How I Work With You
Practical, hands-on finance leadership — built around where your business actually is, not where a textbook says it should be.
What I Do
Fractional CFO Partnership
Ongoing fractional CFO support with a regular operating cadence. I become a consistent part of your leadership team — attending key meetings, leading financial reviews, and helping you think through decisions as they arise. This is not a monthly report drop. It is a working relationship built around your business.
Budgeting & Forecasting
I build practical budgets and multi-scenario forecasts that leadership can actually use. A good budget is not a spreadsheet created once and forgotten. It becomes the operating framework for the business — forcing clear assumptions, defining tradeoffs, and measuring progress against a realistic plan.
Cash Flow Visibility
It is not enough to know what is in the bank today. I help leadership understand what is coming, what could change, and what decisions need to be made before pressure builds. Cash flow is where strategy becomes real — hiring plans, growth investments, customer collections, and financing needs all show up there first.
Reporting & Financial Visibility
I design and implement reporting packages that give leadership a clear view of performance — not just what the numbers are, but what changed, why it changed, and what it means going forward. Good reporting should bring the business into sharper focus, not require a decoder ring.
Financial Systems & Workflows
I have worked with QuickBooks, NetSuite, BigQuery, Looker, Gusto, TriNet, ADP, Carta, and other financial and operating platforms. I help companies implement systems, improve workflows, and automate processes — but only when the system actually solves a real problem. Tools do not fix broken processes on their own.
Audit, Lender & Investor Readiness
I help companies prepare for audits, lender due diligence, and investor reporting. That includes cleaning up the close process, tightening controls, drafting technical accounting documentation, and making sure the financial story you are telling externally matches the operational reality of your business.
Payroll & HR Systems
I help founders choose and implement payroll and HR systems that scale with team growth. Getting this right early avoids significant pain later — in compliance, reporting, and employee experience.
Focused Project Engagements
Not every engagement needs to be ongoing. Sometimes a company needs a specific deliverable — a budget built from scratch, a cash model, a reporting structure, or an operational finance setup. I offer focused project engagements that deliver a clear outcome and leave the business better equipped going forward.
How I Engage
Ongoing Partnership
A regular operating cadence — monthly or more frequent — where I function as your fractional CFO. Best for companies that need consistent finance leadership as they grow.
Focused Projects
Scoped engagements around a specific need — a budget build, a cash model, a reporting overhaul, or an operational finance setup. Clear scope, clear deliverable, clear outcome.
Adaptive Support
Engagements that start in one place and evolve as the business changes. I work with companies at different stages and adjust the scope and cadence as needs shift.
Who I Work With
I work with founder-led businesses that have moved past the startup stage but have not yet built the financial infrastructure they need. These companies typically have between $2M and $20M in revenue, a small team, and a founder who is making decisions without the financial visibility they deserve.
The industries vary, but the situation is often the same: the business is growing, but finance has not kept pace.
Types of Companies
- Marketing, PR, and communications firms
- Technology and digital media companies
- Professional services and consulting firms
- Creative agencies and design studios
- Staffing and talent businesses
- B2B service businesses preparing for growth or a capital raise
Common Situations
- You have a bookkeeper but not a CFO — and the gap is starting to show
- You have revenue targets but no real budget behind them
- Cash flow feels unpredictable even when business is good
- Hiring and investment decisions feel harder than they should
- You are preparing for a lender, investor, or audit and need to get the financials in order
- Leadership is making decisions without reliable financial information