Cash flow forecasting
Rolling 13-week forecasts so you know what's coming before it arrives — not after.
Consulting
The spreadsheet should tell you what to do next.
A fractional finance partner for owners who need more than a bookkeeper but aren't ready for a full-time CFO.
Engagement rhythm
Working session monthly
Forecast horizon 13 weeks
Ongoing
CFO advisory
A second set of eyes on the numbers, and a standing session to act on them.
Cash
Budget
Budgeting & variance review
An annual budget, reviewed monthly against actuals, with plain explanations for the gaps.
Strategy
Financial strategy sessions
Monthly working sessions on pricing, hiring, and investment decisions, grounded in your actual numbers.
Capital
Financing & lender prep
Financial packages prepared for banks, investors, or SBA loan applications.
Margins
Profitability analysis
A clear view of which products, clients, or services are actually making money.
Exit
Transition & exit planning
Financial preparation for a sale, merger, or ownership transition, well before it happens.
How it works
Fractional, not full-time.
You get the judgment of a CFO without the full-time salary. Engagements start with a diagnostic month, then settle into a fixed monthly retainer scoped to your business.
Most owners know their revenue. Few know their margin by client.
Want a second set of eyes on your numbers?
We'll start with a free diagnostic conversation about where your business stands today.
Schedule a consultation