Boardroom Financial LLC
Meet the Team
Two partners. One mission: make sure your hard work makes it home.
Leanne Ozaine
Co-Founder · Business Consultant & Profit Coach
CFO-level direction for business owners who want their hard work to make it home.
Leanne is the straight-shooting redhead who's been standing shoulder to shoulder with business owners for years — men and women who have serious questions about their business, their self-worth, and their ability to provide.
She knows the feeling firsthand. She once had a million-dollar year and couldn't make her mortgage payment. Her husband looked at her and asked a question she couldn't answer. That moment — the shame, the fear, the realization that effort alone wasn't enough — changed everything.
She rebuilt. She figured out the system. And then she started teaching it — first to a few clients, then to hundreds. General contractors, manufacturers, restaurant owners, chiropractors, barbers, dentists, landscapers — you name it, she's done it.
Her style is warm authority. She validates before she directs. She names what you're feeling before she tells you what to do. She earns the right to be blunt by first proving she understands.
Tim Heeter
Co-Founder · Operations & Growth
Tim started as a teacher. Eight years in a classroom taught him that most problems start with people, and that nothing moves until everyone is clear on what they’re actually trying to do.
He spent nearly 20 years at a rock quarry. He was hired as the quality control manager, and within a few months he mentioned he could fix the computer. Suddenly he was “the tech guy.” That grew into technology manager, then technology director with a team of his own. Eventually he became the company’s internal consultant: the person leadership called in whenever something was stuck, from the executive office to the crews to the truck shop.
That’s where he built the question he still asks every owner who says “I’ve got a problem”: Is this a people problem, a process problem, or a tech problem? And does it need a people solution, a process solution, a tech solution, or some combination? The point isn’t the label. It’s getting clear on what you actually want, where you actually are, and what it takes to get from one to the other.
He isn’t the typical systems guy who shows up to help you “scale.” He’s a troubleshooting partner. He finds the friction and the bottlenecks, then builds the bridge from where your business is to where you want it to go. Owners in security, manufacturing, landscaping, environmental construction and professional services have brought him in for exactly that.
In the Boardroom, that looks like:
- Finding the holes in operations that quietly cost payroll hours and margin
- Getting more out of the people you already have, or doing the same work with fewer
- Revenue generators that actually produce: SEO, marketing, and the follow-up systems behind them
- Technology that earns its keep, and cutting the tools that don’t
Leanne shows you where the money goes. Tim finds where the operation is leaking it.
Boardroom Financial LLC
The company behind The Profit Shift and the Two-Number Method. We exist for one reason: to give business owners the financial direction they deserve — simple, direct, and effective.
500+
Owners Served
6+
Years of Method
15+
Years Coaching Business Owners
What We're Not
This isn't coaching. It's not a community. It's not a mastermind where you share your struggles with strangers. It's financial direction from people who've been where you are — and know the way out.
No pep talks. No tactics. No spreadsheets. Not a course. Not a coaching program. It's a get-it-done relationship with someone who's done this hundreds of times.
You want someone in your corner who knows where the profit leaks hide, where good intentions break down, and how to actually turn revenue into something you can rely on.
Let's Talk About
Your Numbers
Whether you're ready to start with the free audio series or you want to go straight to CFO-level direction — the door is open.