Finance should be your growth engine—not just a reporting function.
I help mid-sized businesses and mission-driven organizations install high-performance finance systems that unlock margin clarity, protect cash, and power sustainable growth.
Most companies and organizations have finance vendors or bookkeepers. But they don’t have a strategic partner who can:
Turn raw data into forward-looking decisions
Build forecasts that model growth and risk
Surface insights that protect cash and margin
Present finance clearly to boards, executives, or funders
Without this, they experience:
Unexpected cash flow issues
Inability to confidently hire, invest, or pivot
Margins eroding without visibility
Boards or leadership flying blind
The Solution
A hands-on, high-leverage fractional finance leadership model designed for organizations between $3M–$50M in revenue or funding.
What I deliver:
Rolling 12–24-month forecasts
Plan vs. actual variance analysis
Scenario models (growth, funding shifts, staffing)
Margin + cashflow risk identification
Strategic insights for execs, boards, and stakeholders
What it includes:
Initial Financial Strategy Sprint
Monthly financial planning + review meetings
Ongoing model refinement and risk monitoring
Team coaching or collaboration, if applicable
Who It’s For
This fractional finance leadership model is ideal for:
Founder-led businesses scaling beyond $3M
Professional services firms
Hospitality or real estate operators
Charter & private schools
Nonprofits managing $3M+ in funding
If you're already spending on accounting, but still flying blind when it comes to financial planning and analysis—this is for you.
How It Works
Week 1–2: Financial audit, team interviews, model handoff review
Week 3–4: Forecast development, variance baseline, risk map
Month 2+: Monthly reviews, leadership support, scenario modeling, and optimization
Ready to make finance your most strategic function?
Let’s schedule a 30-minute call to see if this model is right for your organization.