Your financial systems worked at $1M. They break at $10M.
I help growing businesses rebuild their financial systems so they can scale without bad data, cash surprises, or operational chaos.
Your numbers change depending on who you ask
QuickBooks technically works—but no one trusts it
Cash flow feels tight, but you can’t pinpoint why
Your team is building workarounds in spreadsheets
You’re making decisions without reliable data
Month-end takes too long and still feels wrong
Your software is working against you
You know AI exists, but you don’t know how to use it
Your “Knots”
Solution
Phase 1 - Diagnosis
Identify what’s broken across people, processes, and technology
Phase 2 - Rebuild
Fix the structure—tools, workflows, and financial clarity
Phase 3 - Support
Stay involved at a high level so things don’t drift back
Who this IS For:
$5M–$15M+ businesses
Feel the growing pains
Have a team, but systems haven’t kept up
Experiencing operational or financial friction
Who this NOT For:
Startups or early-stage businesses
Basic bookkeeping or tax prep
Businesses looking for the lowest-cost option
Companies that just want reports, not change
Why Undoer of Knots?
CPA with real world business operational experience.
Former CEO
Experience building and fixing systems in real companies
Not theoretical consulting
How to Start
Schedule a diagnostic call
A focused engagement to identify what’s broken, what matters, and what to fix first.

