You Don't Have to Be the Expert.
You Just Have to Be Aware.
You started this business because you're great at something.
Maybe you're an engineer who saw a better way to solve a problem. Maybe you're a contractor who got tired of watching other people do mediocre work. Maybe you started a nonprofit because you couldn't walk past a need without doing something about it. Maybe you just looked around and said, “I can do this better.”
And you were right. You built something real.
But somewhere along the way, the financial side got complicated. Revenue grew. Expenses multiplied. Your bookkeeper sends you reports and you nod, but you're not always sure what you're looking at. Your board asks about margins and you give an answer that sounds right but you're not confident it is.
Here's what nobody tells you: that's not a failure. That's normal.
You got here because you're excellent at something other than finance. That's not a weakness — it's the whole reason your business exists.
The Real Problem Isn't the Numbers
The real problem is what happens when leaders don't understand their numbers.
They make decisions from anxiety instead of clarity. They underpay good people because they're not sure they can afford more. They overspend in the wrong places because they can't see what's actually driving their costs. They miss opportunities to invest, to give, to grow — not because they lack the heart, but because they lack the awareness.
And here's the harder truth: when leaders operate without financial clarity, the people around them pay the price. Teams feel the tension of a leader who's guessing. Families absorb the stress of uncertainty. Communities miss out on the generosity that clarity would have unlocked.
Financial clarity isn't about spreadsheets. It's about freedom.
Who This Is For
This is for the nonprofit founder whose board is asking about Q1 revenue and she needs to give a clear, confident answer.
This is for the contractor who just crossed $5M and knows his margins should be better but can't figure out where the leak is.
This is for the owner-operator who's been running on instinct for 15 years and finally wants to understand the machine underneath.
This is for anyone who believes that running a business well isn't just about making money — it's about stewarding what you've been given so you can bless the people around you.
If that's you, you're not behind. You're not failing. You're right on time.
Built on a Simple Belief
Excellence and integrity aren't just business values
They're reflections of how we were designed to work. The emptiness comes when we pursue them for ourselves instead of for others.
Human capital is not a line item
The people are the point. If you have to destroy the humans to generate the returns, you've missed it entirely.
Stewardship over accumulation
We will be held responsible for how well we stewarded what we were given. This tool exists to help leaders steward well.
The tool doesn't preach. The tool frees.
Build it with excellence. Make it genuinely useful. Trust that when leaders have real financial clarity, the good ones will use it to bless others.
The Journey
Assistant to VP / Operations Manager
Campbell University
During MBA. Identified an untapped multi-million-dollar opportunity in student food services. Oversaw a $2.5M budget, 96 FTE + 50 part-time, franchise partnerships (Chick-Fil-A, Quiznos), and implemented the campus-wide biometric POS system. The early lesson: an organization thinks it's about one thing when it's really about another. Campbell wasn't a food system — it was an education system that happened to run food. That reframe changed how everything got run. It's also where 'ITABWODI' — Is There A Better Way Of Doing It? — became the daily posture.
Read the full origin essay →Controller / Accounting Manager / Financial Analyst
K. Hovnanian Homes ($9B corp / $150M region)
Promoted across three roles in the Raleigh Division of a publicly-traded national homebuilder. Managed financial reporting, tri-annual budgets, GAAP/SOX/SEC compliance. Selected as lead finance liaison for Corporate Oracle IT implementation across US divisions. Built Excel analytics used by division and group leadership. Reduced role workload 60% through reporting streamlining.
CFO / Director of Finance & Board Member
Faulkner/Haynes & Associates ($40M HVAC rep)
First CFO seat. Reengineered all financial systems. Purchased and implemented ERP. Restructured banking and insurance. Analyzed and advised on a new NC territory now generating $8M+ annually. 40% IT cost savings. Recovered $100K+ in tax refunds via financial audit back to 2005. Mentored the incoming CEO. Served on the board.
Director of Operations & Finance
Makarios International (DR)
Led operations and finance for an international nonprofit focused on children's safety, health, and education in the Dominican Republic. Trained 30+ staff. Migrated key positions to Dominican nationals, reducing cost and improving cultural alignment. Partnered with 13 international groups in 12 months. Implemented fund accounting and KPI benchmarking across nonprofit operations.
Director of Finance & Admin (Interim CFO)
Tower Engineering Professionals ($60M+)
Personally recruited by the President to RESCUE a $55M+ in-process M&A. Performed due diligence across 40+ divisions (US and Canada), 4 subsidiaries, and a DBA. Identified $1M+ in billing errors. Closed the books in under 45 days for the first time in company history. Completed all required M&A reports in under 60. Deployed NetSuite. Trained the incoming CFO, Controller, HR Director through the PE transition.
Read the full rescue essay →CFO & Board Member (Interim CEO/COO/CIO 3+ yrs)
Bobbitt Design Build ($35M → $150M+ during tenure)
Joined a founder-led design-build firm at roughly $35M. Effectively served as Interim CEO/COO/CIO for 3+ years while CFO and Board Member, preparing the company to scale to $250M+. Identified key growth markets generating $100M+ in new pipeline. Hired sales consultant who drove close rates from under 10% to over 35% in 18 months. Led technology overhaul from 25% to over 90% paperless. Restructured ESOP and 401(k). Served as in-house legal advisor and Chief Risk Manager. The BUILD-THE-INFRASTRUCTURE-TO-SCALE seat — and the company today is running toward $200M+ on that foundation.
Principal Consultant & Managing Member
ITABWODI, LLC
Built a fractional C-suite consulting practice — outsourced CFO, integrator, and strategic advisor across construction, dental, and multi-site behavioral health engagements. Performed company valuations and due diligence. Served as fractional CFO and integrator for a $35M+ multi-entity organization, rebuilding its finance team. Built M&A process for 5-10 acquisitions/year roll-up growth. ITABWODI — Is There A Better Way Of Doing It? — is both the company name and the operating posture.
CEO, Owner & Board Member
The CHE Companies ($70M+)
Acquired majority ownership of a multi-division exterior construction platform spanning NC, SC, and VA. Architected post-acquisition operating model (85/15 capital structure, governance, multi-state management services agreements). Launched Cornerstone Exterior Remodeling as a new consumer-facing division. Implementing AI-powered operational workflows using Claude and custom agent architectures — daily executive pulse reports, meeting-to-action processing, company-wide communication drafting. NetSuite as the central data backbone. The CURRENT SEAT — and the platform this tool was built from.
Founder
Operational CFO + CFO OS
Built two AI platforms because every business owner deserves the financial clarity that took me 20+ years to develop across eight seats in the room — analyst, controller, director of finance, CFO, interim CEO, board member, fractional consultant, owner. The tool doesn't preach. The tool frees.
ITABWODI
“Is There A Better Way Of Doing It?”
This is the question I ask every day — in my company, in this platform, in everything I build. It's not a destination. It's a posture. And it's the reason this platform will never stop getting better.
“There's only so much you can take to the grave. The question is what you leave behind — and who you blessed along the way.”
Ready to Get Started?
You don't have to be the expert. You just have to be aware.