For employers

Hiring? Here's what I'd bring.

Twenty years of selling to, marketing for and running small businesses, with the results to show for it. I design the system behind the sale, from lead generation and follow-up to the long-term account care that keeps clients for a decade.

Selected results

Numbers I can stand behind.

~500

recurring clients built and kept at Klaus Financial

~95%

multi-year client retention, many clients for 10+ years

~$100K

new revenue in one year from a single direct-mail funnel

80–90%

of clients retained through two practice sales I managed end to end

5 figures

in nonprofit grants and corporate sponsorships, built in two years

#1

in sales out of about 15 new reps in my Cutco training cohort

Experience

Where I've done it.

Klaus Financial

Marketing & Business Development Partner · 2003 – 2025

Built the client-acquisition and referral engine for an accounting, tax and payroll firm (Sacramento-region chambers, leads groups and partnerships with Paychex and ADP), grew it to ~500 recurring clients and $400K peak annual revenue, and managed both sales of the client book: over 80% of a largely individual tax book and ~90% of payroll customers retained.

Oregon Coast Youth Project

President · 2024 – Present

Designed and built a grant and corporate partner program that secured five figures in two years, and am negotiating a scholarship-fund sponsorship with the region’s largest employer.

Sea Spray Center

Buildout & Capital Campaign Lead · 2025 – Present

Led the $250K two-phase buildout of the organization’s performing-arts and event venue, and am building the case for a $100K Phase 3 capital campaign.

The Small Business Guy

Owner, IT, Web & Marketing Services · 2000 – Present

Technology consulting, project management and hands-on IT, web and marketing help for individuals and small businesses.

Early Sales Career

Direct & In-Home Sales · 1993 – 2002

Finished #1 in sales out of about 15 new reps at Vector Marketing (Cutco); canvassing, estimating and client relations at SK Roofing, my family's business.

Core strengths

Territory prospecting & pipeline building

Consultative, needs-based selling

Account management & retention

Multi-touch follow-up & CRM discipline

Sales-funnel design: direct mail & digital

B2B referral & partnership development

Sacramento-region network

Translating technology for business owners

Let's talk about the role.

I'm happy to walk you through any of this in person.

Request my résumé

Or call 916.832.1785