Services
Practical Solutions for Better Business Decisions.
Businesses don't always need more information. They need clearer financial insight, sound judgment, and help turning decisions into action.
I work with business owners and management teams to improve financial systems, strengthen operations, plan for the future, and address challenges that require experienced financial leadership.
How I Can Help
Financial and Operational Expertise for Real Business Challenges.
Six key areas where I provide practical support to help you improve performance, strengthen your financial foundation, and achieve your business goals.
Financial Systems & Operational Improvement
Improve the financial infrastructure that supports your business, including accounting systems, reporting, internal controls, process improvements, and operational efficiency.
Planning, Forecasting & Decision Support
Build a clearer view of where you stand, where you're headed, and the financial impact of your decisions, including cash flow forecasts, budgets, financial models, pricing analysis, and scenario planning.
Financial Leadership & Executive Advisory
Provide experienced financial and operational leadership, management support, strategic planning, and executive-level perspective to help you make better decisions.
Cash Flow, Financial Stability & Turnaround
Identify financial pressure points and develop practical steps to improve liquidity and performance, including working capital management, cost reductions, and financial stabilization.
Financing, Capital & Business Transactions
Prepare for financing, communicate with lenders and investors, and evaluate important transactions, including loan and line-of-credit preparation, lender reporting, capital planning, acquisitions, and due diligence.
Special Projects & Financial Analysis
Provide focused analysis and independent judgment for complex or unusual business challenges, including investigative financial analysis, business evaluations, transaction analysis, and other special assignments.
Working with Your Existing Advisors
Better Results Through Collaboration.
Financial decisions rarely happen in isolation. I work alongside your existing CPA, tax advisor, attorney, banker, and other professionals to help coordinate financial information, planning, and important business decisions.
Ames Executive Advisory focuses on financial leadership, analysis, systems, and operations — not tax preparation or routine tax compliance.
This collaborative approach helps you benefit from specialized expertise while ensuring that financial, operational, and tax considerations are aligned with your overall business goals.
Preparing Your Business for Financing
Lender-Ready Financial Information.
Whether you're applying for a loan, establishing a line of credit, renewing an existing facility, or financing expansion, lenders need financial information they can evaluate with confidence.
I help business owners prepare historical financial statements, cash flow forecasts, projections, and supporting materials that explain the business and its financing requirements.
Common Financing Support
An Honest First Conversation
Let's Talk About Your Business.
No pitch, no obligation. Just a conversation about what's happening in your business and whether working together makes sense.