automating a broken system just amplifies the problems. First, we’ll fix the process—then identify what’s worth automating to save time and reduce errors.
7. What if I don’t see results?
Our process is built to get results when paired with your commitment. And we back it with a 12-month guarantee: if you complete 80% of the work and don’t see improvements, we’ll keep working with you at no extra charge until you do.
8. What if I’m not sure I can afford this?
What’s the cost of staying overwhelmed, underpaid, or stuck? We’ll help you find hidden cash than you pay for the program along with streamlining your operations. Plus, we offer multiple payment options to make this work for your budget and your growth.
9. Will this work for my unique business?
Yes. This isn’t a cookie-cutter program. Everything is customized—from your roadmap to your systems. We work with you (and your team) to ensure it fits your values, goals, and culture.
10. Can I change programs if I need to?
Absolutely. You can upgrade anytime. Downgrades are rare but considered on a case-by-case basis to ensure long-term success isn’t disrupted.
11. Is this theoretical or practical?
This is all action. You’ll walk away with real tools, clear priorities, and systems that are being used in your business—not sitting in a binder.
12. What happens after the program ends?
You and your team will be equipped to keep the momentum going. We also offer a scaled-back maintenance program if you’d like continued support. But the focus is on building systems you can own—so you’re not dependent on us forever.
Not sure where to start? Let’s figure it out together.