Choose the level of clarity and control you need.
I help owner-led businesses install a Finance Operating System and keep it running: clean close, clear KPIs, profitability visibility, and a weekly cash rhythm you can count on.
If your numbers are late or unreliable, you're leading on guesswork.
Finance OS Install
90 days
A structured install that gets your numbers timely, trusted, and decision-ready. If your numbers are late, profit is unclear, or cash feels unpredictable, this is the fix.
- Clean monthly close with documented process
- Decision-ready reporting (P&L, balance sheet, cash summary, KPIs)
- Profitability visibility aligned to your operations
- Weekly cash forecast and AR rhythm
- Playbook and team training for sustainability
Fractional CFO Partner
Monthly
Once your numbers are timely and trusted (or once we get them there), I stay on as your fractional CFO to drive better decisions, improve margins, and maintain the financial cadence.
- Monthly CFO decision meeting (not just statement review)
- Forecast updates and scenario planning
- Pricing, hiring, and capex modeling before committing
- Margin and cash improvement initiatives
- Maintain close cadence and KPI relevance
Automation & Intelligence
As needed
Selective automation that supports reporting, handoffs, and follow-ups. Reduces admin drag and keeps the system running consistently. Automation as leverage, not identity.
- Automated reporting pack generation
- AR follow-up and collections cadence
- Close process automation (checklists, reminders, handoffs)
- Data hygiene and integration where payoff is clear
- Operating playbooks and documentation
Pricing depends on complexity and involvement. If you want the cheapest option, this is not a fit. If you want clarity, control, and confidence in your numbers, let's talk.
Common Questions
I work with owner-led businesses typically between $2M and $30M in revenue. The common thread is that operations move fast and finance needs to keep up — you need clarity and control, not just compliance.
Usually no. I work alongside your existing team to install structure, improve processes, and provide the CFO-level oversight that turns bookkeeping into decision-ready finance. If there are gaps, I'll identify them.
I work across service businesses, contractors, agencies, and operationally complex companies. The principles of a Finance Operating System apply regardless of industry — what matters is whether you need clarity and control.
During the Finance OS Install, expect 2-4 hours per week for the first few weeks, tapering as systems are locked in. Ongoing CFO partnership is typically a 60-90 minute monthly meeting plus ad-hoc as needed.
If your numbers arrive late, you don't fully trust them, cash feels unpredictable despite decent revenue, or big decisions happen on gut — you need this. The Clarity Call will confirm whether it's a fit.
Ready to get clarity and control?
Book a 20-minute Finance Clarity Call. We'll map what's unclear, identify the biggest leaks, and outline the simplest path forward.
Book a 20-minute Finance Clarity Call