Scope it right
Every engagement starts with understanding what your business actually needs — not a bloated proposal. I'll tell you what matters now, what can wait, and what you're wasting money on.
I've spent 8+ years as a Controller managing every aspect of financial operations — bookkeeping, month-end close, financial reporting, payroll, licensing, and compliance — for businesses navigating real complexity.
Most of that time was spent in highly regulated environments where the margin for error on compliance is zero — including nearly a decade in cannabis, where the financial infrastructure most companies start with is optimistic at best. I built systems that actually worked, kept the books clean through audits and license renewals, and translated messy numbers into decisions the leadership team could act on.
Cawthon Advisory exists because I kept meeting business owners who needed exactly this — senior financial operations expertise — but couldn't justify or afford a full-time hire. They'd outgrown their bookkeeper. Their CPA only showed up at tax time. And the gap in between was costing them money, time, and sleep.
I fill that gap.
Every engagement starts with understanding what your business actually needs — not a bloated proposal. I'll tell you what matters now, what can wait, and what you're wasting money on.
Clean up the chart of accounts. Fix the processes. Set up reporting that makes sense. The first 60 days are about building infrastructure that doesn't need to be rebuilt in six months.
Ongoing delivery — month-end close, reporting, compliance, cash flow — with a standing rhythm that keeps your finances tight. I flex with your business as it grows.
I'm selective about who I work with — and you should be too.
Good financial operations are a relationship, not a transaction. I take on a small number of engagements at a time so each one gets controller-level attention — yours, not a junior's.
A 15-minute call. No pressure, no pitch. Just an honest look at what your business needs.
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