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Many leaders know they can get more from their numbers but don’t know where to start.
It can feel like there's a cloud over your head.
Which numbers and metrics will drive growth?
How can you easily communicate them with meaning?
How do the numbers connect across the organization?
You don't have to live with these uncertainties anymore.
Above all, we help you stress less about your measurables so you can spend more time having fun with what you’re doing.
“A profit and loss statement is a trailing indicator... With a Scorecard, however, you can change the future.” — Gino Wickman
Your Organization, Simplified.
Clear Numbers, Confident Decisions.
Hi, I'm Casey!
I'm here to help your organization make sense of its numbers so you can make decisions with confidence.
I've worked with businesses of all sizes – from startups to global corporations.
One thing's for sure: clear, actionable data is the foundation of growth.
But I also know firsthand how overwhelming it can be get in the weeds, navigate financial complexity, and measure performance effectively.
That's why I've dedicated myself to creating tools and strategies that simplify the process.
My frameworks, methods, and tools cuts through the complexity, giving you meaningful snapshots into your organizational health.
Imagine...
No more scratching your head.
We’ll translate your numbers into clear, actionable, easy-to-understand reports.
Meetings you look forward to.
Our reports will help your team focus on what truly matters, boosting efficiency and accountability.
A positive, collaborative atmosphere.
Let's make your meetings something to look forward to.
With a diverse background in agriculture, manufacturing, finance, and other fields, I bring a creative and energetic approach to the table.
I'm passionate about solving problems and helping organizations expand their impact and work more intentionally.
“If we have data, let’s look at data. If all we have are opinions, let’s go with mine.” — Jim Barksdale
CFOs & COOs
Looking to enhance your efficiency?
We'll provide tools and insights to streamline your financial reporting and analysis.
Need support with strategic decision-making?
We'll help you interpret data to identify opportunities and mitigate risks.
Want to add value to your stakeholders?
We can partner with you to offer enhanced financial clarity and strategic guidance.
Start-up Founders
Laying a strong financial foundation?
We'll guide you in establishing the right systems and processes for tracking and analyzing your performance from day one.
Need help securing funding?
We'll ensure your financial data is investor-ready, showcasing your company's potential.
Want to focus on growth, not spreadsheets?
We'll handle the number crunching so you can focus on building your business.
Owners and Executives
Feeling overwhelmed by data?
We'll help you cut through the noise and identify the key metrics that truly drive your business forward.
Struggling to make informed decisions?
We'll empower you with clear, actionable insights derived from your numbers.
Need help communicating financial performance?
We'll work with you to create reports that are easy to understand and tell a compelling story.
Who We Work With
Increase the impact you seek by
illuminating what matters most.
Avoid Ambiguity
Let’s find out what’s going on under the hood.
Bury Burnout
Stop doing the same tedious and time-consuming reporting tasks.
Minimize Misalignment
Accelerating strategic success starts with effective meetings.
Our services offer a range of benefits tailored to your business.
Hear from others who've benefited from working with us!
“Love it. This is very tangible reporting. It summarizes the goals, and the strategic plan to get from where we are to where we want to be. Thank you for providing this framework and roadmap. Best money the company has spent to date has been on you.”
– Cody N.
Director of Revenue
“Before Casey, our Retail team faced significant obstacles when obtaining quick and actionable insights leading to overwhelmed staff, delayed reporting, and persistent inefficiencies. Casey's expertise not only streamlined our operations but also instilled confidence and strategic autonomy in the team!”
– Joyce F.
Sr. Finance Leader
“These capabilities help you make more educated decisions on what needs done.”
– Mark P.
Real Estate Investor & Realtor
We believe in simplifying the complex.
1. Less is more
We cut through the noise and focus on the metrics that drive your business.
2. Quality over quantity
Efficient and accurate reporting systems with no bandaids.
3. A light-hearted approach
We believe numbers can be fun! We bring positive, collaborative energy to our clients.
You can expect
Explore
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Quick, actionable insights
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Data-driven decisions for specific projects
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Minimal commitment, maximum value
Designed for
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Businesses new to data analytics
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Specific, one-time projects
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Teams needing fast, reliable insights
Illuminate
You can expect
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Enhanced visibility across the business
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Streamlined reporting operations
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Strategic insights to drive growth
Designed for
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Small to medium-sized businesses
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Need to integrate internal and external data from various departments
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Companies aiming to optimize strategy, finance, and operations
Unify
You can expect
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Consolidated reporting and analytics
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Improved risk management
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Enhanced portfolio performance
Designed for
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Angel Funds with diverse portfolios
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Private Equity firms with multiple assets
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Organizations needing centralized data management and alignment
Here's our list of customized services!
Refocus & Optimize Your Metrics
Gain clarity and control over your numbers. We'll help you identify and track the metrics that matter, empowering you to make informed decisions and steer your business toward sustainable growth.
Gain Financial Foresight
Predict cash flow with confidence, empowering you to make proactive and informed decisions for your organization's future.
Achieve Financial Control & Peace of Mind
Take charge of your finances, track spending and revenue effortlessly, and gain the peace of mind that comes with knowing you're on the path to financial success.
Inspire Confidence & Secure Capital
Craft a compelling financial narrative that captivates investors and bankers to achieve shared goals.
Navigate Your Financial Journey with One-on-One Coaching
Conquer financial complexity with personalized guidance, empowering you to understand your numbers and make informed decisions with confidence.
Strategically Shape Your Business Growth
Evaluate new opportunities and initiatives with financial clarity, ensuring your investments fuel sustainable growth and success.
Start building organizational resilience with our strategic approach:
Clarify
Identify the metrics and foundational components that matter most.
Construct
Engineer a data ecosystem of internal and external inputs aligned with your strategy.
Crystallize
Turn numbers into knowledge and action with customized reports.
Catalyze
Equip you and your team with the tools to make data-driven decisions.
1. Reach Out
Let me know what you’re looking for
2. Get a Plan
Customize a plan that fits your goals and budget.
3. Gain Financial Clarity
Equip your teams with the knowledge and tools to succeed.
Let's take the stress out of measuring your business
Download your scorecard template
Gain access to my weekly newsletter
A data-driven approach to organizational resilience
Maximize your revenue potential with data-driven insights that identify new opportunities and optimize your strategies.
Streamline your operations with integrated analytics, helping you eliminate waste and improve productivity.
Make informed decisions effortlessly with clear, actionable data at your fingertips, reducing the mental load on your team.
Discover hidden trends and patterns in your data that can drive strategic decisions and give you a competitive edge.
Empower your team with the right tools and insights to work smarter, not harder, reducing stress and preventing burnout.
Ensure all your teams are on the same page with a unified data platform that fosters alignment and collaboration across the organization.