Financial Leadership Services
Strategic CFO services tailored to your company's stage and goals. From FP&A to capital raising, I provide hands-on financial leadership that drives results.
FP&A & Finance Operations
Comprehensive financial planning, analysis, and operational support to keep your business running smoothly and your stakeholders informed.
Financial Close Review & Improvement
Streamline your monthly close process, implement best practices, and ensure accurate financial reporting.
Operating Plans & Forecasting
Build comprehensive operating models that help you plan ahead and make informed decisions.
KPI Development & Dashboards
Define the metrics that matter and create dashboards that give you real-time visibility into your business.
Board & Investor Presentations
Professional, compelling presentations that tell your story and keep stakeholders aligned.
Capital Raising & Debt Advisory
Expert guidance through fundraising processes, from preparing materials to closing deals with the right partners.
Debt Capital Sourcing
Access to lender relationships and expertise in structuring the right debt solution for your business.
VC Fundraising Support
End-to-end support through the fundraising process, from deck preparation to term sheet negotiation.
Investor Deck & Materials
Compelling pitch decks and supporting materials that resonate with investors.
Due Diligence Preparation
Get your data room and financials ready to withstand investor scrutiny.
Strategic Advisory
High-level strategic support for critical decisions that shape your company's future.
M&A Advisory
Strategic support through acquisitions or exit processes, from valuation to deal execution.
Operations & Cost Optimization
Identify inefficiencies and implement changes that improve your bottom line.
Cash Flow & Working Capital Management
Optimize your cash position and working capital to fund growth and weather uncertainty.
MCA & Debt Restructuring
Navigate complex debt situations and find paths to healthier capital structures.
How We Work Together
A simple process to get you CFO-level support quickly
Discovery Call
We start with a free 30-minute assessment to understand your business, challenges, and goals. No commitment, just a conversation.
Custom Scope
Based on our conversation, I'll propose a tailored engagement that fits your needs and budget. We define deliverables, cadence, and success metrics.
Hit the Ground Running
We kick off with a deep dive into your financials. Within the first month, you'll have clear visibility into your numbers and a roadmap forward.
Engagement Models
Monthly Retainer
Ongoing financial leadership with defined scope and regular touchpoints. Ideal for companies seeking consistent CFO support.
Most clients invest $4,000-$8,000/month
Project-Based
Focused engagements for specific initiatives like capital raises, M&A transactions, or financial assessments.
Projects typically range $5,000-$15,000
Free Assessment
Start with a complimentary 30-minute strategy call to review your financials and identify opportunities.
Book Now →Frequently Asked Questions
How quickly can we start working together?
Most engagements begin within 1-2 weeks of signing. The first month focuses on understanding your business, reviewing financials, and establishing processes.
What's included in a typical monthly retainer?
Monthly retainers typically include weekly or bi-weekly calls, monthly financial review, KPI tracking, ad-hoc strategic guidance, and dedicated Slack/email access. Exact scope is customized to your needs.
Do you work with my existing bookkeeper or accountant?
Absolutely. I work alongside your existing bookkeeper and CPA to provide the strategic CFO layer. I don't replace your bookkeeping - I build on top of it.
What's your typical client size?
Most clients are doing $2M-$20M in annual revenue with 5-50 employees. If you're at the stage where you need CFO-level thinking but can't justify a full-time hire, we're likely a good fit.
How do we communicate?
Most clients prefer a combination of scheduled video calls and async communication via Slack or email. I integrate into whatever communication tools you already use.
What software or tools do you use?
I work with whatever accounting system you have (QuickBooks, Xero, NetSuite, etc.) and build analysis in Excel/Google Sheets. I also have experience with various planning and reporting tools.
Ready to Get Control of Your Finances?
Get a complimentary financial review and discover opportunities to accelerate your growth.