Skopos means purpose.

Humanized finance for purpose-driven businesses


Before starting Skopos, I worked with hundreds of business owners to navigate their expansion projects, leases, and loans, as well as handling a national recession, blackouts, hurricanes and, most recently, the pandemic. I spent seven years as an SBA underwriter where I declined too many loan requests from hard-working businesses. I’d spend time explaining why their loan request was declined, but still felt like I was part of a system that was keeping them down. If they only knew what I knew—how to properly prepare for and present a request for financing—their outcomes might have been different. 


So I set out to share my knowledge. I launched Skopos in 2016 with a mission to engage more business owners and encourage financial literacy. In a world that heavily favors large corporations, Skopos is committed to empowering community-based businesses to achieve their financial goals, starting with understanding the numbers, creating effective strategies, and preparing for the right kind of capital opportunities. 


What I do at Skopos—purpose, in Greek—is not a job, but a joy.  I love how small businesses reflect an entrepreneurial spirit, give essential character to communities, and offer a unique pathway to prosperity. 

Now that you’ve found us, let’s connect so we can get your numbers to work!

Our Values


Humanized finance.

7 out of 10 business owners dislike the finance function the most. We think it's because they've never had a thought partner like us.
We meet clients where they are in their business journey and create a welcoming space for curiosity to flourish into knowledge.


Innovation through co-creation.

Every business is different, so our approach is never one-size-fits all. We ask tailored questions and collaborate with clients to develop new financial tools, processes and systems for your unique needs.


Diversity is power.

Embracing diverse cultural, racial, and progressive business networks is core to our DNA, and curiosity guides us in expanding our perspectives. We believe that anyone can be a business owner, so long as they have the necessary support.


Social justice matters.

Skopos envisions a world where everyone has equal access to social, financial, and educational networks. By acknowledging inherent economic inequalities, we prioritize sharing resources with underserved entrepreneurs that provide pathways to economic opportunity.


More than profits.

Skopos champions values-based businesses that go beyond profit metrics and operate in an impactful way for the greater good.

Here’s a peek into what it’s like to work with us


First, schedule your consultation. Scheduling is easy -- once you fill out our Contact Form. you'll get a Calendly link to schedule your call!


During our consultation, we want to know your goals and challenges.  It’s ok if you’re not sure what you need – that’s what we’re here for.


The next step is to share a tailored proposal that highlights the objectives we discussed and the goals for our first 90-days together.


We kick off with our signature Onboarding process which allows us to quickly understand your business model, your financials and our next steps.


Our services are done with you, so you’ll learn about your numbers and strategy every step of the way as we get your numbers to work!

Want to talk business? (We sure do!) Get in touch here