Financial frameworks and teachings for growth-oriented entrepreneurs.
Functional Financials
A brand new done-with-you process for course correcting business finances to hit profitability asap and set the foundation for consistent future performance.
If you are serious about growing your business then you need to be serious about mastering your finances. There are multiple levels to this and Functional Financials gives you everything you need for the foundation.
Mindset
Financial Clarity & Plan
Margin Model
Revenue Forecast
Decisions, Discipline, and Delegation
Our framework was created by entrepreneurs who have built multiple 7 figure businesses.
On Demand Resources - Modules have been pre-recorded so you can learn core material on your own schedule. This sets 1:1 calls up to be about making decisions and unlocking progress vs teaching. Each module is simple, applicable, and no longer than 30min. Your time is the most important asset of your business and we aim to maximize it.
1:1 Sessions - Have a one to one calls with Phil at every phase of this process ensuring that you understand the information, are correctly applying it to your business, and can navigate the curveballs that will inevitably come at you through the process..
DWY Frameworks - Our tools are built to be simple, easy to use, and quick to implement. The Functional Financial™ frameworks are modeled after the entrepreneur's mind, not Spock-like accounting practices. You’ll be able to understand the core of your business quickly and make effective decisions confidently.
SME Support - Our network of trusted and qualified financial experts [CFOs, Controllers, Bookkeepers] are utilized to review all work to ensure accuracy and durability. In some cases these specialists may be brought into scope to address specific areas that require specialized attention.
Real Talk
Honestly, if you have been profitable [or don’t know if you are] you’re going backwards. Bad debt or not paying yourself are not solutions. It’s surprising how long you can “stay in business” with these bandaids, the longer this goes on, it only gets worse.
I say it this way, if you’ve hit that season of the business where you’re questioning your ability to lead it, this isn’t is a wall, it’s initiation.
Welcome.
Our goal is to get you out of this hell and back in the driver's seat as soon as possible.
We do this in three impactful phases:
Clarity (Assess & Analyze the Business)
Creating Profit Model (Based on Realities, Resources, and Opportunities)
Implementation (The Plan, Structures, and Behaviors)
Each phase addresses the critical areas of the business that you can control and affect change.
Why Trust Me?
Who you take advice from is critical. Over my 15 years as an entrepreneur, I’ve worked with advisors across the spectrum—some who were absolute lifesavers, and others who... well, missed the mark.
I know firsthand that no two businesses are alike, and the wrong advice can wreak havoc on a small business. That’s why I don’t offer cookie-cutter solutions. My authority in finance is built on a blend of hands-on experience running both product and service-based businesses, raising capital and bootstrapping, building teams, and getting results through them. I’ve navigated the complexities of consolidating debt, achieving $3.5 million in annual organic sales, and, when the unexpected happened, walking through bankruptcy after the pandemic tore apart my business.
I’ve learned from some of the best CFOs, advisors, and board members in the game, and I’ve distilled those lessons into actionable strategies that work for real-world challenges. All this experience is filtered to serve you—to help you win, no matter what phase your business is in.
If your goal is to generate wealth for yourself and your team, mastering your finances isn’t optional—it’s essential. I’m here to bridge the gap between traditional finance advice and the realities you face every day as a business owner. Let’s work together to turn those challenges into opportunities.
You Ready?
If now is the time, don’t let procrastination keep costing you. I only take on a handful of clients every month to ensure success for each entrepreneur.
What’s next comes a process to make sure you’re a good fit for us and we're a good fit for you.
Our call will be straightforward—no fluff. We’ll either give you the green light to move forward, or we’ll provide you with actionable steps to get you on track.
I’m excited to work with you, and so is my team. Let’s create the momentum you’ve been waiting for.
LFG!
“Working with Phil has been transformative. As a creative, I excel in marketing and branding, but I realized financial understanding is crucial. Phil's approach is insightful and empathetic. He's helped me gain clarity in a short time, empowering me to pursue my goals.”
Tiffany
"Phil's coaching has been a game-changer for us. His expertise in pricing strategy has really boosted our profits. What's great is how he tailors his advice to our specific needs. His insights have been a key factor in our success.”
Spencer
“Phil's impact was remarkable, both personally and professionally. The growth I experienced went beyond our expectations. His insights were incredibly valuable to me.”
Bridget
"Phil's mindset has helped me tackle challenges head-on, focusing on what really matters: ensuring our business stays profitable. His infectious optimism has me feeling hopeful and excited for the future."
Brian
"Phil took a chance on me when I was a newbie in business. He saw potential and invited me to join his project, which was a huge boost to my confidence. I knew Phil from afar as a respected, fun, kind, and smart creative, but experiencing his community-building firsthand at Citizen Supply was truly special. Now, I'm lucky to call Phil a friend. Seeing him up close, he's everything I admired from a distance in 2017 and more: humble, dedicated to growth, and resilient. It's an honor to witness his impact."
Brynn