HOME ABOUT BOOK LIST SERVICES

Services and
Engagement Options

 

My Winning Framework 

Over my career, I have reduced financial complexity into clarity and action. Those experiences have allowed me to create a winning framework that I will bring to your situation, organization, and goals.  

1. FOUNDATION (Groundwork)

Build trust in the numbers.
Create reliable financial systems and reporting so every decision is grounded in truth, not assumption.

2. FOCUS (Refine)

Concentrate on what drives results.
Identify the clients, products, and processes that generate real profit—and eliminate what drains time and cash.

3. FORECAST (Outline Plan)

Design growth with precision.
Translate mission into measurable plans that align revenue, resources, and strategy for predictable performance.

4. FOLLOW-THROUGH (Work Execution)

Turn plans into measurable progress.
Establish accountability, track the few metrics that matter, and ensure every action aligns with the plan’s promise.

So How Can I Support You Best? 

FORM BELOW

Precision Audit

A Precision Audit is the entry point to the G.R.O.W Framework—Peter’s proven system for transforming financial data into strategic clarity and measurable performance.

Through this audit, Peter evaluates every layer of your business:

  • Foundation: Systems, reports, and accounting structures.

  • Focus:  Where profit is created or lost and which products, clients, and decisions drive your business.

  • Forecast: Examines how your plans and projections align with real-world cash flow, resources, and strategic goals.

  • Follow-Through: Assesses accountability, measurement, and execution to ensure your strategy is lived daily, not left on paper.

The result: a clear, prioritized roadmap that eliminates blind spots, restores confidence in your numbers, and aligns every action with measurable growth.

Ideal for CEOs needing clarity now

Fractional CFO

Peter partners with your leadership team to:

  • Strengthen financial systems and reporting for confident decision-making.

  • Clarify profit drivers and eliminate financial inefficiencies.

  • Build realistic, mission-aligned growth forecasts.

  • Ensure accountability, execution, and measurable results.

He doesn’t just manage the numbers—he makes them work for you.
Every engagement delivers structure, insight, and follow-through that keep your business on time, on spec, and on budget.

Ideal for Growth-stage companies

Signature Deep-Dive Project

A Deep Dive Project is a precision engagement where Peter applies his decades of financial and operational expertise to guide a single, high-impact initiative from start to successful completion. Using his proven G.R.O.W (4F’s) Framework—Foundation, Focus, Forecast, and Follow-Through— he brings clarity to complex projects, aligns teams around measurable goals, and ensures disciplined execution every step of the way.
Whether optimizing systems, managing bids, or leading strategic initiatives, Peter integrates leadership, analysis, and accountability to deliver outcomes that are on time, on spec, and on budget..Bid support, ERP upgrade, M&A readiness, supply chain strategy

Designed for High-stakes initiatives

Winning Through Numbers

I love to work with passionate people, winning systems, and profitable numbers. If you are needing support in one of those 3 areas, I can help you.  

And, if you don't see exactly what you need above, reach out to me and we can discuss a solution custom to your needs and circumstances.

Business is a Game of Numbers, and if you're not winning, I can help you.

Wherever you are in your success journey, I am an advocate that your numbers empower you,  your team, and your next best actions.  

And sometimes, that next best action is to give me a call and review wherever you are at. 

Please Contact Me

I will never sell or share your information.