Strategic Finance Leadership
Comprehensive CFO services designed to give you clarity, confidence, and control over your financial future.
Core Services
Each service is tailored to your specific needs and business stage
Industries We Serve
Deep expertise across diverse industries with tailored solutions for each sector's unique challenges
Marketing Agencies
Digital and creative agencies needing project profitability tracking, client-level analysis, and resource utilization management.
Common Challenges:
- •Project profitability by client
- •Team utilization rates
- •Retainer vs. project revenue mix
- •Cash flow from receivables
Professional Services
Consulting, legal, accounting, and advisory firms needing project profitability tracking and utilization reporting.
Common Challenges:
- •Project-level profitability
- •Utilization rates
- •Pricing strategy
- •Cash flow from receivables
SaaS & Technology
High-growth tech companies needing sophisticated financial modeling, unit economics tracking, and investor-ready reporting.
Common Challenges:
- •Unit economics & LTV:CAC ratios
- •Burn rate management
- •Fundraising preparation
- •Revenue recognition complexity
E-commerce & Retail
Online and brick-and-mortar retailers managing complex inventory, multiple channels, and thin margins.
Common Challenges:
- •Inventory turnover
- •Multi-channel profitability
- •Customer acquisition costs
- •Seasonal cash planning
Healthcare Services
Medical practices, clinics, and healthcare providers needing location-level analysis and regulatory compliance.
Common Challenges:
- •Location profitability
- •Payer mix analysis
- •Compliance reporting
- •Staffing cost management
Business Stage & Profile
Typically serving businesses in these growth stages
Growth Stage ($1M-$10M)
You've found product-market fit and are scaling. You need financial systems, forecasting, and strategic guidance to support growth without losing control.
You Might Be Ready If:
Scaling ($10M-$25M+)
Your business is established but increasingly complex. You need sophisticated financial management, strategic planning, and potentially preparing for fundraising or exit.
You Might Be Ready If:
Funded Startups
You've raised institutional capital and need to demonstrate financial discipline, extend runway, and prepare for next funding round.
You Might Be Ready If:
Choose Your Level
Flexible packages designed for different stages and needs
Starter CFO
What's Included:
- Monthly financial review meeting
- Cash flow monitoring
- Basic KPI dashboard
- Financial health assessment
- Email support between meetings
Growth CFO
What's Included:
- Bi-weekly CFO meetings
- Rolling forecast updates
- Advanced KPI dashboard
- Profitability analysis
- Strategic planning support
- Unlimited email support
- Ad-hoc analysis requests
Scale CFO
What's Included:
- Weekly CFO meetings
- Complete financial modeling suite
- Investor/lender readiness
- Board meeting support
- Leadership team advisory
- Priority support access
- Strategic initiative leadership
- M&A and due diligence support
Add-On Services
Project-based services available for specific needs
Fundraising Preparation Package
Complete financial model, investor deck financials, due diligence prep
Starting at $8,000
M&A Due Diligence Support
Sell-side or buy-side financial due diligence and deal support
Custom pricing
Board Meeting Preparation
Board packet creation and meeting participation
$1,500 per meeting
Annual Budget Development
Comprehensive annual budgeting process and facilitation
Starting at $5,000
How We Work Together
From initial conversation to ongoing partnership
Discovery Call
We start with a free 30-minute consultation to understand your business, financial challenges, and goals. I learn about your current systems, reporting capabilities, and where you need the most help. No pressure, no obligation—just an honest conversation about whether we're a good fit.
Financial Diagnostics
I conduct a comprehensive review of your books, financial processes, and reporting systems. This diagnostic phase identifies gaps, risks, and immediate opportunities. I examine your cash flow patterns, margin structure, forecasting capabilities, and financial controls to understand what needs attention first.
CFO Roadmap & Proposal
You receive a detailed roadmap outlining priorities, deliverables, timelines, and expected outcomes. This document becomes our working plan, showing exactly what we'll accomplish in the first 90 days, 6 months, and beyond. The proposal includes recommended engagement level (Starter, Growth, or Scale CFO) based on your needs.
Execution & Implementation
We implement systems, build reports, establish processes, and create the financial infrastructure your business needs. This includes setting up cash flow forecasting models, implementing KPI dashboards, establishing monthly close procedures, and documenting financial workflows. Most clients see initial improvements within 30 days.
Ongoing CFO Cadence
Regular strategic sessions (weekly, biweekly, or monthly depending on package) to review performance, update forecasts, discuss upcoming decisions, and provide ongoing guidance. Between scheduled meetings, I'm available via email for questions and ad-hoc analysis as your business needs dictate.
Typical Engagement Timeline
What to expect in the first few months
Discovery call & initial assessment
Financial diagnostics & systems review
Roadmap delivery & engagement kickoff
Quick wins: reporting, cash visibility
Systems implementation & forecasting
Ongoing strategic CFO partnership
What to Expect
Clear communication and accountability throughout our engagement
Response Time
Initial inquiries answered within 24 hours. Scheduled meetings held as agreed. Email responses typically within same business day.
Meeting Cadence
Weekly, biweekly, or monthly strategic sessions depending on engagement level. Additional ad-hoc meetings scheduled as needed.
Deliverables
All deliverables clearly defined in engagement roadmap. Progress tracked against milestones. Regular check-ins on priorities.
Common Questions
Answers to questions we hear most often