
When was the last time your CFO called and said, "I found a way to free up cash flow this quarter?”

Fractional CFO
Get expert financial strategy for a fraction of the cost
Improve margins and cash flow year-round
Tailored financial guidance for your business
Hiring a full-time CFO
High six-figure salary, plus benefits or equity
Hard to find someone who understands your business
Risky long-term commitment
According to studies, most business owners don’t have the financial clarity they need to grow — and it costs them in missed profits, stalled growth, and constant stress.
How is that possible when most have a “good” bookkeeper or CPA? Simple: most accountants focus on reporting the past — reconciling books, filing taxes, and making sure the boxes are checked. Then they call it a day.
They tell you what happened.
They don’t tell you how to make the future better.
Ask yourself: When was the last time your accountant helped you plan cash flow, improve margins, or spot opportunities to grow profits?
If the answer is “never,” you’re not alone — and that’s where a Fractional CFO comes in.
No-cost, no-obligation financial strategy call
Guidance from experienced CFO-level experts
Only pay if we're able to help you increase profits & improve cash flow


Most business owners have never had a real “financial check-up.” They assume things are fine — until cash flow dries up, margins shrink, or growth stalls.
Here’s how our process works (and why it helps owners unlock more profit and clarity):
1. Diagnosis: We dig into your numbers to uncover hidden problems — from cash leaks to missed growth opportunities.
2. Prescription: Once we know what’s holding you back, we design a clear financial strategy to improve margins, cash flow, and decision-making.
3. Treatment: Then we help you put that strategy into action — so you’re not just reacting, but proactively steering your business toward profitable growth.
Because just like your health, financial problems don’t fix themselves. They get worse — and more expensive — the longer you wait.
Most business owners have never had a real “financial check-up.” They assume things are fine — until cash flow dries up, margins shrink, or growth stalls.
Here’s how our process works (and why it helps owners unlock more profit and clarity):
1. Diagnosis: We dig into your numbers to uncover hidden problems — from cash leaks to missed growth opportunities.
2. Prescription: Once we know what’s holding you back, we design a clear financial strategy to improve margins, cash flow, and decision-making.
3. Treatment: Then we help you put that strategy into action — so you’re not just reacting, but proactively steering your business toward profitable growth.
Because just like your health, financial problems don’t fix themselves. They get worse — and more expensive — the longer you wait.


Discovery & Analysis
It starts with a free consultation. We’ll dig into your financials, systems, and goals to uncover blind spots, inefficiencies, and missed opportunities that may be holding your business back.

Build Your Profit & Cash Flow Strategy
Next, we design a clear financial roadmap. This includes proactive strategies to improve cash flow, strengthen margins, and provide clarity on where your business is heading.

Implementation & Action
Finally, we roll up our sleeves and help you put the strategy into motion. From ongoing financial guidance to KPI tracking and accountability, we make sure you stay on course to maximize profits and growth.
Years of Experience
Happy Clients
Experienced C-Level Work
30+ years blending executive leadership and financial strategy across Wall Street, tech startups, biotech, media, and more
Fractional CFO advisor to companies ranging from startups to $100M+ enterprises—helping optimize forecasts, reporting, and profit strategy
Proven track record in investor reporting, financial modeling, and raising over $1B in capital through IPOs and acquisitions
Skilled at connecting the dots between finance, operations, legal, and engineering—providing actionable insights that drive scalable growth
No work outsourced all work done by principal

Answer a few quick questions to see if you qualify for a personalized CFO strategy that helps you keep more of what you earn and scale with confidence.

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