BUSINESS & ACCOUNTING CONSULTING
Fractional CFO
Executive-Level Financial Leadership Without the Full-Time Cost
I provide fractional CFO and controller support to growing businesses that need experienced financial leadership—without hiring a full-time executive.
Whether you’re preparing for audit, improving reporting, implementing systems, or making key financial decisions, I step in to bring structure, clarity, and forward-looking insight.
- Available for remote work and strategic finance support
- Ideal for businesses preparing for growth, audit, or leadership transition
- Support across reporting, close processes, systems, and executive decision-making
- Flexible monthly engagement options based on your needs
HOW I SUPPORT GROWTH
Flexible Financial Leadership for Businesses in Transition, Growth, or Complexity
From light monthly advisory to hands-on CFO support, engagements are structured to give you the level of financial leadership your business needs right now.
Strategic Insight
Get financial guidance that supports smarter decisions, better planning, and stronger accountability.
Operational Structure
Improve reporting, close processes, workflow design, and system effectiveness across the finance function.
Executive Support
Step into leadership gaps quickly with senior-level experience across audits, ERP implementations, and complex environments.
SUBSCRIPTION SUPPORT OPTIONS
Choose The Level of Support that Fits your Current Stage
Essentials
Up to 5 hours / month
Best for early-stage or light support
- Financial review
- KPI insights
- Monthly strategy call
- Email support
Growth
Up to 12 hours / month
Best for scaling companies
- Close process improvement
- Audit support
- System optimization
- Ongoing advisory
Executive
Up to 20 hours / month
Best for CFO-level leadership needs
- Forecasting
- Lender / board reporting
- Compensation modeling
- Weekly strategy calls
PLAN DETAILS
Clear Engagement Options with Room to Scale
Essentials Plan
For businesses that need guidance, accountability, and a financial sounding board
- Monthly financial review with actionable insights
- KPI and cash flow check-in
- One 60-minute strategy call
- Light advisory support between meetings
- Email support with 48-hour response time
Growth Plan
For businesses building a stronger, more reliable finance function
- Everything in Essentials, plus
- Month-end close process improvement
- Audit preparation and support
- Lender and financial reporting guidance
- Process and workflow optimization (AP, reporting, systems)
- Two strategy calls per month
- Priority response times
Executive Plan
For businesses that need hands-on CFO-level leadership
- Everything in Growth, plus
- Budgeting, forecasting, and cash flow modeling
- Weekly executive strategy calls
- Board, lender, and investor reporting
- Bonus and compensation plan design
- ERP/system implementation leadership
- Direct access via Slack or Teams
ADDITIONAL ENGAGEMENT DETAILS
Support beyond monthly advisory
Additional Support Areas
- Audit cleanup and readiness
- ERP implementations (Oracle Fusion, Dynamics, and others)
- Budgeting and forecasting development
- M&A integration and financial structuring
- Financial reporting redesign
- Close process acceleration
How I Add Value
- Step into leadership gaps quickly
- Improve visibility into your numbers
- Strengthen processes and internal controls
- Bring real-world experience from audits, ERP implementations, and complex environments
- Help translate reports into clear next steps and decisions
Engagement Structure
- 3-month minimum to ensure meaningful impact
- Longer-term engagements encouraged for continuity and results
Flexibility
- Additional hours available as needed
- Ability to scale support up or down by month
- Block hours available for larger initiatives