Scale Your $2M+ Business with

Discover 5 proven steps to grow smarter—plus, download your free worksheet to plan your next move!

5 Steps to Scale Your Business

#1 - Map Your Revenue Drivers

  • Identify what fuels your growth—sales channels, top products. Most $2M-$10M firms miss 20% of potential here.

#2 - Optimize Your Cash Runway

  • Extend your runway with AR/AP tweaks. Late payments cost you 10-15%—chase them weekly!

#3 - Automate with AI

  • Let tools like Docyt AI handle books and reporting and fully leverage the features of QBO— this can save 10-15 hours/week for strategy.

#4 - Build Scalable Systems

  • Create processes for $10M growth—hiring, ops. Chaos will kill scale if you didn't take the time to build the structure.

#5 - Track KPIs Live

  • Use dashboards to monitor drivers and goals—real-time data beats gut decisions, allows you to see the future with clarity, and helps you sleep better at night.

Download the "Scale Your Business" Worksheet

Fillable/Printable PDF Worksheet will be sent to your email.

Sound Familiar?

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Cash flow surprises keeping you up?

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Messy books hiding the truth?

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Growth stalled without a plan?

What you get with High Tech CFO

Our service includes up to 2 hours per week direct 1 on 1 virtual access, email support, and full-suite accounting that leverages cutting-edge tools like Docyt AI—included with my services—integrated with your QuickBooks.

Imagine having a real-time financial dashboard at your fingertips within only three months; starting with drivers in Month 1, establishing goals in Month 2, and from Month 3 onwards, tracking your Key Performance Indicators (KPIs) effortlessly.

With our flexible commitment to getting tasks done on time, you're not hiring an employee—you're partnering with a solution that fits seamlessly into your operations. Experience results-driven accounting support that's focused on delivering value, not on adding a six-figure salary to your expenses.


Unlock the power of precision finance management without breaking the bank! For just $3,200-$8,000 a month, you are getting an "Accounting Department in a Box".

Pilot Program for first 4 Clients

We are a start-up piloting our services. Here is why this is beneficial to both of us.

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Get my full focus. You will be working with the founder of High Tech CFO, Casey Bishop.

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No Contracts, just a free call to see if we click to get started. A clear cut path, price, and time commitment on a month to month basis.

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Mutual Relationship, with opportunity to provide feedback and improve the service directly. We are a part of each others growth.

Let's Talk Numbers

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