Trusted Referral Partners
A curated list of trusted professionals across key disciplines that I know personally and confidently refer to clients and colleagues.
Marketing & Growth
AssignX
Adam Gonzalez
AssignX.ai helps businesses improve sales follow-up, lead qualification, and customer engagement through custom AI sales agents that work around the clock. Their solutions integrate seamlessly with existing CRM and funnel systems, automating appointments, inquiries, and ongoing follow-up while maintaining brand voice and operational oversight.
805-444-3893
Finance
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Shine Financials
Paige Truong
Shine Financial provides fractional CFO services for small to mid-sized businesses, helping owners improve profitability, cash flow, and financial clarity. Led by an experienced accountant and business owner, Shine Financial focuses on identifying the underlying financial challenges within a business and implementing forward-looking strategies that support sustainable growth and long-term goals.
206-499-5207
Operations & Business Support
The Juggling Buddha™, LLC
Cassie Fleming
At The Juggling Buddha, founder and owner Cassie Fleming helps overwhelmed business owners move out of burnout and into clarity through her Strategic Mapping™ process. Strategic Mapping™ is a done-for-you, 12-month action plan for founders who are stuck in the day-to-day and don’t yet have the structure or support to delegate. Clients receive a clear, customized roadmap that shows exactly what to prioritize and when—replacing chaos with focus. Cassie helps strengthen operations, improve profitability, and create sustainable growth while freeing up significant time. The result is a business that runs more smoothly, supports real life, and allows owners to lead instead of constantly firefighting.
203-297-8755
*Referrals are provided as a courtesy. Clients are encouraged to perform their own due diligence.