
FOR SaaS FOUNDERS WHO WANT GROWTH THAT STICKS...
A quiet practice for leaders who need clarity.
Simple, low-cost sessions and briefings for leaders navigating complex moments.
YEARS OF CX & LEADERSHIP EXPERIENCE
BUSINESSES SERVED
NATIONWIDE
ADDITONAL REVENUE GENERATED























They struggle because they lack interpretation.
My work sits at the narrative and moral layer of leadership helping people see the story they’re actually in, the signals they’re sending, and the meaning beneath the moment.
This is not coaching, consulting, or therapy.
It’s interpretive clarity.
A single conversation, at the right moment, can change how a leader moves through the world.
This practice is my way of giving back offering grounded, accessible guidance without the machinery of a traditional business.

Boardroom Academy helps founder-led SaaS teams in fintech and healthcare build stake-grade CX systems without hiring a full-time team. From churn diagnostics to fractional leadership, every offer is designed to shift your company from churn-reactive to retention-ready.


A single 60-minute session for leaders, job seekers, or anyone facing a complex moment. We look at your situation through narrative, moral, and emotional altitude — and help you see what’s actually happening.
Who it’s for: Anyone who needs clarity, grounding, or a fresh interpretive lens.

A small group conversation (monthly or quarterly) for people navigating transition, uncertainty, or leadership questions. We explore how to interpret the world you’re walking into and how to move through it with steadiness.
Who it’s for: Young leaders, mid-career professionals, job seekers, and anyone wanting to think more deeply about leadership.

A short-written analysis for a leader or team. It outlines:
• The story being told
• The signals being sent
• Where alignment is breaking
• What needs re-sequencing
Who it’s for: Executives, teams, or organizations seeking clarity without a long engagement.
I price my work modestly, not because it lacks value, but because accessibility is part of the intent. This is a give-back chapter for me. I charge enough to honor the work, not to scale it.
The Interpretive Hour: $95–$150
The Leadership Lens (Group): $25–$40 per person
The Interpretive Brief: $250–$400
To schedule a session or request a brief, just send me a note. No forms, no funnels, simply a conversation.
The all-in-one strategy, methods, education, and add-ons available to grow yourself and your clients, separating you from the competition.

Make strategic decisions that align with the company's objectives and goals. This includes understanding market trends, making financial forecasts, and planning for the future.

Leading a team or even an entire organization. An experienced 'coaches coach' can provide valuable insights on how to inspire and motivate employees, manage conflicts, and create a positive work environment.

An executive role often comes with high levels of stress and unexpected crises. Learning how to stay calm under pressure, make quick yet effective decisions, and manage crises are crucial skills a CEO would want to learn from their mentor.

Strategic Decision Making
Make strategic decisions that align with the company's objectives and goals.
This includes understanding market trends, making financial forecasts, and planning for the future.

Leadership Skills
Leading a team or even an entire organization. A mentor can provide valuable insights on how to inspire and motivate employees, manage conflicts, and create a positive work environment.

Handling Pressure & Crisis Management
Your role often comes with high levels of stress and unexpected crises. Learning how to stay calm under pressure, make quick yet effective decisions, and manage crises are crucial skills a CEO would want to learn from their mentor.

If you're anything like me, I value my time heavily.
I dedicate serious time and care to CEOs, entrepreneurs, and accounting firms to help them scale their business and personal growth.
This is my way of giving back 30+ years of CEO education to our future leaders.
If you're truly interested in scaling your business by unlocking new avenues of revenue, AND taking your personal skills to reach new heights, then LET'S TALK!

My primary focus is to help business leaders at all levels ignite their passion for success, by developing their hard and soft skills to the benefit of their professional, personal and community engagements.
The most often asked question I get is, Why? Why have you been so busy with corporate opportunities since your retirement? Haven’t you had enough? My answer is always twofold: first, when you love what you do, it is not work; it is fun, and I love helping others develop their potential and succeed.
Second, and perhaps more importantly, I have been blessed my entire working career. I have basked in the glory of accomplishments, and I weathered my share of failures.
But even the baseball great Babe Ruth struck out 89 times in the year he hit a record-breaking 60 home runs. Another baseball hall-of-famer, Reggie Jackson, holds the record of the highest number (2,597) of lifetime strikeouts. Neither Ruth nor Jackson is remembered for their miscues. Ruth and Jackson were not afraid of failure. Ruth and Jackson, and others like them, are fondly remembered for their successes. I have battle-tested wisdom that I want to continue to share with others what I have learned to do and what I have learned not to do to be successful.
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"...I think I might've found someone who loves leadership more than me."
Eric Kebschull - Owner & CEO of EK Coaching
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"Jim was a very rare guy who was not only a tough-minded businessman, but he's very ethical toward employees and toward clients."
Charlie Morris - CTO of Princeton Financial Systems
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"Jim has helped me out tremendously..."
Matt Mars - Founder of Mars Motorsports

Technology
Tech companies often have high growth rates and investment needs, so they can benefit from professional cash flow management.

Small Businesses
Many small businesses may not have in-house financial experts, so they often need accounting firms to manage their finances.

Manufacturing
This industry involves a lot of costs and investments, making it crucial to have accurate cash flow reports.

Start-ups
New businesses can benefit from accountants' expertise in financial planning and cash flow management.

Finance
A finance business can leverage insightful financial forecasting and strategic advice, enabling them to scale their operations while maintaining financial stability.

Non-Profit Organizations
A non-profit organization navigate complex financial regulations, aiding in effective cash flow management and scaling their operations.

Woodworking / Cabinetry
Woodworking companies deal with large projects with long timelines, so proper cash flow management can help ensure project profitability.

Real Estate
Property investments often involve large sums of money, so accurate cash flow reports are crucial.

Healthcare
A healthcare business can benefit from proper cashflow advising as it aids in managing future growth, thereby facilitating the scaling of their operations effectively.

Hospitality
Hotels, restaurants, and other hospitality businesses often have variable income and expenses, making cash flow management important.

Construction
Construction companies deal with large projects with long timelines, so proper cash flow management can help ensure project profitability.

Education
Educational institutions, especially private ones, need to manage their finances carefully to ensure sustainability.
The most often asked question I get is, Why? Why have you been so busy with corporate opportunities since your retirement? Haven’t you had enough?
My answer is always twofold: first, when you love what you do, it is not work; it is fun, and I love helping others develop their potential and succeed.
Second, and perhaps more importantly, I have been blessed my entire working career. I have basked in the glory of accomplishments, and I weathered my share of failures.
But even the baseball great Babe Ruth struck out 89 times in the year he hit a record-breaking 60 home runs. Another baseball hall-of-famer, Reggie Jackson, holds the record of the highest number (2,597) of lifetime strikeouts. Neither Ruth nor Jackson is remembered for their miscues. Ruth and Jackson were not afraid of failure. Ruth and Jackson, and others like them, are fondly remembered for their successes. I have battle-tested wisdom that I want to continue to share with others what I have learned to do and what I have learned not to do to be successful.
My primary focus is to help business leaders at all levels ignite their passion for success, by developing their hard and soft skills to the benefit of their professional, personal and community engagements.

Select which monthly subscription (or pay for a full year) works best for you.
Upgrade anytime, Cancel anytime, Win EVERY TIME.

Without any obligation whatsoever, please arrange for 30 minute consult with me personally to discover how the Boardroom Academy may help you with your business plans.
I look forward to hearing from you soon.

If you or your team need interpretive clarity, I offer simple, low-cost sessions and briefings for leaders navigating complex moments.
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