top of page

Problems? Solved.

ices

Fractional CFO/COO Leadership: 

Get the expertise of a senior executive—when and where you need it. Whether it’s cash flow challenges, growth planning, or preparing for a sale, I deliver CFO/COO-level leadership without the full-time cost.

​

What You’ll Gain

Financial Clarity

  • Forward-looking budgets

  • Cash flow projections

  • Realistic financial models

Strategic Growth

  • Capital management (equity, bank, and debt)

  • Mergers & acquisitions (buying or selling companies)

  • Long-range strategic planning with financial projections

Operational Efficiency

  • Stronger accounting department oversight

  • Streamlined processes and systems

  • Performance dashboards & KPIs

Owner Confidence

  • Guidance on safe distributions vs. reinvestment

  • Trusted financial consultant to executive leaders

  • A hands-on partner aligned with your goals

​

Typical CFO Work:

​

  • Raising equity, bank, or other debt financing

  • Cash flow forecasting & liquidity management

  • Strategic planning & scenario modeling

  • Preparing for or guiding through acquisitions & exits

  • Advising owners on compensation and withdrawals

  • Overseeing and strengthening accounting teams

  • Implementing financial systems and reporting tools

 

Next Step

Every business has its own situation. Let’s talk about yours.

​

​

 

C

Fractional Levels

1

Fractional CFO

Ideal for: Established small-to-midsize businesses and fast-growing startups.

This is traditional fractional CFO support—typically one day per week or more. I work closely with owners and leadership teams on high-impact financial strategy and operations, including:

  • Strategic planning & capital allocation

  • Budgeting & forecasting

  • Cash flow and working capital management

  • Mergers & acquisitions support

  • Performance metrics and dashboards

  • Product pricing and margin improvement

  • Risk management and scenario modeling

2

Mini-Fractional CFO

Ideal for: Leaner teams or startups looking for a consistent financial voice.

This lighter-touch model includes 10 – 20 hours per month of support. It’s perfect for founders who need recurring help with forecasting, financial decisions, and business planning—but not a full-day commitment. Services may include:

  • Monthly budget reviews

  • Cash flow forecasting

  • KPI development

  • Strategic advisory calls

  • Financial modeling and pricing

3

Micro-Fractional CFO

Ideal for: Early-stage startups or solo founders needing a financial sounding board.

Just 4 – 8 hours per month can make a huge difference. With micro-fractional support, I help you make smarter, faster decisions without overcommitting resources. Think of it as having a CFO in your corner—without the overhead.

  • Financial check-ins & sanity checks

  • Overall strategic planning

  • Quick-start cash flow planning

  • Pricing strategy input

  • On-call decision support

bottom of page