Finance advisory for business owners.
Understand your cash flow, improve profit, and plan your next move.
Based in Salt Lake City, Utah. Working with businesses nationwide.
Book an Intro CallUnderstand your cash flow, improve profit, and plan your next move.
Based in Salt Lake City, Utah. Working with businesses nationwide.
Book an Intro CallFinancials are often the signal, not the root issue. We interpret what they reveal, then connect the next step to sales, operations, leadership, and cash.
I’ve spent a decade in FP&A and corporate finance, helping business leaders make better financial and operational decisions. My experience includes forecasting, planning, cash flow, KPI reporting, resource planning, and supporting senior leadership across growing companies.
I started Ridgeline to bring that same finance support to businesses that need a finance partner before they’re big enough for a full-time team.
I’m based in Salt Lake City, where I live with my family, and work with businesses nationwide. Outside of work, I spend as much time as I can in the mountains skiing, running, climbing, and biking.
Nick
Founder, Ridgeline CFO
When This Matters
Profit, cash, hiring, pricing, and team accountability often show up in the numbers before they show up clearly in the business.
Common Signals
Profit is lagging revenue.
Cash feels unpredictable.
Big decisions need a model.
The team needs clearer targets.
We do not stop at the numbers.
We help connect what the financials reveal to what the business needs to change next.
We take the time to understand what you want from the business, whether that's growth, more cash flow, more freedom, or an eventual sale. The financial plan should support those goals.
The best model is the one you'll actually use. We build clear, practical tools that help you make decisions without adding unnecessary complexity.
More reporting does not mean better reporting. We focus on the few numbers that actually drive the business and make every report useful for a decision.
We're honest with ourselves, with you, and about the business. If something isn't working, we'll say so, even when the answer is uncomfortable.
We learn where you are, where you want to go, and what feels unclear in the business.
We dig into your financials, cash flow, forecasts, KPIs, and operating priorities to identify what matters most and why.
We turn that diagnosis into clear priorities, forecasts, targets, and an operating cadence that helps you make better decisions going forward.
Yes. We can handle bookkeeping directly or work alongside your existing bookkeeper. We also coordinate with your CPA for taxes and make sure they have the financial information they need.
Most clients are owner-led businesses between $1M and $30M in annual revenue. We also take on select project-based work outside that range.
Ongoing finance advisory typically ranges from $2,000 to $6,000 per month. Bookkeeping and one-time projects are priced separately based on scope.
If we don’t deliver value in the first 90 days, we’ll refund the fees you paid for those 90 days.
We start by reviewing your financials, goals, and biggest issues. Then we build the forecasts, reporting, KPIs, and operating cadence you need. From there, we meet regularly to review results and make decisions.
Most consultants deliver a project and leave. We operate as an ongoing part of your finance team, with regular meetings, direct access, and continued ownership of the financial work.
I am an avid outdoorsman and lover of mountains. Ridgelines connect peaks and give you a clearer view of what's ahead, sometimes for miles. That felt like a good metaphor for the work we do: helping business owners get above the noise, see the bigger picture, and make better decisions with more clarity.
Book a free intro call. We'll talk about your business and how we can help.
Prefer to call or text? 801-742-1055
