Fractional CFO leadership built for clarity, control, and confident growth.
We deliver senior-level financial expertise, without the full-time cost—to help you operate with discipline, make smarter decisions, and build a scalable financial foundation. Our services combine strategy, systems, and execution to strengthen your organization at every stage of growth.
Our Core Services
We provide ongoing CFO oversight designed for founders and leadership teams that need high-level financial guidance without hiring a full-time executive.
Financial Strategy & Forecasting
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Revenue and expense forecasting
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Long-term strategic planning
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Cash runway modeling
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Pricing strategy & profitability modeling
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Growth, hiring, and investment scenario planning
Reporting, Dashboards & KPIs
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KPI development & scorecard creation
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Custom dashboards (e.g., Google Sheets, Excel, Looker Studio)
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Monthly/quarterly performance reports
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Board-ready financial reporting
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Real-time visibility into profits, cash position, runway, and performance trends
Project-Based & Transformational Support
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Financial audits & cleanup
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Cash crisis support
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Operational restructuring
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Investor or lender preparation
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Pricing restructuring
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Forecast rebuilds
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M&A preparation (buy-side or sell-side)
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Interim financial leadership
Cash Flow Management & Profitability Improvement
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Cash flow modeling & weekly management
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Margin and cost structure analysis
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Expense optimization
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Working capital strategy
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Profitability audits & improvement plans
Financial Systems Setup & General Ledger Optimization
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KPI development & scorecard creation
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Custom dashboards (e.g., Google Sheets, Excel, Looker Studio)
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Monthly/quarterly performance reports
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Board-ready financial reporting
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Real-time visibility into profits, cash position, runway, and performance trends
A stronger, more financially disciplined operation with clear, data-backed direction.
Ready to Connect?
Gain the clarity, structure, and financial leadership your business deserves.