Know where you stand.
Decide where to go.
Cash-flow planning, cost discipline, tax-aware decisions, and stronger negotiated terms. Financial leadership that protects what your business earns.
Explore fractional CFO supportConnect your marketing, sales, and financial decisions. I help business owners turn relationships into revenue, negotiate better terms, and retain more of what they earn through thoughtful cost and tax planning.
Local intelligence. Practical ideas. Valuable connections. Free, in your inbox every week.

Career experience across Prodigy Consulting, Grant Thornton, Opilio, and Northwestern Mutual, alongside personal content platforms and client work.
Marketing creates demand. Finance reveals what that demand is worth. I connect the two so your next move makes sense for your customers and your bottom line.
Cash-flow planning, cost discipline, tax-aware decisions, and stronger negotiated terms. Financial leadership that protects what your business earns.
Explore fractional CFO supportPositioning, content, community, and lead conversion. A commercial strategy connected to the economics of your business.
Explore fractional CMO supportConnect customer demand and sales conversion with pricing, negotiated terms, cost discipline, and tax-aware cash-flow planning.
Explore the integrated approachI built Simply Free CRM to help independent professionals and small businesses keep their relationships, website activity, and meetings in one place. Start with the essentials and make your next conversation easier to follow through on.
Free Essentials. No credit card. Pilot access is reviewed personally.
A CRM for contacts, notes, your sales pipeline, and follow-up tasks.
An analytics pixel that links browsing to known contacts when visitors allow analytics and submit a connected form or booking.
A booking link connected to Google Calendar, with Google Meet meetings and calendar invitations.
A little structure after the handshake. Three active projects with tasks, due dates, and contact links are included, too.
2 users · 1,000 contacts · 5 meeting types
“He makes complicated business and financial decisions manageable for someone who doesn’t like talking about numbers!”
“Sean was one of the most professional business development / marketing guys I have ever encountered.”
“…he has selflessly promoted my business, introduced me to colleagues who could help me with business…”
Local intelligence. Practical ideas. Valuable connections.
A free weekly briefing for business owners and partners in Southwest Florida. Marketing ideas, financial perspective, and opportunities to connect—straight from the work I’m doing in the field.
If your welcome email doesn’t arrive right away, check your Promotions or Spam folder.
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