You shouldn't have to guess what's happening in your business.

I help you see what's working, what's not, and what to do next.

Financial statements tell you what happened. They don't tell you why performance is changing, where cash is going, or what to do next.

I've made these calls before.

I spent 15 years running a multi-million dollar beverage business: the cash crunches, the hiring decisions, the "can we actually afford this" moments.

Now I bring that experience to reporting, forecasting, and modeling: a clearer view of the business, and a stronger basis for your next decision.

I work with owners and management teams who've built real businesses and are facing the financial complexity that comes with growth. Maybe you're adding people, expanding into new markets, or simply finding the business has gotten harder to see clearly.

You don't necessarily need a full-time CFO. But you do need better financial visibility, stronger analysis, and experienced support when it matters most.

Not every business needs the same thing. Here's how I can help:

I need to know what's going on → Financial Intelligence
I have a question I need answered → CFO Decision Project
I need someone helping me run this → Fractional CFO

Financial Intelligence

Ongoing financial visibility that shows you what's changing, what needs attention, and why it matters.

Management reporting and executive dashboards
KPIs, trends and variance analysis
Cash flow forecasting and rolling models

CFO Decision Project

Starting at $3,500/month

Focused financial analysis built around an important business decision.

Pricing, margins and profitability models
Hiring, growth and expansion planning & analysis
Capital requirements and financing strategy

Fractional CFO & Executive Finance

Starting at $5,000/month

Ongoing financial leadership for the decisions that shape the business.

Strategic decision support
Forecasting, planning and capital allocation models
Board and investor level analysis

Starting at $1,500/month

Let's Talk

Every engagement starts with a conversation, not a transaction.

Pick a time. We'll spend 20–30 minutes on where things stand, and whether it's a fit.
I look forward to meeting you.