BrightPath Financial partners with growing small businesses to keep your finances clean, current, and decision ready, so you can scale with confidence.
Everything you need to keep books current and insights flowing, without the busywork.
Accurate, audit-ready records with monthly reconciliations and AR/AP management.
Cash flow forecasting, profitability breakdowns, and actionable insights.
Workflow audits, automation, and integrations to save time and reduce errors.
Behind on books? I’ll untangle the mess and set you up with simple, sustainable systems.
Scenario analysis and actionable insights, so you can decide with confidence.
Custom dashboards and reports to monitor progress and turn data into decisions.
20 years in corporate financial analysis. A lifelong love for small business. I translate your numbers into next steps.
I’ve loved small businesses since childhood, inspired by watching my mom start her own business. That early experience fueled my entrepreneurial spirit and sparked my passion for analyzing how businesses work. Over the last 20 years, I’ve built my career in corporate financial analysis, developing financial models, creating dashboards, and uncovering insights that drive growth and efficiency. Today, I bring that same passion and expertise to help small businesses optimize their processes, gain clarity, and reach peak performance.
Clear steps, clear outcomes, and communication you’ll never have to chase.
We align on goals, scope, and timelines. You’ll leave with a simple plan and next steps.
Securely connect bank feeds, establish rules, and clean up historic data.
On-time reconciliations, review-ready financials, and a short summary in plain English.
Dashboards and trend reviews translate your numbers into confident decisions.
Contact me today for a free consultation!
