About C/D
With more than 15 years of hands-on experience in finance and accounting, I offer expert insight into the unique financial challenges faced by individuals, small to mid-sized businesses, and large enterprises. My background includes managing family-owned businesses, navigating complex tax audits, and ensuring regulatory compliance. I provide strategic financial consulting tailored to your needs—specializing in reconciliation, financial reporting, statement preparation, and asset purchase evaluation.
Why Choose Us
At Carpe Diem Financial Consulting, we deliver accurate, compliant, and on-time financial reporting that grows with your business. From startups to established enterprises, we provide scalable solutions, audit-ready documentation, and real-time dashboard reporting to keep you informed and in control.
OUR SERVICES
We offer a range of retainer-based financial advisory services for clients who value ongoing access to expert guidance. Our packaged tiers are tailored to meet the diverse needs of businesses at different stages of growth. From essential access for early-stage businesses to strategic partner services for comprehensive high-touch advisory, we provide expert guidance and support to drive sustainable growth and resilience in a competitive landscape.
Essential Access
Tier 1
For early-stage or small businesses needing light support:
a. Up to 3 hours/month of consulting time
b. 1 virtual meeting or strategy session
c. Email support with 2-business-day response
d. Basic document or financial model review (1/month)
e. Monthly performance check-in or Q&A call
Growth Support
Tier 2
Tier 2: Growth Support – For growing businesses needing deeper insight and regular interaction:
a. Up to 7 hours/month of consulting time
b. 2 virtual meetings/month
c. Priority email & phone access (next-day response)
d. Review of up to 2 financial documents or models/month
e. Light scenario planning or investment review
f. Ongoing KPI tracking dashboard setup
Strategic Partner
Tier 3
For businesses needing comprehensive, high-touch advisory:
a. Up to 12 hours/month of consulting time
b. Weekly calls or virtual check-ins
c. Priority access (same-day response)
d. Full financial model or budget review/update
e. Asset/investment assessment as needed
f. Board meeting prep or participation (optional)
g. Monthly strategy memo or executive summary