Entrepreneurs, small business owners, and independent earners need real financial insight without the cost or commitment of a full-time finance team. That’s exactly what I deliver
You’re a great fit if you:
- Run a startup, agency, or service business and need financial clarity
- Want cash flow visibility and real profitability insights, not confusing spreadsheets
- Hate unexpected bills, cash gaps, or unclear financial decisions
- Prefer simple English instead of accounting jargon
- Want flexible support that adjusts to where your business is going
Real World Small Business Success
With over a decade running finance and growing companies in consulting, media, life sciences, and tech, I understand what it feels like to be in the seat, not just in a spreadsheet.
Translating the Numbers into Successful Strategies
I won’t not bury you in reports. You’ll get clear answers to questions like “Can I afford to hire?”, “Should I raise prices?” and “How do we increase profitability fast?”
Flexible. Practical Support
No bloated teams, no long commitments. Pause or cancel anytime. Adjust the level of support as your business evolves so you maximize ROI.
Direct Access, Fast Answers
You work directly with me, not a junior analyst. When something comes up and you need a fast, clear answer, you get it.
What exactly does a fractional CFO do, and how is it different from an accountant or bookkeeper?
Your bookkeeper records what happened. Your accountant makes sure you're compliant. A fractional CFO tells you what it all means and what to do about it. I work at the strategic layer: building the financial models that drive decisions, identifying where your business is leaking money or leaving it on the table, preparing you for funding conversations, and making sure you're never caught off guard by cash. Think of it as having a senior financial executive in your corner, without the $200K+ salary.
My business is doing okay financially. Do I actually need this?
"Doing okay" is exactly when this pays off most. When a business is in crisis, the options are limited. When things are stable, there's real room to optimize: pricing, margins, hiring timing, cash deployment. Most clients find within the first 30 days that there are 2 or 3 specific areas where money is either being left on the table or quietly leaking out. The average engagement pays for itself within the first 90 days, often significantly faster.
What size or stage of business do you typically work with?
The sweet spot is founder-led companies doing roughly $300K to $10M in revenue, past the "figuring it out" phase but not yet big enough to justify a full-time CFO. That said, earlier-stage companies approaching their first raise or facing a critical financial decision often benefit just as much. If you're making real financial decisions without a financial expert in the room, that's the signal.
We already have someone managing our books. Why would we need you too?
Bookkeeping and CFO-level strategy are two completely different functions, and most growing companies need both. Your bookkeeper keeps the records clean, which is essential. What they typically don't do is build a 12-month cash forecast, stress-test your pricing model, prepare your financials for an investor conversation, or tell you whether you can actually afford to hire that next person right now. I work alongside your existing financial team, not instead of them.
I've been burned by consultants before who overpromised and underdelivered. Why is this different?
Fair concern. The consulting world has earned that reputation. A few things I do differently: every engagement starts with a clearly defined scope and deliverables, not an open-ended retainer that drags on. You'll know exactly what you're getting and when. And because I work with a small number of clients at a time, you're not getting handed off to a junior associate. You're getting me, directly, on every call and every deliverable. If something isn't working, we fix it or we part ways. Simple as that.
How quickly can you get up to speed on my business?
Faster than you'd expect. I've worked across life sciences, technology, media, and services companies at various stages, and the financial patterns repeat more than most founders realize. Within the first two weeks I'll have reviewed your historical financials, identified your key value drivers and pressure points, and have a clear picture of where you stand. Most clients say the onboarding process itself is clarifying. It forces a financial review that was overdue anyway.
What does a typical engagement actually look like week to week?
For a standard Growth Partner engagement you get a monthly financial close and variance analysis, a living 12-month cash flow model that updates as the business moves, a KPI dashboard you can read in under five minutes, and a standing monthly call to walk through it all and make decisions together. Beyond that, I'm available for the in-between moments: a quick call before a vendor negotiation, a sanity check on a hiring decision, or a full financial package when a funding conversation comes up. You get a CFO, not a report.
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