I help small business owners and creative entrepreneurs replace “gut-shot” business decisions with clear, data-driven strategy. By combining an accounting background, nearly two decades of high-tech operations experience, and the real-world grit of running my own local small business, I build custom dashboards that turn messy data into a clear roadmap for growth.
My Journey: From High-Tech to the Vineyard
My career has always been about making complex systems simple, reliable, and visible.
The Silicon Valley Chapter
With a degree in accounting, I spent 17 years in the high-tech sector working as a product manager for Unix-based systems. I learned firsthand how high-growth companies leverage backend architectures and structural stability to scale smoothly.
The Entrepreneurial Chapter
Looking for a shift, I stepped out of tech and into the dirt — founding and operating Wine Tree Farm, a boutique bonded winery and vineyard in Amador County.
Running a winery taught me what a textbook never could: the day-to-day pressure of managing inventory, navigating shifting cash flows, balancing seasonal agricultural realities, and wearing every single organizational hat at once.
Why ClearVantage Analytics Exists
While building and expanding Wine Tree Farm, I realized that small businesses and creative solopreneurs face a massive disadvantage. You have plenty of passion, but you’re often drowning in fragmented data — a spreadsheet here, a Stripe or Square account there, social metrics over here, and a QuickBooks file that only makes sense at tax time.
Without a unified view, you’re forced to make critical business decisions based on a vague “gut feeling.” Can I afford this inventory order? Where am I losing margin? Is my marketing actually driving revenue?
I founded ClearVantage Analytics to solve exactly that. As a certified Dashboard Designer, I bridge the gap between high-level data architecture and the practical reality of running a small business.
How I Work With You
I don’t just hand you a generic template or a massive wall of confusing charts. I build automated, highly visual custom dashboards designed around your specific business levers.
- Certainty: The confidence to move forward knowing your metrics are completely accurate.
- Clarity: A single “source of truth” dashboard so you can spot funnel leaks, protect your profit margins, and stop firefighting.
- Headspace: Hours returned to your week because you no longer have to manually piece together messy reports.
You deserve to focus on the creative work you love, backed by a powerhouse system that has your back. Let’s uncover what your numbers are trying to tell you.