Executive-Level Financial Guidance
Without the Executive Salary.

The Solution

Fractional CFO services that give you high-level financial leadership at a fraction of the cost.

I provide the exact same advanced strategic guidance as a $250k/year executive, but you only pay for the time you need. It's the most cost-effective way to scale your business with confidence, far cheaper than traditional consulting firms.

Growing Businesses ($500K-$10M revenue)

You've outgrown basic bookkeeping and need strategic financial leadership to scale.

Businesses Seeking Funding

Prepare for bank loans, investor funding, or acquisition with strong financials and projections.

Profitable But Uncertain Companies

You're making money but don't understand your true profitability or where to focus next.

Companies with Complex Financials

Multiple locations, entities, products, or revenue streams that need sophisticated analysis.

Bookkeeper

• Records historical transactions.
• Prepares financial statements.
• Ensures accuracy.
• Looks backward.

CFO

• Analyzes financial data.
• Creates forecasts and budgets.
• Provides strategic guidance.
• Looks forward.

Cost Comparison

Scaling revenue but shrinking margins. Unsure which jobs were actually profitable.

I conducted deep unit economics analysis and restructured their pricing and material cost tracking.

Increased net profit margin by 12% within 6 months without sacrificing sales volume.

Burning cash too fast and struggling to secure funding due to poor financial projections.

I built a robust 3-year financial model and established key project metrics.

Successfully secured a $2M credit line with confident, data-backed bank presentations.

Severe cash flow crunches despite high seasonal revenue, often unable to make payroll on time.

I implemented a 13-week cash flow forecast and aggressive AR collection strategies.

Stabilized cash flow, eliminated need for expensive short-term loans, and built a 3-month cash reserve.

Considering acquiring a smaller competitor but lacked the financial expertise to evaluate the deal.

I performed comprehensive financial due diligence and modeled the post-acquisition financials.

Negotiated a 20% lower purchase price based on identified risks and successfully integrated the businesses.

Stagnant portfolio growth and outdated financial systems holding the company back from expansion.

I modernized the financial tech stack, implemented custom dashboards, and identified new market opportunities.

Accelerated growth by 40% year-over-year and successfully expanded into two new states.

Project budgets were consistently overrunning, eating into expected profits.

I introduced strict budget vs. actuals reporting and real-time expense tracking per property.

Reduced budget overruns by 85% and increased average flip ROI by 18%.

Unpredictable monthly income making it impossible to plan for new vehicle purchases.

I created a cash reserve strategy and optimized their service pricing model.

Funded two new service vans in cash within 8 months without touching emergency reserves.

Massive tax liabilities at year-end due to poor mid-year planning and commingled funds.

I separated their entities, ran quarterly tax projections, and implemented Profit First.

Saved $35,000 in taxes and ensured they always had cash ready for IRS payments.

High overhead costs and unclear subscription model profitability.

I analyzed their recurring revenue model and identified the most profitable service tiers.

Revamped their membership program, increasing recurring revenue by 45%.

Inventory costs were spiraling out of control, tying up all working capital.

I implemented just-in-time inventory tracking and negotiated better vendor payment terms.

Freed up $150,000 in working capital and reduced storage costs by 22%.

Owner was working 80 hours a week but taking home less than minimum wage.

I audited their expenses, cut $4,000 in monthly bloat, and restructured their owner compensation.

Owner doubled their take-home pay while reducing working hours.

High employee turnover was driving up training costs and hurting margins.

I modeled a new compensation structure with performance bonuses that didn't break the bank.

Reduced turnover by 60% and increased overall profitability by 15%.

Absolute Confidentiality

Your financial data is your most sensitive asset. I employ bank-level security and strict protocols to protect your privacy at all times.

Proactive Strategy

I don't just record history; I shape your financial future. My forward-looking approach anticipates challenges and seizes opportunities.

Meticulous Precision

In wealth management and tax strategy, every detail matters. I deliver error-free financial reporting and bulletproof compliance.

Deep Expertise

Years of experience navigating complex corporate structures, and high-net-worth tax scenarios.

Ready to optimize your
business finances?

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