What to expect working with a Fractional CFO

A disciplined, transparent process designed to uncover the truth, tighten operations, and build a finance engine that scales.

The Approach

A Strategic Partnership — Not a Vendor Relationship


I work with a select group of founders and operators who are ready for a more sophisticated finance function. If you want someone to simply “do the books,” I’m not the right fit.

If you want a partner who will challenge assumptions, elevate decisions, and give you real financial clarity, this process is built for you.

The Three-Phase Framework

How I get you to clarity and control.

PHASE 1 — Baseline Assessment
Before we fix anything, we diagnose everything.

  • Full review of the P&L, balance sheet, GL, and cash flow

  • Identification of leaks, inefficiencies, and misinformation

  • Margin analysis and early insight into risks and opportunities

Outcome: A clear map of what’s actually happening inside the business.

PHASE 2 — Build the Financial Engine
Where finance becomes usable, not just compliant.

  • Rolling cash flow model tailored to your business

  • Budgeting process aligned to strategic priorities

  • Scenario planning for hiring, pricing, capital needs, and expansion

  • Clean, reliable reporting packaged for founders and investors

Outcome: A finance function that finally supports decisions instead of trailing them.

PHASE 3 — Ongoing Strategic Partnership
When your numbers tell the truth, decisions get sharper.

  • Monthly CFO call

  • Bi-monthly reviews of operational updates

  • Variance analysis and forward-looking recommendations

  • Margin improvement strategies

  • Preparation for lenders, investors, or exit discussions

Outcome: Predictability. Control. Confidence.

Who I work with

The clients who see the fastest results.

This model works best for founders who:

  • Have product-market fit but lack financial clarity

  • Are scaling quickly and need better controls

  • Are preparing for a raise, audit, or restructuring

  • Want data-driven decisions, not guesswork

I take on a limited number of clients to ensure depth, quality, and responsiveness.

What you can expect

A predictable, structured, and transparent experience.

You get:

  • One primary point of contact

  • Clean deliverables and dashboards

  • Simple, founder-friendly reporting

  • Real conversations about what matters — not jargon or noise

Are you ready for a higher level of financial operations?

This work requires commitment and transparency from both sides. If you’re serious about leveling up your finance function, I’m ready to help.