I provide tools and support for small businesses who need help getting started. This can be tailored to your specific needs, but I commonly provided financial templates, budgeting resources, business plan development and startup guidance, process improvements, and underwriting framework design.

I understand that sometimes you just need to be pointed in the right direction, so I offer some free resources to get your started. If you are seeking further assistance, I have flexible options, including one-time consultations, project-based pricing, and monthly retainer packages. Let’s start with a free discovery call to figure out what makes sense for your goals and your budget.

Nope, and I won’t pretend to! While marketing isn’t my area of expertise, I can help you understand how your financial goals and customer flow intersect, so you’re making smart decisions around your marketing. If you need a great marketer, I’m happy to recommend someone.

I am based in central Indiana but am able work with clients all over the country. All services are available virtually, so no matter where you are, we can collaborate easily and effectively.

CloverPath exists to genuinely help small business owners, not just sell them a dream. I believe good financial insight should be clear, grounded, and accessible, so I offer a variety of free tools and resources to get you started, no strings attached. I’m not here to push hype or one-size-fits-all formulas. I’m here to meet you where you are with practical support and real-world experience. Whether you’re bootstrapping your first business or trying to get unstuck, I’ve got your back with honest, useful guidance.