Running a business is a lot like running a race.

 

Take it from me – a runner and a CFO.

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Need a fractional CFO for financial insights and hands-on support to grow your business within your budget? I can help.

I am an accomplished finance professional with over 30 years’ experience. I have a passion for telling the story behind the numbers and making it easy for business owners to understand theirs. I can help you scale and grow your business. I have worked with companies in many verticals including technology, professional services, consumer products, and light manufacturing. My hope is to develop a long-term relationship with the business owner and their team.

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What is a Fractional CFO?

A fractional CFO is a Chief Financial Officer who is contracted part-time to provide financial leadership and oversight. A fractional CFO provides financial leadership, financial expertise, and financial credibility, but in a limited, and more affordable, way.

Having a Fractional CFO is like having a dedicated coach for the financial aspects of your business. As your fCFO, I will help you with your financial past, present, and future. I will help you achieve financial integrity through accurate depiction of your business’ past performance. I’ll help your business in the present through precise day-to-day operational finance. I will help you enable future growth through strategic planning and risk management.


What can I do for you?

As your fractional CFO, I will work with you, the CEO and / or business owner, to make sure that you understand your financial statements and that they are accurate so you can take strategic action for your business.

I will provide forward-looking analysis such as forecasting cash flow to help you plan for and avoid cash shortfalls, or know when you have the budget to expand.

I will bring best practices, process, and oversight to the various financial functional areas of your business. I will incorporate internal checks for current processes to make sure that things are being done and done well.

If you are raising capital, I will ensure you have investor or banker ready financial statements that help in telling the story behind the numbers.

If you have plans to grow the business, I will work with you to ensure the proper financial structure is in place and you have processes and systems to scale.

Last but not least, I will work with you in an ongoing dialogue to review initiatives and priorities to ensure alignment on your business goals.

 

The Past:
Financial Integrity

  • Bookkeeping Assessment

  • Month-End Close Process

  • Internal Controls Analysis & Compliance

  • Travel & Expense Management

  • Revenue Recognition

The Present:
Operational Finance

  • Development of KPI's

  • Financial Modeling

  • Budgeting & Forecasting

  • Cash Flow Management

  • Vendor Management

The Future:
Enabling Growth

  • Strategic Planning

  • Business Partnership

  • Risk Management

  • Business Process Re-Design

  • Finance Team Leadership

 

Take my Business Financial Health Assessment

 
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Here’s my Process

 
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The Start

The first part of any race is to get to the starting line. I offer a business assessment where I dive into your business and identify areas to clear the road for future growth.

 
 
 

The Journey

Once we get started, we will work on the opportunities that were identified at the start and begin solving real world business problems.

 
 
 

The Marathon

During our journey, we will hit business obstacles (the wall), however we will keep moving forward with a focus on meeting the strategic needs of the business.

 
 

 

Download my book for FREE!

 
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