HOW I WORK
A hands-on engagement, not a hand-off
Every engagement follows the same four stages — whether you're starting from messy books or scaling toward a raise. Nothing gets outsourced to a junior associate you've never met.
Assess
A first look at your books, reporting, and financial operations to find what's costing you clarity or cash.
Rebuild
Clean up the foundation — chart of accounts, reconciliations, reporting structure — so the numbers can be trusted.
Advise
Ongoing fractional CFO support: forecasting, fundraising, M&A, and the financial strategy behind your next stage of growth.
Automate
Where it makes sense, I build the tooling myself — AI-assisted reporting and dashboards that keep pace with the business.
Why it works
- One point of contact from bookkeeping through board strategy
- 20+ years of executive finance judgment applied to your numbers
- AI-built reporting tools, not manual spreadsheets that break
- Engagements sized to what your business actually needs — not a fixed retainer
Ready to start with an assessment?
Book a free consultation and we'll map out where you stand today.