Services
Fractional CFO services built around how your business runs.
Fractional CFO Leadership
Senior financial leadership for owners who need a CFO's judgment without a full-time CFO salary. I work alongside you on the decisions that shape the business.
Budgeting and Forecasting
An annual budget built around your goals and a rolling forecast updated as the year unfolds, so you see problems and opportunities early.
Financial Modeling
Models that answer real questions, such as whether to hire, open a new location, add a service line or take on financing.
KPI Dashboards and Reporting
Live dashboards in Excel and Power BI showing the few numbers that drive your business, reviewed with you every month.
Cash Flow and Treasury Management
Cash forecasts, working capital planning and bank account structure, so you always know how much cash you have and how much you will need.
Internal Controls Review
A review of how money moves through your business, with practical recommendations to reduce errors and fraud risk.
Process Improvement and Operational Consulting
A look at how your finance and operations workflows actually run, with clear recommendations to make them faster and more reliable.
Accounting Cleanup Oversight
When the books are behind or unreliable, I lead the cleanup. I work with your bookkeeper or outside firm to set the plan, review the work and put processes in place so the books stay clean going forward.
I provide advisory and management services. I oversee bookkeeping and payroll processes but do not perform bookkeeping, process payroll, prepare taxes or give investment advice.
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