The financial leadership most founder-led businesses are missing — delivered monthly, or scoped to a single project.
For founders ready to lead with confidence — instinct paired with financial clarity.
What that looks like in practice: you don't need a full-time CFO. You need someone in your corner each month who knows your business, watches your numbers like an owner, and helps you make better decisions — about pricing, hiring, spending, cash, growth.
That's what this is.
We start by setting profit and cash flow targets together, and update them in an annual planning session each year. These targets define what success looks like in real numbers and anchor everything we do.
Before each meeting, I update your year-to-date actuals against targets, refresh your forecast based on current trends, and update your scoreboard and objectives — so when we meet, you know exactly where you are, where you're headed, and what's working or off-track.
A focused working session where we discuss what's changing in the business, walk through the scoreboard and objectives, and create a clear 30-day action plan — in your hands the day of the meeting.
Quick check-ins between monthly meetings keep the plan on track. Course corrections happen before they become problems.
Questions don't wait. Decisions don't wait. You have a CFO to call.
Monthly Fractional CFO & Advisory services include the financial thinking, judgment, and analysis you'd expect from a CFO partner — hiring ROI conversations, pricing decisions, vendor evaluations, cash flow questions, simple scenario thinking, and the calculations and lighter-weight analyses that come with running your business.
Work that requires significant build time is scoped as a Strategic Project — comprehensive financial models, multi-scenario forecasts, full pricing or staffing strategies, 13-week cash flow models, and system builds in programs like Airtable or Excel.
You'll always know in advance which side a request falls on, before any work begins.
Flat monthly fee.No surprise invoices. No hourly billing.
No long-term contract.Cancel anytime.
100% remote.Across the United States.
Engagements are priced based on company complexity and scope, with the exact figure quoted during the Diagnose phase. You'll see the number — and everything included — before you commit to anything.
For founders with a specific outcome in mind — and a clear endpoint. Scoped engagements, separate from the monthly partnership.
Sometimes you need a financial model built. A projection done right. A system that finally captures the data you've been chasing. A workflow that buys back your time.
Strategic Projects are available to existing CFO Advisory clients for work that falls outside the monthly scope, and as standalone engagements for founders who need a defined deliverable without ongoing advisory.
Multi-year forecasts, scenario modeling, pricing models, hiring plans, growth plans.
Systems in programs like Airtable or Excel that give you the reporting and visibility you've been missing.
Processes created so your business runs leaner and your team executes consistently.
Specific advisory work scoped to a defined outcome.
Every project starts with a scoping conversation. We agree on the outcome, the deliverable, the timeline, and the price — in writing — before any work begins. No surprises. No scope creep.
Custom scope.Hourly or fixed pricing, depending on the deliverable.
Yours to keep.Built to outlast the engagement.
100% remote.Across the United States.
That's exactly what the Discovery Call is for. We'll talk through what you need and figure out together whether it's a monthly CFO partnership, a project engagement, or something else entirely.
30 minutes. No pitch. Mutual fit check.