Your Part-Time CFO. Full-Time Results.
Expert financial leadership for small businesses — without the cost of a full-time hire.
Free 30-minute call. No commitment. Spots are limited.
120+
Hours Saved / Year
$2M+
Cash Flow Managed
5x
ROI for Clients
Sound Familiar?
Reactive Finances
You check your bank balance to decide if you can make payroll. That's not a strategy — that's survival.
No Financial Strategy
Sales are growing but profits aren't. Without a financial roadmap, growth can actually kill a business.
Outgrown Their Tools
Spreadsheets and bookkeeping worked at $250K — but at $1M+ you need systems, forecasts, and real financial controls.
Can't Afford a Full-Time CFO
A full-time CFO costs $200K–$350K/year. Most small businesses need that expertise but can't justify the expense.
What If You Had a CFO in Your Corner — Without the Full-Time Cost?
A Fractional CFO gives you the same strategic oversight, financial systems, and executive-level guidance that Fortune 500 companies rely on — scaled for your business, at a fraction of the price.
Strategic, Not Transactional
I don't just report what happened. I tell you what it means and what to do next.
Built for Small Business
Every recommendation is calibrated for businesses doing $250K–$20M — not enterprise complexity.
AI-Powered Efficiency
I use the latest AI financial tools to deliver enterprise-level insights at startup speed.
5 Core Services That Transform Your Business
Financial Analysis
Deep-dive analysis of your financial data to surface what's driving profit and what's draining it.
- ✓Monthly P&L analysis
- ✓KPI dashboard build
- ✓Trend & variance reports
- ✓Investor-ready financials
Cash Flow Management
Eliminate cash crunches before they happen with proactive forecasting and working capital management.
- ✓13-week cash forecast
- ✓Payables/receivables mgmt
- ✓Cash reserve strategy
- ✓Early warning alerts
Strategic Planning
Translate your business goals into a financial roadmap with budgets, scenarios, and growth targets.
- ✓Annual budget build
- ✓Scenario modeling
- ✓Growth plan & targets
- ✓Fundraise prep support
Financial Systems & AI
Build the financial infrastructure your business needs to scale — with AI tools that save you hours.
- ✓NetSuite / QuickBooks
- ✓AI automation setup
- ✓Clean chart of accounts
- ✓Reporting dashboards
Client Communication
Turn your numbers into clear stories for lenders, investors, partners, and your leadership team.
- ✓Board-ready decks
- ✓Lender & bank packages
- ✓Executive summaries
- ✓Stakeholder narratives
How We Work Together
Discovery Call
Free 30-min call to understand your business, goals, and financial pain points.
Financial Audit
We review your books, systems, and cash flow to identify gaps and opportunities.
90-Day Game Plan
A custom financial roadmap with prioritized actions and quick wins for your business.
Ongoing Partnership
Weekly/monthly touchpoints, reporting, and strategic guidance as your business grows.
Book Your Free 30-Minute Discovery Call
No pitch. No pressure. Just an honest conversation about your business finances — and whether working together makes sense.
What to expect:
- ✓We'll talk through your biggest financial challenges
- ✓I'll share quick wins you can act on immediately
- ✓You'll leave with clarity — whether we work together or not
Trust signals:
30 minutes. Completely free. No obligation.
Available Mon–Fri, flexible hours
Prefer to reach out first? Send a message instead.
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Transparent, Flexible Pricing
STARTER
$1,500
/month
- ✓Quick-start financial assessment
- ✓Monthly P&L + cash flow review
- ✓1 strategic check-in call/month
- ✓Budget build & annual plan
- ✓Financial health scorecard
GROWTH
$3,000
/month
- ✓Everything in Starter
- ✓Weekly 1:1 strategy calls
- ✓13-week cash flow forecast
- ✓Lender/investor-ready reporting
- ✓KPI dashboard setup & tracking
SCALE
$5,000
/month
- ✓Everything in Growth
- ✓Financial systems build-out
- ✓M&A / exit planning support
- ✓Board & investor presentations
- ✓Unlimited email & Slack access
All engagements start with a free 30-minute discovery call. No commitment required.
Is a Fractional CFO Right for You?
Great Fit
- ✓Revenue between $250K and $20M
- ✓Growing fast and need financial structure
- ✓Preparing to raise capital or seek a loan
- ✓Planning an acquisition or exit in 3–5 years
- ✓Tired of flying blind on cash and profit
- ✓Need more than a bookkeeper, less than a CFO
Not the Right Fit
- ✗Revenue under $100K (not yet at critical mass)
- ✗Looking for tax prep or bookkeeping only
- ✗Not open to changing financial habits or systems
- ✗Need a full-time, in-office presence daily
If you see yourself in the Great Fit column — let's talk.
Book Your Free Discovery CallReady to Take Control of Your Finances?
The best time to get financial clarity was yesterday. The second best time is today.
Book a Free 30-Min Call
Quick, focused, and free. We'll look at your financials and I'll tell you exactly what I'd fix first.
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