Unlocking Your Business Potential

Expert Financial Leadership at a Fraction of the Cost

Our fractional CFO services provide experienced financial guidance to help your business grow, optimize operations, and achieve strategic goals—without the need for a full-time hire. Whether you're a startup, scaling business, or an established company looking for financial clarity, we offer flexible and tailored solutions to meet your needs.

 I’m not your typical CFO. I’m not a CPA or a compliance fanatic. Instead, I’m an exceptional operations strategist with a talent for accounting. My approach is simple: when operations and finance work seamlessly together, the money flows. This is the hallmark of a well-oiled, sustainable, and profitable business machine.    

Our Service Offerings

1. Financial Strategy & Planning

     a. Develop long-term financial strategies aligned with business goals 

     b. Cash flow forecasting & management 

     c. Business model analysis for profitability improvements 

2. ESOP Consulting

     a. General education and compliance

     b. Valuation assistance such as normalization and forecast generation

     c. Vendor selection and management – Valuation Firm, TPA, Legal, Trustee

     d. Internal Communication and Education

     e. Repurchase Obligation mitigation

     f. Executive Compensation

     g. Board of Director consulting

3. Vendor Management

     a. Bank selection and ongoing management

     b. Auditor selection and management

     c. Vendor contract enforcement and the negotiation of

     d. Payment term negotiation

     e. Vendor selection and ongoing management

4. Budgeting & Forecasting

    a. Create detailed, data-driven budgets 

     b. Rolling forecasts to adjust for market and operational changes 

     c. Sensitivity analysis to evaluate business scenarios 

5. Operations Education

     a. Pricing Modeling – project and/or retainer

     b. Scope Creep mitigation

     c. Project & Contract negotiations

     d. Workflow optimization – efficiency married to financial optimization

6. Financial Reporting & Analysis

     a. Monthly, quarterly, and annual financial reporting 

     b. KPIs & dashboard creation for performance tracking 

     c. Benchmarking against industry standards 

7. Cash Flow & Working Capital Management 

     a. Optimize cash flow for smooth operations 

     b. Working capital planning to support growth 

     c. AR/AP management and financial health assessment 

8. Capital Structure Support 

     a. Prepare pitch decks and financial models for investors 

     b. Debt restructuring & management 

    c. Advisory on mergers, acquisitions, and exits 

9. Accounting Systems & Processes Optimization 

    a. ERP selection, implementation & integration guidance 

    b. Process improvements to streamline financial operations 

    c. Internal control design and compliance