I keep your financial information flowing smoothly

CFO

As a Fractional CFO and Strategic Finance Partner, my role is to provide clarity, leadership, and results when companies need them.

Here’s what that looks like:

🔹 Strategic Financial Leadership

– We help CEOs and founders make informed decisions by transforming financial data into actionable insights, enabling budgeting, forecasting, and scenario modeling that aligns with growth goals.

 🔹 Cash Flow & Capital Discipline

– From burn-rate control to working capital optimization, we make sure cash flow supports strategy—not surprises it.

 🔹 Systems, Teams & Processes

– We streamline the back office by implementing or optimizing ERP systems (such as NetSuite), rebuilding processes, and empowering lean teams to close faster and report more effectively.

 🔹 Scalable Infrastructure

– Whether you’re preparing for a fundraise, an audit, or an exit, we’ll make sure your finance function can scale with confidence.

Controller

As a Fractional Controller and Operational Finance Leader, my role is to bring order to your accounting function, ensuring accuracy, timeliness, and clarity so you can focus on running your business.

 Here’s what that looks like:

 🔹 Accounting Accuracy & Timely Close

We take ownership of the close process—moving from “weeks late” to “right on time.” Clean books, accurate reports, and reliable month-ends are the foundation of confident decision-making.

🔹 Process & Policy Implementation

We create and document the accounting policies, procedures, and workflows your team needs—bringing clarity, consistency, and internal controls to daily operations.

🔹 ERP & System Optimization

We don’t just work in systems—we optimize them. Whether it’s NetSuite, QuickBooks, or a custom setup, we align your chart of accounts, automate workflows, and improve reporting at every level.

🔹 Team Development & Delegation

From building lean accounting teams to coaching existing staff, we ensure your finance function is scalable, accountable, and not dependent on any one person (including us).

🔹 Audit & Compliance Readiness

Whether it’s GAAP, ASC 606, sales tax compliance, or audit prep—we get your house in order and keep it there.