People First. Profits Follow.

Ways to Work Together.

Former CFO and CPA | Consultant | Speaker | Workshop Leader

Helping leaders make people & profit actually work together

If you’re a small business owner or founder ready to grow, I help you understand how your people and your numbers work together—so you can make better decisions and build a business that actually works.

Every engagement looks at your business as a whole:
your financials, your strengths, your team, and your full ecosystem—customers, advisors, partners, and more.

Contact for next steps
Contact for next steps

1. Business Clarity Session

A focused working session to get clear—fast.

We’ll look at your business through both lenses: your numbers and the people behind them.

Includes:

  • Review of financials + tax return

  • Snapshot of your team and key relationships

  • Identification of gaps, opportunities, and misalignment

  • Clear next steps you can act on immediately

Best for:
Business owners who want clarity and direction without a big commitment.

Investment: $400–$600

more info

2. People + Profit Growth Reset

A deeper dive to align your business for what’s next.

This is where we connect your strengths, your team, and your financials—so everything is working toward your goals.

Includes:

  • CliftonStrengths coaching for you (and optional key team members)

  • Review of your full business ecosystem (customers, advisors, vendors, partners)

  • Financial + tax alignment

  • Identification of what’s holding you back—and what to do next

You’ll walk away with:

  • A clear growth roadmap

  • Better alignment between your people and your business decisions

  • Confidence in where to invest time, energy, and money

Best for:
Growth-minded business owners ready to take the next step with intention.

Investment: $1,500–$2,800

more info

3. People. Process. Profits. — Business Boost

With Sandy + Garrett

We help you align your people, your process, and your numbers so your business is built to grow.

Together, we bring:

  • Financial expertise and strategic insight

  • Strengths-based coaching and team alignment

  • Operational clarity and process improvement

Includes:

  • CliftonStrengths-based insights for you and your team

  • Review of operations and workflows

  • Identification of inefficiencies, gaps, and missed opportunities

  • A clear, practical plan to improve performance and profitability

Best for:
Businesses that are growing—and need their people, operations, and financial decisions working together.

Investment: $2,000–$4,000

more info

sandy a lane - certified coach

  • “I am thankful for Sandy’s coaching in helping me discover where my true value and passions lie.”

    Lana Trofholz

  • "I am so fortunate for you to be on my path and journey. You are a fabulous role model and mentor! I appreciate how you make me better."

    Stacy Watson