Services
Engagements are scoped around what is actually limiting the business — cash, clarity, margin, or a transaction ahead. Most clients start with a diagnostic and move into an ongoing monthly cadence.
A senior finance partner in the room for the decisions that shape the next three years — pricing, capital allocation, hiring plans, and expansion.
Thirteen-week rolling cash visibility so you always know what is coming, what is committed, and where the pressure points are.
Driver-based models that connect operational reality to financial outcomes — and get updated when reality changes.
Unit economics by product, service line, customer, and channel, so growth adds profit instead of consuming it.
Get your financial house in order before diligence starts — clean numbers, defensible assumptions, and a story that holds up.
Close the books faster and trust the output. We tighten process, controls, and the tools behind them.
Engagement models
A fixed-scope review of cash, margin, reporting, and controls, delivered as a written findings and priorities document.
Typically 2–3 weeks
A recurring monthly commitment covering forecasting, management reporting, and decision support at a set number of days.
Monthly retainer
Focused support for a raise, acquisition, sale, system implementation, or turnaround with a defined end point.
Scoped per project
Pricing depends on scope, complexity, and cadence. We confirm it in writing before any work begins.
A 30-minute introductory call, no cost and no obligation. We'll discuss where you are, where you're headed, and whether fractional CFO support is the right fit.