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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.

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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

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.