FRACTIONAL CFO · $5M–$100M BUSINESSES
You Have the Numbers.
You Don’t Have the Answers.
Harvard MBA · CPA · FPAC · AFP Board Member
Your Business Is Growing. Your Financial Clarity Isn’t.
At $5M–$100M in revenue, you’ve outgrown your bookkeeper. But a full-time CFO costs $250,000–$400,000 a year. So you’re stuck in the middle, with reports nobody acts on.
Here's What Changes When You Have the Right CFO.
I come in, learn your business, and tell you exactly what your numbers mean, and what to do about them. Not a report. Not a dashboard. A real conversation with someone who’s been in the room where these decisions get made.
Cash flow visibility within 30–60 days
Financial reporting your team actually uses to make decisions
A business worth more, whether you’re scaling, raising, or preparing to sell
Harvard MBA
The same program that trains the people you’re trying to get in front of. I speak that language.
CPA + FPAC
The two credentials that matter most in finance leadership. Both. Not one.
AFP Board of Directors
I help set the standards for the CFO profession, I don’t just follow them.
$20B+ Capital Raised
I was in the room. Multiple Fortune 500 companies. Real deals, real pressure.
Fortune 500 to PE-Backed
I’ve run finance at an $80B revenue company and served as CFO at PE-owned businesses. I know what good looks like at every stage.
Modern Finance, Not Manual
I build automated reporting and AI-powered workflows, your finance function will run like it belongs in 2025, not 2005.
20% EBITDA Growth
Company: Fresh Products · Manufacturing
30–60 Day Onboarding
Company: Welltower · Real Estate
$21M Refinanced
Company: CPBS Holdings · Healthcare Services
More From the Track Record.
These are four more results from my time as CFO. Different industries, different challenges, same standard of work.
Took a company from cash-basis QuickBooks to a clean GAAP audit opinion from a top 15 firm
Built balanced scorecard tracking financial and non-financial KPIs for the leadership team
Prepared SEC registration statements for both SPAC and traditional IPO paths
Led the successful sale of a PE-owned company to a strategic buyer
Financial Leadership
I sit in your meetings, read your numbers, and tell you what they mean for next quarter. The strategic partner your leadership team has been missing.
Cash Flow & Profitability
No more Friday afternoon bank balance checks. We build a rolling forecast so you see problems 90 days before they arrive, and fix the root cause, not the symptom.
Growth & Capital
Whether you’re raising your first credit facility or integrating your third acquisition, I’ve done it, at scale, under pressure.
Finance Transformation
If your team is still running on spreadsheets and manual processes, we change that. Modern systems your whole company can actually use.
Weeks 1–4 · Flat fee
I start by learning your business from the inside out. Management interviews, financial data, operational review. No assumptions.
You get: A clear picture of where you are, what’s working, and where the biggest opportunities are hiding.
End of assessment
Based on what I find, I build a prioritized action plan. Not a 40-page document you’ll never open. A working plan with clear priorities, expected outcomes, and real timelines.
You get: Your roadmap, specific, measurable, tied to business impact.
Monthly retainer · Flexible days
I work alongside you every month. Ongoing financial leadership at whatever level your business needs right now.
You get: Better margins, stronger decisions, improved cash flow, and a business worth more than when we started.
25 Years in the Room Where It Happened.
Things Business Owners Ask Before We Talk
One Call. 30 Minutes.
Let’s Look at Your Numbers Together.
No pitch. No long-term commitment. Just tell me what's going on and I'll tell you what I see.
