Who we are

I’m the founder of Clear North Advisors, and I started this firm because I believe small business owners deserve more than just a set of reconciled books — they deserve a financial partner they can trust.

After more than a decade managing multi-million dollar budgets and leading accounting operations for major film companies, I wanted to bring that same level of precision and care to entrepreneurs building something of their own. I find real meaning in helping service-based business owners feel grounded, clear, and supported in the financial side of their work.

This isn’t just about numbers — it’s about helping you feel less alone in your business. I work with clients who are tired of flying blind, and ready for a steady hand in their corner. My passion is creating structure out of complexity, bringing calm to chaos, and turning financial overwhelm into confident forward movement.

At Clear North, I’m honored to walk alongside you as you build something lasting — and to help make sure your numbers support not just your business, but your life.

Our Ethos

At Clear North Advisors, we believe that financial clarity is the foundation for confident leadership.

We exist to bring structure, insight, and steadiness to small business owners who are building something meaningful. Our work is grounded in a quiet confidence — we don’t just keep the numbers clean; we create systems and support that help you lead with peace of mind.

We believe in:

  • Clarity over chaos. Your books should be a source of truth, not a source of stress.

  • Steady guidance. We’re in your corner with proactive support, not just reactive tasks.

  • Human connection. Business is personal — and so is the way we work with our clients.

  • Mission-aligned growth. We care about where you’re headed and build financial systems to support that path.

  • Respect for your time. Our systems are streamlined so you can focus on what matters most.

You didn’t start your business to wrestle with spreadsheets. That’s where we come in — helping you move forward with more clarity, less stress, and a clear north to guide the way.

Who We Serve

At Clear North Advisors, we specialize in supporting service-based small businesses and agencies.

We’re a great fit for:

  • Entrepreneurs who create and sell online courses, memberships, templates, or downloadable resources. This includes creators using platforms like Kajabi, Teachable, Podia, and ThriveCart to deliver education and scale digital products.

  • Solo consultants and small firms who offer strategic or implementation-based services—such as brand, operations, marketing, HR, or systems consulting. Many work with a mix of client retainers, projects, and intensives.

  • Designers, writers, podcasters, photographers, content creators, and other independent creatives building personal brands and running client or content-based businesses.

  • Small but growing teams serving multiple clients through structured services, often in marketing, design, ops, or tech. Includes agencies with a mix of employees and contractors who are building systems and scaling delivery.

  • Service providers offering 1:1 or group coaching in business, wellness, mindset, leadership, life design or anything else. Often operate with a hybrid model that blends coaching, digital content, and community engagement.