FRACTIONAL
CFO
fINANCIAL CLARITY
GROWTH
STRATEGIES
Who This Is For
You didn’t start your business to stare at spreadsheets. I help owners understand their numbers, keep cash flowing, and stop money from slipping through the cracks. Most owners I work with are in one of these situations:
Expansion Uncertainty
You’re adding a location, a truck, a crew, or a loan, and you can’t tell which move will pay off.
Cash Flow
Stress
Profit looks fine on paper, but cash is tight every month.
lack of financial clarity
You want to grow or sell, and you need numbers you can depend on.
Numbers are only useful if they tell you what to do. I show you what to fix, what to protect, and which move to make next, with a plan you can act on before cash or a decision gets away from you.
What Every Client Gets: Five Services, One Flat Fee
The full finance function, delivered in plain English. Not bookkeeping. Not tax prep.
“The Scoreboard”
“Am I actually making money? and where?”
Monthly financial statement review and KPI reporting, distilled into a plain-English scoreboard.
“Cash Is King”
“Why is cash so tight if we’re making money?”
A 13-week rolling cash-flow forecast, updated weekly, so payroll, purchases, and loan payments never catch you off guard.
“The Game Plan”
“Can I afford it: the hire, the truck, the new location?”
Annual budgeting and financial projections that let you test big decisions before you spend.
“Eyes on the Prize”
“Where should we be next year, what can I pay myself, when should I sell?”
Goal setting and strategic planning with clear targets, quarterly milestones, and regular check-ins.
“Plug the Leaks”
“Is money slipping through the cracks?”
An internal controls and financial integrity review to catch errors, missed charges, and theft before they add up.