What We Work On Together
Every engagement starts with wherever the pain is. From there we build systematically toward the financial and operational intelligence your business needs to grow.
Fractional CFO
Ongoing financial leadership without the full-time executive overhead. I work with your team on a defined schedule — monthly, weekly, or somewhere in between — to maintain the rolling forecast, manage the close cycle, prepare the management package, and serve as the financial thought partner your CEO needs.
Typical engagement: 8 to 20 hours per month
Financial Management Assessment
A structured diagnostic of your current financial management infrastructure — close cycle, reporting, forecast quality, ERP configuration, and process discipline. Delivered as a clear picture of where you are and a prioritized road map for getting to where you need to be.
Typical engagement: 2 to 4 weeks
Rolling Forecast & Management Reporting
Building or rebuilding the integrated close cycle and rolling forecast that gives your leadership team historical results and a forward-looking picture in one package, on a defined cadence. Includes the accountability structure that keeps operational managers contributing their inputs consistently.
Typical engagement: 60 to 90 days to implement
ERP & Systems Advisory
Evaluating whether your current system is configured to deliver the management information you actually need — and fixing it if it isn't. Includes cost accounting review, chart of accounts restructuring, and management dashboard design.
Typical engagement: Project basis
Project & Transaction Support
Financial modeling, capital investment analysis, acquisition due diligence support, audit preparation, or board presentation development. Engaged on a project basis for specific needs.
Typical engagement: Project basis
Not Sure Where to Start?
Every engagement begins with a conversation. Tell me what you're working through and we'll figure out together where to begin.