Fractional CFO & Strategic Advisory Services

I provide fractional CFO and advisory support to business owners who need more than historical reports. You receive practical, forward-looking guidance while still having the option for clean bookkeeping and tax support when needed.

Service Offerings

  1. Foundations

    Clean, reliable bookkeeping and monthly financials so you always know where you stand

  2. Growth

    Bookkeeping + tax preparation and planning, plus light advisory support to help you make better day-to-day decisions

  3. Leadership (Fractional CFO)

    Full strategic partnership: cash-flow forecasting, performance metrics, scenario planning, and regular strategic guidance. You work directly with me on the decisions that matter most.

Who I Work With Best

I work best with established business owners who have built something successful and now need clearer financial leadership to take the next step.

You are likely a good fit if:

  • Your business is generating roughly $1M - $5M in revenue, or approaching that range

  • You have outgrown basic bookkeeping and year-end tax work

  • Cash flow feels unpredictable or decisions feel more complex than they used to

  • You want forward-looking insight - forecasts, key metrics, and practical guidance - not just historical reports

  • You prefer working directly with an experienced professional rather than a large firm or rotating staff

  • You value clear explanations and actionable advice over jargon and templates

If this sounds like you, the next step is usually a conversation to see whether the fit is right on both sides.

How We Work Together

  1. Discovery Conversation

    We start with a no-obligation call to understand your business, current challenges, and goals. This helps both of us decide if we’re a good match.

  2. Financial Review & Assessment

    I review your current financials, systems, and processes to identify opportunities, gaps, and quick wins.

  3. Custom Engagement

    We design a fractional CFO or advisory package that fits your needs - typically a monthly retainer with clear deliverables.

  4. Ongoing Partnership

    We meet regularly, monitor key metrics, and adjust as your business evolves. You always work directly with me.

Schedule a Discovery Call